Description:
Who are we?
LMG is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 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, with LMG brokers in both countries helping over 330,000 customers settle over $126 billion worth of loans in FY24.
We’re not a conventional company with a lot of rules and hierarchy, and we don’t intend to become one. We live our values in everything we do: Compassion for our customers, doing what we say, being curious and thinking openly, going further together, and staying hungry but humble. We’re a large company with a start-up attitude. Our success is driven by hiring outstanding people and accepting nothing less than being the best at what we do.
We are proud to be named Australian Financial Review BOSS Best Place to Work - Banking, Superannuation and Financial Services & in 2025!
About the role:
As the Agreements Team 2IC, you will play a key role in supporting the Team Leader in managing the preparation, execution, and administration of Franchise/Member agreements and other related documentation. You will ensure compliance with regulatory requirements, internal policies, and contractual obligations while maintaining a high level of accuracy and efficiency.
This role is ideal for a detail-oriented professional who thrives in a fast-paced environment, enjoys problem-solving, excels in Customer Service and is passionate about delivering an exceptional onboarding experience for brokers and partners.
Key responsibilities:
Stakeholder Engagement & Support
- Act as the primary point of contact for our State directors, brokers, franchisees, regarding agreement queries, providing clear and concise information.
- Work closely with the Onboarding and Accreditations teams to align contract execution with business timelines and operational needs.
- Provide guidance and support to team members to ensure a smooth workflow and adherence to processes.
Leadership & Team Support
- Assist the Team Leader in overseeing day-to-day team operations and act as a backup in their absence.
- Support training and development initiatives to upskill team members on agreement processes and compliance requirements.
- Contribute to team meetings, sharing insights, feedback, and process enhancement ideas.
Duties and Responsibilities
- Accurately prepare franchise and non-branded member related documentation including but not limited to, new Franchise / Member Agreements, Deeds of Variation, and Loan Writer Appointment letters.
- Facilitate and prepare required documentation for Brokers changing their entities and transferring within the network.
- Document and communicate Broker Fee Review and Milestone achievements
- Maintain relevant data to be able to update the Disclosure Document annually and any associated documentation.
- Manage and respond to daily emails received through shared team mailboxes
- Work with the Risk and Compliance Team to ensure compliance of all brokers for the purpose of being able to receive their commission, by ensuring personal indemnity insurance, ABN / GST and ACNs are maintained and current
- Maintain the data integrity of agreements related information within our customer relationship management system
- Manage the data maintenance in our customer relationship management, payment and accounting systems
- Work with the Onboarding Team to ensure fast and efficient broker onboarding
- Support the National Commissions Manager with agreement specifics and historic setups
To succeed in this role you will bring with you:
- Positive “can do” attitude and a willingness to contribute to ensure the team’s success.
- High attention to detail
- Strong customer service focus - dealing with both internal and external customers
- Integrity and dependability with a strong sense of urgency and results-orientation
- High level of written and verbal communication
- Strong interpersonal skills, ability to communicate well at all levels of the organisation
- Experience in document management and electronic signing systems highly regarded