Jay Ellis

Head Of Enablement at LMG

Jay Ellis is an experienced professional who has worked in various roles in the finance and technology industry. Jay most recently served as the Head of Enablement at LMG, starting in July 2023. Prior to that, they were the Head of Customer Engagement at LMG from November 2022 to August 2023.

Previously, Jay held the position of Head of Customer Success at Simpology Australia from March 2021 to November 2022, where they supported client relationship managers and broker support agents. Jay also worked as a Relationship Manager at Simpology Australia from February 2018 to March 2021, where they played a key role in developing and implementing loan application tools.

Before their time at Simpology Australia, Jay worked as a Senior Business Analyst at ANZ from September 2017 to February 2018. Jay also served as the Mortgages Sales Director at Temenos from July 2016 to August 2017, where they managed a range of mortgage products and software platforms for lenders, aggregators, and brokers.

Jay's earlier experience includes working as a Strategic Partnerships Manager at PLAN Australia from October 2013 to July 2016, where they formed partnerships with national-level businesses to provide tailored services and support. Jay also held the position of Business Development Manager at PLAN Australia from March 2012 to October 2013, where they managed a portfolio of mortgage and finance brokers and focused on workflow management.

In addition, Jay worked as a Podium Training Facilitator at Advantedge Financial Services from March 2011 to March 2012, where they played a crucial role in migrating brokers onto the Podium Broker Portal and conducting training sessions across the country.

With their diverse experience in customer success, relationship management, business analysis, and sales, Jay has developed a strong skill set and expertise in the finance and technology industry.

Jay Ellis has a diverse education history with a focus on finance and mortgage broking. In 2000, they attended TAFE NSW and earned a degree in Retail Management, specializing in Retail Management, which they completed in 2004.

In 2010, Jay attended Kaplan Australia, where they obtained a Certificate IV in Mortgage Broking with a field of study in Financial Services. Jay also obtained an Agent's Representative Certificate from the Real Estate Institute of Victoria in the same year, specializing in Real Estate.

Jay furthered their education in the finance and mortgage broking field by attending the AAMC Training Group in 2012 and 2013, where they earned a Diploma of Finance and Mortgage Broking Management. In 2013 and 2014, they pursued additional training in SMSF Lending through the MFAA.

Links

Previous companies

ANZ logo
Advantedge Financial Services logo
Temenos logo

Timeline

  • Head Of Enablement

    July, 2023 - present

  • Head Of Customer Engagement

    November, 2022