Reports & Operations Analyst

Company Description

Through a merger in 2021, the Lendi Group brings together Lendi (and Australia’s #1 online home lending platform) and Aussie Home Loans, Australia’s leading branded mortgage broker. We’re revolutionizing the industry with a best-in-class technology platform and suite of tools that take the hard work out of home loans for our Customers and Brokers alike. Every day we help thousands of Australians research, compare, apply for, and settle their home loans. 

Our vision: To create a new era of seamless connection in property finance. 

Our mission: To change the way Australians experience property lending, for good. 

Job Description

The Reports & Operations Analyst works in preparing and examining reporting related to work completed by Lendi Group Associates and its support services. This includes but is not limited to creation of recurring reports, completion of audits and administration, adhoc report generation and analysis to support or disprove business hypothesis, and constantly seeking insights from available data and making proactive recommendations based on these insights. 

The Reports & Operations Analyst will be working closely with Lendi Groups Associate team, which is a critical layer to the success of the Distribution function of the business. You will be providing analytical insights and feedback to the management team that will help them in delivering process improvements and increased commercial outcomes.

Responsibilities:

• Review and analyze current operation processes, and find opportunities for improvement
• Prepare process documents and channel performance summaries for distribution to multiple stakeholders within the Lendi Group
• Communicate with relevant stakeholders such as managers, graduate training managers, and Broker Liaison to understand and document business issues and requirements
• Introduce best practices, emerging trends, and new technologies to the business
• Act as the subject matter expert of Lendi’s home loan processes
• Assist with completing report requests via the ticketing system
• Build and automate reporting for Associates, Associate Support, and Management team.
• Assist associates and sales managers with platform or Salesforce issues which will require lodging tickets via Helpdesk.
• Critically evaluate information and processes gathered from multiple sources, reconcile conflicts, decompose high-level information into details
• Completing various audits on a regular basis to ensure quality and compliance is maintained
• Providing insights and feedback to management team to continuously improve performance and processes.

Qualifications

• A bachelor’s degree in business administration/Finance/Management, a related course of study, or relevant experience
• Experience with Salesforce is preferred.
• An in-depth experience in using Microsoft Office.
• Possess strong analytical skills, particularly in relation to process, data, and system analysis with strong attention to detail
• Must have excellent communication skills (oral & written)
• Has a highly structured approach to work projects
• A self-starter and capable of demonstrating an independent workload, self-management attitude but is a team player
• A thirst for learning and a strong desire to work in a fast-paced, ever-changing technological environment.
• Project management skills are a bonus
• Knowledge of Tableau is a bonus

Additional Information

What’s in store for you at Lendi?

• Flex-first (Work from home) but must be willing to work onsite as needed or once a week.
• Health Insurance (HMO) for you & 1 free dependent
• Health & well-being programs
• Generous amount of leaves (total of 30 leaves – 25 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)
• Competitive commissions/incentives
• Extra allowances will be given for WFH set-up such as internet subsidy
• Life insurance effective on Day 1
• Access to training and opportunities for career progression/promotion
• Fun & exciting monthly social clubs – at the moment done virtually
• Government mandated benefits are provided – SSS, Philhealth, & Pag-ibig.

& many more!

How to Flexi-first:

• You must have a stable fixed internet connection (minimum 25mbps)
• An ample working space with office table and chair is also required.
• Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.

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