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Manage Your Loans Appoints Peta Siebert as CEO, Secures Exclusive Costco Partnership

HR TODAYbyHR TODAY
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Peta Siebert appointed CEO at Manage Your Loans

Peta Siebert appointed CEO at Manage Your Loans

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In a strategic development that signals a new era in mortgage brokerage services, Manage Your Loans has officially appointed Peta Siebert as its Chief Executive Officer (CEO). This appointment comes alongside the brokerage’s announcement of an exclusive broker referral partnership with global wholesale retailer Costco, underscoring a commitment to expansion and customer-centric service.

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Leadership and Vision

Peta Siebert, formerly the financial services director at Coronis, brings over three decades of extensive experience in the financial sector to her new role as CEO of Manage Your Loans. Her career spans senior management positions across renowned institutions including Barry Plant Financial Services, Avenue Financial, Hinkinbothan Group – Keystart Finance, Aussie Home Loans, Lendi, and notable banking giants like the Commonwealth Bank of Australia, ANZ, and GE. Siebert’s appointment is celebrated as a major milestone for the brokerage, founded by venture capitalists Andrew Carey and Joshua Payne.

The founders laud Siebert’s “unparalleled expertise, strategic vision, and unwavering commitment to customer-centric values,” confident that her leadership will propel the company to new heights. From its headquarters in Darwin, Manage Your Loans operates with a dedicated team of eight brokers and three loan processors across Brisbane, Melbourne, and Sydney, offering comprehensive loan broking services nationwide since its launch on November 1, 2023.

Exclusive Costco Partnership

Further elevating its service offerings, Manage Your Loans has become the exclusive loan provider for Costco, catering to the retailer’s vast membership base of 3 million. This partnership enables Costco members to access residential, commercial, or asset finance through Manage Your Loans, with the added benefit of receiving a Costco Shop Card upon loan settlement.

Siebert’s vision for her new role is to lead the brokerage through a growth phase that focuses on innovation, client empowerment, and exploring new territories. Her immediate priorities include refining the brokerage’s service model, nurturing the partnership with Costco, and fostering growth. Siebert emphasizes the importance of building a solid foundation that prioritizes customer satisfaction and operational excellence. To accommodate the high demand from Costco leads, the brokerage plans to assess its capacity closely, indicating openness to expanding its team to maintain the personalized, efficient service it stands for.

Looking Ahead

As Manage Your Loans embarks on this pivotal chapter, Siebert’s leadership and the brokerage’s exclusive partnership with Costco are set to redefine home loan services with a customer-centric approach and cutting-edge technology. The focus remains on expanding the team as needed to ensure that the brokerage not only meets but exceeds the expectations of its clients and partners.

Tags: Broker Referral PartnershipCostco PartnershipCustomer-Centric ServicesFinancial Serviceshome loansManage Your LoansMortgage BrokeragePeta Siebert
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Matthew Breitfelder is Partner and Global Head of Human Capital at Apollo, where he focuses on attracting extraordinary talent to the firm and creating an innovative, inclusive, high-performance culture that brings out the best in Apollo’s people. Matt leads Apollo’s recruiting, talent management, compensation, succession planning, citizenship, employee relations, development, and culture work. He is also a member of the firm’s Leadership Team. Matt is committed to expanding opportunities across Apollo’s workplace, marketplace, and communities. Prior to joining Apollo, Matt was Chief Talent Officer at BlackRock as well as a member of the Operating Committee. Previously, he held strategy, talent, and innovation roles at Mastercard, PwC, and CEB/Gartner.

Matt holds a BA in Economics from the University of Southern California, an MSc from the London School of Economics, and an MBA from Harvard Business School. He currently serves on the boards of the Lumina Foundation, the Aspen Institute’s Business and Society program, the Milken Institute’s Inclusive Capitalism initiative, and Georgetown University’s initiative on AI, Analytics, and the Future of Work. He is the co-author of numerous Harvard Business School case studies and articles on leadership. Matt has been recognized as a Top Global CHRO multiple times by n2Growth and Stanford Business School.

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