23 Aug
|
Myloans Services
|
New South Wales
23 Aug
Myloans Services
New South Wales
Business Support & Broker Onboarding Coordinator-Mandarin Required
This role is responsible for supporting the company's full-cycle broker onboarding process and the Director's daily operational affairs. It ensures that document collection, compliance follow-up, system access setup, task execution, and communication feedback are completed in a timely, accurate, and closed-loop manner. The core requirement for this role is being reliable, detail-oriented, possessing clear boundaries, providing timely feedback, and being able to drive tasks from initiation to completion.
Key responsibilities
Independently manage the entire broker onboarding process from application receipt to completion
Collect, review, and follow up on relevant documents including Cert IV, Diploma, CRN/ACL, AFCA membership, and Skilled Indemnity Insurance
Coordinate background check processes such as police checks, credit checks, and reference checks
Follow up on matters related to aggregator, licensee, and lender accreditation
Arrange mentors, industry association memberships, and relevant training
Set up and maintain CRM entries, email accounts, system permissions, and document folders
Maintain the onboarding tracker, ensuring the status of documents, missing items, next steps, and responsible parties are clear and traceable
Manage, record, and track tasks assigned by the Director,
ensuring tasks have progress updates, feedback, and results
Organize meeting materials, minutes, and action items
Schedule meetings, training sessions, events, and related calendars
About you
Possesses a checklist-oriented work mindset, capable of managing complex processes using checklists, trackers, and SOPs
Able to manage multiple broker onboardings and Director-related tasks simultaneously
Strong document verification skills, capable of identifying issues such as expired certificates, name discrepancies, missing documents, and date errors
Proactive in follow-up, without requiring the Director to prompt repeatedly
Good communication skills in both Chinese and English, particularly the ability to draft clear, professional English emails and notices
Familiar with or willing to quickly learn system tools such as Microsoft 365, Excel, CRM, and SharePoint/OneDrive
Basic problem-solving skills, able to propose 1-2 feasible solutions when issues arise
Able to report issues truthfully and communicate errors immediately upon discovery
Able to distinguish what information can be shared and what must be reported exclusively to the Director
Receptive to feedback and adjusts working methods accordingly
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📌 Business Support & Broker Onboarding Coordinator-Mandarin Required (New South Wales)
🏢 Myloans Services
📍 New South Wales