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