Client Solutions Associate Team Leader (Settlements)

Lendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia’s original and #1 digital mortgage brand - and the iconic Aussie franchise.

Powered by an advanced AI proprietary platform, a national network of 1,300 brokers, 230 retail stores, a team of experienced buyer’s agents, integrated property search and conveyancing, Aussie is supporting customers at every step of their property journey to find, buy and own with more confidence than ever before. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

Why Join Us?

• Innovation at Our Core – We challenge the status quo and push boundaries to create better solutions.
• Work with the Best – Collaborate with some of the brightest minds in fintech, financial services, and strategy.
• Make an Impact – Contribute to meaningful projects that shape our business and the future of property finance.
• Grow & Evolve – Develop your skills and advance your career in a fast-moving, purpose-driven environment.

About the role and team: 

The Client Solutions Settlements team plays a pivotal role within Lendi’s customer function. We are looking for someone with industry experience to join our expanding leadership team. Lendi has been overwhelmed with customer demand this year and we are always looking for great leaders to join the team and help us keep up with our customers. 

Reporting to the CSA Manager, this role will be responsible for the effective management, motivation and development of the Client Solutions Settlements Associates Team in the Philippines. Your role will include but is not limited to, working collaboratively with all the management in CS and across the Sales and customer organization. 

What you will be doing: 

• Leading, coaching, and developing all CSA Settlements team members to drive performance and engagement 

• Collaborating with cross-functional management teams to ensure seamless workflow across the Lodgment to Settlements lifecycle 

• Driving results and ensuring team performance aligns with Lendi’s sales and customer strategies across daily, weekly, monthly, and quarterly goals 

• Providing ongoing support and subject matter expertise to the team around settlement processes 

• Coaching and mentoring team members, implementing development plans and training strategies to boost capability and output 

• Conducting regular performance check-ins and managing individual/team performance through feedback, recognition, and corrective action as needed 

• Reporting observations and performance insights to senior leadership, contributing to process and operational improvements  

• Supporting workforce planning by identifying current and future talent needs within the team. 

• Fostering a strong culture of collaboration, open communication, and accountability within the team. 

• Proven experience in a team leadership or junior management role, ideally with 3+ years in an Australian mortgage/finance industry; prior knowledge and experience with mortgage settlement processes is an advantage. 

• Demonstrated ability to consistently exceed KPIs and performance targets 

• Excellent interpersonal and stakeholder engagement skills, with the ability to build strong working relationships across functions. 

• A strong desire to learn and is eager to improve by being receptive to feedback. 

• Exceptional written and verbal communication, with a strong command of business English and keen attention to detail 

• Highly organized with excellent time management and prioritisation abilities 

• Sound decision making and critical thinking skills, with the ability to act swiftly and proactively in a dynamic environment 

• A continuous improvement mindset, eater to learn, open to feedback and committed to personal and team growth 

Additional Information

Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customer-first approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.

We support our people in a variety of ways, but a few of the benefits that our people rave about include:

• A vibrant, relaxed, yet professional culture.
• We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
• Holistic wellbeing programs offering 24/7 support
• Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
• Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
• Monthly internet subsidy to help you stay productive at home.
• Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
• Access to all government-mandated benefits, including SSS, PhilHealth, and Pag-IBIG.

Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building best-in-class products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.

We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.

This is an opportunity to shape the future of a fast-growing, purpose-driven company that’s transforming the homeownership journey.

Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!