Job Description

Founded in 2013, Shore Financial is Australia's fastest-growing mortgage brokerage. As the business scales, sustained growth depends on broker quality, performance, and consistency.

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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.

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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.

n

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.

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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.

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Core Responsibilities & KPIs

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1. Broker Recruitment Strategy & Introduction to the Business

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- Design and execute broker recruitment strategy with leadership. Lead recruitment and successful integration of all team members, assisting with interviews where required.
n
- Build and lead structured 6-month onboarding program for all new brokers focused on learning milestones and overall performance
n
- Own onboarding and training material, ensuring this stays relevant and is continuously updated as required
n
- Support early-stage broker development pathways to maximise success within first 6–12 months
n
- Embed a culture of continuous learning to all new hires amongst the team
n

n

2. Broker Performance & Capability Uplift

n

n
- 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)
n
- Provide learning, technical and product support to the existing broker network
n
- Lead monthly performance reviews for all new hires, in conjunction with management.
n
- Embed best practice behaviours across broker cohort
n
- Identify and prioritise top capability gaps across broker cohort to inform training needs or lender support
n
- Act as a trusted advisor to leadership on capability gaps
n

n

3. Mentoring, Development & Broker Progression

n

n
- Build and own structured monthly mentoring framework for all brokers
n
- Ensure that 100% adherence to mentoring framework and cadence
n
- Define, lead and develop mentoring topics based on business needs and industry insights
n
- Ensure mentoring drives measurable capability growth
n

n

4. White-Label Product Performance Enablement

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- Embed white-label knowledge into overall broking network
n
- Improve broker confidence, positioning and adoption of Shore's white-label products
n
- Identify barriers to adoption of white-label products
n
- Work with management to support strategic positioning of white-label products
n

n

5. Training Design, Delivery & Effectiveness

n

n
- Clearly articulate and track learning objectives for every program
n
- Own training feedback process, implementing feedback to foster a culture of continuous improvement
n
- 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
n
- Personally design and develop all core learning content, including:n n
- Broker fundamentals
n
- Deal structuring & credit logic
n
- CRM and internal systems
n
- Compliance and file quality
n
- Sales process and client engagement
n

n
- Create modular, reusable training content
n
- Design structured training programs including:n

n
- Broker onboarding & accreditation pathways
n
- Product & lender policy training
n
- Credit writing & scenario structuring
n
- CRM and workflow training
n
- Compliance & responsible lending
n
- Senior broker training topics and sessions
n

n
- Work with the business while retaining ownership of content accuracy and relevance
n

n

6. Learning Systems & Administration

n

n
- Own Shore's learning systems and content repository
n
- Work with offshore admin resource (if required) to:n n
- Manage training schedules
n
- Track completions
n
- Maintain learning records
n

n
- Ensure training administration is efficient and low touch for management
n

n

Learning & Development Manager

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Role Overview

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Founded in 2013, Shore Financial is Australia's fastest-growing mortgage brokerage. As the business scales, sustained growth depends on broker quality, performance, and consistency.

n

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.

n

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.

n

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.

n

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.

n

Core Responsibilities & KPIs

n

1. Broker Recruitment Strategy & Introduction to the Business

n

Expectation

n

n
- Design and execute broker recruitment strategy with leadership. Lead recruitment and successful integration of all team members, assisting with interviews where required.
n
- Build and lead structured 6-month onboarding program for all new brokers focused on learning milestones and overall performance
n
- Own onboarding and training material, ensuring this stays relevant and is continuously updated as required
n
- Support early-stage broker development pathways to maximise success within first 6–12 months
n
- Embed a culture of continuous learning to all new hires amongst the team
n

n

2. Broker Performance & Capability Uplift

n

Expectation

n

n
- 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)
n




- Provide learning, technical and product support to the existing broker network
n
- Lead monthly performance reviews for all new hires, in conjunction with management.
n
- Embed best practice behaviours across broker cohort
n
- Identify and prioritise top capability gaps across broker cohort to inform training needs or lender support
n
- Act as a trusted advisor to leadership on capability gaps
n

n

3. Mentoring, Development & Broker Progression

n

Expectation

n

n
- Build and own structured monthly mentoring framework for all brokers
n
- Ensure that 100% adherence to mentoring framework and cadence
n
- Define, lead and develop mentoring topics based on business needs and industry insights
n
- Ensure mentoring drives measurable capability growth
n

n

4. White-Label Product Performance Enablement

n

Expectation

n

n
- Embed white-label knowledge into overall broking network
n
- Improve broker confidence, positioning and adoption of Shore's white-label products
n
- Identify barriers to adoption of white-label products
n
- Work with management to support strategic positioning of white-label products
n

n

5. Training Design, Delivery & Effectiveness

n

Expectation

n

n
- Clearly articulate and track learning objectives for every program
n
- Own training feedback process, implementing feedback to foster a culture of continuous improvement
n
- 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
n
- Personally design and develop all core learning content, including:n n
- Broker fundamentals
n
- Deal structuring & credit logic
n
- CRM and internal systems
n
- Compliance and file quality
n
- Sales process and client engagement
n

n
- Create modular, reusable training content
n
- Design structured training programs including:n

n
- Broker onboarding & accreditation pathways
n
- Product & lender policy training
n
- Credit writing & scenario structuring
n
- CRM and workflow training
n
- Compliance & responsible lending
n
- Senior broker training topics and sessions
n

n
- Work with the business while retaining ownership of content accuracy and relevance
n

n

6. Learning Systems & Administration

n

Expectation

n

n
- Own Shore's learning systems and content repository
n
- Work with offshore admin resource (if required) to:n n
- Manage training schedules
n
- Track completions
n
- Maintain learning records
n

n
- Ensure training administration is efficient and low touch for management
n

n

Skills & Experience

n

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- 5+ years' experience in mortgage broking, credit, lender BDM or brokerage leadership
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- Strong understanding of residential lending structures, credit policy, compliance and responsible lending
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- Proven experience mentoring, onboarding or developing brokers
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- Demonstrated ability to design and deliver structured training programs end-to-end
n
- Experience building milestone-based onboarding frameworks and performance scorecards
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- Commercially minded, with the ability to link training to revenue outcomes (lodgements, settlements, white-label adoption)
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- Confident facilitator with strong written and verbal communication skills
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- Ability to translate complex credit and policy concepts into practical, usable training
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- Experience working with CRM systems and structured workflow processes
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- Highly autonomous, accountable and comfortable operating in a lean, fast-growing workplace
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📌 Learning and Development Manager (New South Wales)
🏢 Shore Financial
📍 New South Wales