Portfolio Manager

Who are we?

LMG is the largest aggregator across Australia and New Zealand supporting a community of over 7000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand or the Loan Market brand, and partners with over 70 banks and lenders. The business has grown rapidly, reaching a $370 billion loan book and helping more than 300,000 customers in 2023.

We're not a conventional company with a lot of rules and hierarchy, and we don’t intend to become one. We're a big company with a start-up attitude. Our success is based on hiring outstanding people and accepting nothing less than being the best at what we do.

About the role:

• Provide industry leading platform and compliance support to help our brokers save time, diversify their business and stay safe. Ensure ratio 1:150 AHs
• Identify opportunities to enable broker success through LMG product and service offerings eg Asset Finance, Commercial, white label, post settlement services thru driving small group sessions and regular training and professional development for all Agreement Holders (Members).
• Identify and refer opportunities for brokers seeking more support and assistance to the higher margin model (either Partner or Loan Market).
• Complete Annual Business Snapshot with all AH’s in your portfolio
• Drive the highest compliance scores for flat fee brokers in the industry
• Drive the fastest time to application relative to flat fee competitors
• Ensure Members are in the highest quartile for quality submissions from top six lenders
• Drive broker engagement via online and face to face training of brokers on a range of topics including technology, compliance, product knowledge, basic marketing and relationship/back book management.
• Understand, educate and promote all options and services available under the LMG range of business and service models.
• Recruit new Agreement Holders into the flat fee (or any other LMG model)
• Drive and attend events and actively participate in Professional Development, sales and industry events

To succeed in this role:

• You will be a hands on contributor that drives solutions and opportunities across the Group
• Have high attention to detail and ability to learn new technology
• You will be commercially focussed and have a strategic outlook for growth of the Group
• Be a clear communicator, with the ability to push back and persist
• Be a team player, looks to share successes and takes responsibility for issues
• Be a cross functional leader - boundaryless in approach and collective approach to Group success