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Training Specialist

Training Specialist

Ray WhitePerth, WA, Australia
9 days ago
Job description

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 :

This role exists to constantly lift the capability of our brokers and our corporate team to operate productively, efficiently, and safely, particularly through their full utilisation of our technology (MyCRM + Other) and other best practice processes, tools, and frameworks we may choose to train people to use.

This role has responsibility for your state across all service plans to :

  • Facilitate a brilliant induction training experience for all new Agreement Holders, Loan Writers, Ops Managers, and CSMs. The Training Specialist will work with State teams to support brokers as they adopt MyCRM and other platform features and migrate their customer data to the platform, supporting them through to lodgement of their first deal.
  • Facilitate face-to-face and virtual training to deliver on the Go to Market roadmap for your state, ensuring you train the corporate team before the network, so they are skilled / equipped to support and embed Go to Market within their portfolio.
  • Deliver other training as identified at a state and / or national level, in line with the training roadmap.
  • Update training modules / materials as needed, in collaboration with the National team, to ensure efficiency and currency.

You will be required to :

  • Become an expert in the functionality of our CRM - MyCRM and associated technologies.
  • Support and train our state sales team and brokers on MyCRM and platform features, including implementing key features into their operating rhythms / processes.

    • You will not be required to design or develop training materials, as these will be provided and supported through regular 'Train the Trainer' sessions from the Broker Education Design Team.

    Key Responsibilities :

  • Deliver training in line with the roadmap and priorities, including induction, new features, refreshers, and updates.
  • Ensure training is consistent and tailored to different service plans / business types.
  • Coordinate training schedules with the Network Support Manager and Broker Education Operations Team.
  • Collaborate with the National Training Lead and State Director to identify training needs and priorities.
  • Participate in 'Train the Trainer' sessions to develop competency.
  • Update training modules / materials as assigned.
  • Consult and problem-solve with businesses and brokers, helping them implement and succeed with software tools.
  • Provide feedback on training needs to inform future content and product development.
  • Continuously improve as a trainer based on feedback and emerging needs.
  • Maintain proficiency in key areas and stay updated on available content.
  • Contribute to the delivery of the state strategy and growth targets as an active team member.

    • Qualifications, Skills, and Experience :

  • Deep understanding of the finance broking industry and passion for enabling broker success through technology.
  • Minimum of 3 years' experience in delivering exceptional customer experience, ideally with technical / analytical focus.
  • Cert IV in Workplace Training & Assessment (or equivalent), with plans to attain this within 12 months.
  • Lean Six Sigma Yellow Belt (highly desirable).
  • Strong understanding of broker processes and practical support skills.
  • Excellent communication skills, both written and verbal.
  • Critical thinking and innovative problem-solving abilities.
  • Strong organizational and time management skills.
  • Proven ability to understand business operations and produce tangible results.
  • Inclusive, collaborative, and engaging approach, capable of influencing at all levels.

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    Training Specialist • Perth, WA, Australia