Accreditations Team Leader (Sydney)

Accreditations Team Leader (Sydney)

09 Aug
|
Nationwise Group
|
Sydney

09 Aug

Nationwise Group

Sydney

Viking Money is the asset finance aggregation business of the Nationwise Group, connecting an accredited broker network with an extensive panel of lenders across consumer and commercial asset finance in Australia. Operating on a leading-edge technology platform, Viking Money provides brokers with the accreditation, lender access, commissions and support infrastructure to grow their businesses. This role offers the opportunity to lead the team at the centre of that proposition — owning the broker accreditation lifecycle that underpins the quality and compliance of Viking Money's national broker network.

The Accreditations Team Leader owns the end-to-end broker accreditation lifecycle for Viking Money's national broker network — from initial application and due diligence through lender panel accreditation, ongoing maintenance, and conduct-related suspension or termination. The role leads the Broker Support Officers and Administration Assistant, ensuring every accreditation decision is timely, well-documented, and defensible against Viking Money's regulatory obligations and lender agreement requirements. It demands strong people leadership, disciplined process management, and sound judgement on broker suitability and risk.

Key Responsibilities

• Broker Accreditation & Due Diligence: Manage end-to-end assessment of new broker accreditation applications, including verification of credit licence or credit representative authorisations, AFCA membership, professional indemnity insurance, industry association membership, and qualification requirements. Conduct and document background screening (bankruptcy, credit, and police checks; ASIC banned and disqualified registers) and escalate adverse or borderline findings with a documented recommendation.

• Reference Checking & Information Sharing:



Administer reference checking in line with the ASIC reference checking and information sharing protocol, covering both inbound accreditations and outbound requests relating to departing brokers, with appropriate handling of broker personal information in line with privacy obligations.

• Lender Panel Accreditation Management: Coordinate broker accreditation submissions across Viking Money's lender panel, managing lender-specific requirements, timeframes, and follow-ups. Maintain accurate records of each broker's lender accreditation status and act as the operational point of contact for lender accreditation teams.

• Ongoing Maintenance & Reviews: Manage the ongoing accreditation review cycle — PI insurance renewals, membership renewals, CPD evidence, and periodic fit-and-proper reassessment. Identify and action lapsed or non-compliant accreditations, and support conduct-related investigations by providing accreditation records and executing suspension, termination, and lender notification steps as directed.

• Team Leadership: Lead, coach, and develop the Broker Support Officers and Administration Assistant, setting clear standards for quality, turnaround times, and service. Allocate workload, monitor pipeline health, manage performance against agreed service levels, and build capability through training, documented procedures, and quality assurance reviews.

• Data, Reporting & Process Improvement: Maintain the accreditation register and workflow records as accurate, audit-ready sources of truth. Produce regular reporting on accreditation volumes, turnaround times,



exceptions, and pipeline status, and identify and implement process and automation improvements across the accreditation and onboarding workflow.

• Compliance & Quality Assurance: Ensure all accreditation activity complies with regulatory requirements, licence obligations, lender agreements, and internal policy. Maintain complete, retrievable records to support internal audit, lender review, and regulator requests, and work with the Compliance team on accreditation-related policy, breach identification, and remediation.

Essential Requirements

• 3–5 years' experience in finance aggregation, lending operations, broker support, or credit assessment, with demonstrated team leadership or supervisory experience.

• Working knowledge of broker accreditation and due diligence requirements, including the ASIC reference checking and information sharing protocol, AFCA membership, and PI insurance obligations.

• Strong people leadership — able to set standards, coach performance, and build team capability.

• Sound judgement and discretion in assessing broker suitability and handling sensitive information.

• Excellent written and verbal communication skills, with confidence engaging brokers, lenders, and internal stakeholders.

• High attention to detail and disciplined record-keeping in a regulated environment.

• Proven ability to manage competing priorities and pipelines in a fast-paced environment.

Desirable Requirements

• Experience with CRM and workflow platforms, and an ability to drive process and automation improvement.

• Awareness of the regulatory setting applying to Australian credit licensees, including NCCP obligations relevant to broker accreditation.

• Cert IV in Finance and Mortgage Broking or equivalent industry qualification.

📌 Accreditations Team Leader (Sydney)
🏢 Nationwise Group
📍 Sydney

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: accreditations team leader (sydney) / sydney

Subscribe to this job alert:

Get the latest job offers by email for: accreditations team leader (sydney) / sydney