Founded in ****, Shore Financial is Australia's fastest-growing mortgage brokerage. As the business scales, sustained growth depends on broker quality, performance, and consistency.
The Learning & Development Manager is a senior, autonomous operator responsible for designing, building and owning Shore Financial's end-to-end training, onboarding and capability framework for brokers and staff. The L&D; Manager will continue to support the existing broker network.
This is a high-trust, high-accountability individual contributor position, responsible for creating practical, commercially effective learning content that directly supports Shore's growth strategy.
The role will be critical in enabling Shore to consistently onboard 4–5 high-quality, successful brokers per year (with allowance for 8-10 hires to achieve that outcome), while maintaining standards, culture and compliance in a lean organisation.
The Learning & Development Manager must be comfortable operating independently, leaning on internal experts, offshore admin support and designers as needed while personally owning the content, structure and outcomes.
Core Responsibilities & KPIs
1. Broker Recruitment Strategy & Introduction to the Business
Design and execute broker recruitment strategy with leadership. Lead recruitment and successful integration of all team members, assisting with interviews where required.
Build and lead structured 6-month onboarding program for all new brokers focused on learning milestones and overall performance
Own onboarding and training material, ensuring this stays relevant and is continuously updated as required
Support early-stage broker development pathways to maximise success within first 6–12 months
Embed a culture of continuous learning to all new hires amongst the team
2. Broker Performance & Capability Uplift
Work with leadership to build and imbed a structured broker performance report, to effectively track key broker milestones (leads, lodgements, settlements with an emphasis on one touch approvals)
Provide learning, technical and product support to the existing broker network
Lead monthly performance reviews for all recent hires, in conjunction with management.
Embed best practice behaviours across broker cohort
Identify and prioritise top capability gaps across broker cohort to inform training needs or lender support
Act as a trusted advisor to leadership on capability gaps
3. Mentoring, Development & Broker Progression
Build and own structured monthly mentoring framework for all brokers
Ensure that 100% adherence to mentoring framework and cadence
Define, lead and develop mentoring topics based on business needs and industry insights
Ensure mentoring drives measurable capability growth
4. White-Label Product Performance Enablement
Embed white-label knowledge into overall broking network
Improve broker confidence, positioning and adoption of Shore's white-label products
Identify barriers to adoption of white-label products
Work with management to support strategic positioning of white-label products
5. Training Design, Delivery & Effectiveness
Clearly articulate and track learning objectives for every program
Own training feedback process, implementing feedback to foster a culture of continuous improvement
Be the owner of the 'Broker Knowledge Checklist',



ensuring this is continuously iterated to be relevant and effective and tailor topics to be taught throughout the structured program
Personally design and develop all core learning content, including:
Broker fundamentals
Deal structuring & credit logic
CRM and internal systems
Compliance and file quality
Sales process and client engagement
Create modular, reusable training content
Design structured training programs including:
Broker onboarding & accreditation pathways
Product & lender policy training
Credit writing & scenario structuring
CRM and workflow training
Compliance & responsible lending
Senior broker training topics and sessions
Work with the business while retaining ownership of content accuracy and relevance
6. Learning Systems & Administration
Own Shore's learning systems and content repository
Work with offshore admin resource (if required) to:
Manage training schedules
Track completions
Maintain learning records
Ensure training administration is efficient and low touch for management
Learning & Development Manager
Role Overview
Founded in ****, Shore Financial is Australia's fastest-growing mortgage brokerage. As the business scales, sustained growth depends on broker quality, performance, and consistency.
The Learning & Development Manager is a senior, autonomous operator responsible for designing, building and owning Shore Financial's end-to-end training, onboarding and capability framework for brokers and staff. The L&D; Manager will continue to support the existing broker network.
This is a high-trust, high-accountability individual contributor position, responsible for creating practical, commercially effective learning content that directly supports Shore's growth strategy.
The role will be critical in enabling Shore to consistently onboard 4–5 high-quality, successful brokers per year (with allowance for 8-10 hires to achieve that outcome), while maintaining standards, culture and compliance in a lean organisation.
The Learning & Development Manager must be comfortable operating independently, leaning on internal experts, offshore admin support and designers as needed while personally owning the content, structure and outcomes.
Core Responsibilities & KPIs
1. Broker Recruitment Strategy & Introduction to the Business
Expectation
Design and execute broker recruitment strategy with leadership. Lead recruitment and successful integration of all team members, assisting with interviews where required.
Build and lead structured 6-month onboarding program for all new brokers focused on learning milestones and overall performance
Own onboarding and training material, ensuring this stays relevant and is continuously updated as required
Support early-stage broker development pathways to maximise success within first 6–12 months
Embed a culture of continuous learning to all new hires amongst the team
2. Broker Performance & Capability Uplift
Expectation
Work with leadership to build and imbed a structured broker performance report, to effectively track key broker milestones (leads, lodgements,



settlements with an emphasis on one touch approvals)
Provide learning, technical and product support to the existing broker network
Lead monthly performance reviews for all new hires, in conjunction with management.
Embed best practice behaviours across broker cohort
Identify and prioritise top capability gaps across broker cohort to inform training needs or lender support
Act as a trusted advisor to leadership on capability gaps
3. Mentoring, Development & Broker Progression
Expectation
Build and own structured monthly mentoring framework for all brokers
Ensure that 100% adherence to mentoring framework and cadence
Define, lead and develop mentoring topics based on business needs and industry insights
Ensure mentoring drives measurable capability growth
4. White-Label Product Performance Enablement
Expectation
Embed white-label knowledge into overall broking network
Improve broker confidence, positioning and adoption of Shore's white-label products
Identify barriers to adoption of white-label products
Work with management to support strategic positioning of white-label products
5. Training Design, Delivery & Effectiveness
Expectation
Clearly articulate and track learning objectives for every program
Own training feedback process, implementing feedback to foster a culture of continuous improvement
Be the owner of the 'Broker Knowledge Checklist', ensuring this is continuously iterated to be relevant and effective and tailor topics to be taught throughout the structured program
Personally design and develop all core learning content, including:
Broker fundamentals
Deal structuring & credit logic
CRM and internal systems
Compliance and file quality
Sales process and client engagement
Create modular, reusable training content
Design structured training programs including:
Broker onboarding & accreditation pathways
Product & lender policy training
Credit writing & scenario structuring
CRM and workflow training
Compliance & responsible lending
Senior broker training topics and sessions
Work with the business while retaining ownership of content accuracy and relevance
6. Learning Systems & Administration
Expectation
Own Shore's learning systems and content repository
Work with offshore admin resource (if required) to:
Manage training schedules
Track completions
Maintain learning records
Ensure training administration is efficient and low touch for management
Skills & Experience
5+ years' experience in mortgage broking, credit, lender BDM or brokerage leadership
Strong understanding of residential lending structures, credit policy, compliance and responsible lending
Proven experience mentoring, onboarding or developing brokers
Demonstrated ability to design and deliver structured training programs end-to-end
Experience building milestone-based onboarding frameworks and performance scorecards
Commercially minded, with the ability to link training to revenue outcomes (lodgements, settlements, white-label adoption)
Confident facilitator with strong written and verbal communication skills
Ability to translate complex credit and policy concepts into practical, usable training
Experience working with CRM systems and structured workflow processes
Highly autonomous, accountable and comfortable operating in a lean, fast-growing environment
#J-*****-Ljbffr

📌 Learning And Development Manager (New South Wales)
🏢 Shore Financial
📍 New South Wales