Settlements Officer

Summary

Join our client, an Australian solutions company supporting thousands of distributors, as their new Settlements Officer. This role involves processing and finalizing finance settlements, liaising with lenders and clients, and ensuring accuracy in financial agreements. You will manage settlement transactions, review contracts, and coordinate with clients to obtain necessary documentation. The position requires strong attention to detail, problem-solving skills, and proficiency in Excel. This is a full-time, permanent work-from-home position offering benefits such as HMO, annual leave, and adhoc bonuses. Experience in finance settlements is required, and experience with lenders is highly desirable.

Requirements

• 6 months – 2 years of settlement experience in finance, banking, or a related field
• Strong critical thinking and problem-solving skills
• High attention to detail and ability to work under pressure
• Proficiency in Excel for data management and reporting
• Excellent verbal communication skills, with clear pronunciation and good pacing
• Customer service experience with the ability to build rapport quickly
• Strong organisational skills and ability to manage multiple transactions efficiently
• Familiarity with financial agreements, contracts, and loan calculators
• Willingness to work an additional day on the weekend if the last day of the month falls on a weekend
• Must have a stable internet connection

Responsibilities

• Process and finalise finance settlements efficiently and accurately
• Liaise with lenders, clients, and internal teams to ensure a smooth settlement process
• Manage and track settlement transactions through COG – Settlement Portal
• Review and verify financial agreements and contracts for accuracy and compliance
• Coordinate with clients to retrieve required documentation for finance processing
• Conduct background checks and ensure all settlement conditions are met
• Maintain and update financial records, reports, and Excel spreadsheets
• Handle customer inquiries, providing professional and timely support
• Work closely with sales teams, understanding the role's connection to the sales process
• Assist in process improvements and proactively manage settlement pipeline

Preferred Qualifications

Experience dealing with lenders is highly desirable

Benefits

• Permanent work-from-home set-up
• Dayshift (Australian business hours)
• Full-time job
• HMO
• Annual leave
• Adhoc Bonus