Novated Lease Settlements Officer

Summary

Join ConnectOS, a top-rated Philippines employer, and work as a Lease Settlement Specialist. You will manage and finalize novated lease settlements, communicate with clients and drivers, and ensure accurate data entry into systems like Salesforce and Catch-e. The role requires a Bachelor's degree, 2-4 years of experience in lease settlements, and proficiency in various software. Enjoy a hybrid work setup, competitive salary, paid training, travel opportunities, and comprehensive benefits including HMO coverage, paid time off, and a referral bonus program. ConnectOS is committed to equal employment opportunities and offers a supportive work environment.

Requirements

• Bachelor's Degree
• 2-4 years of experience in Lease Settlements
• Proficiency in using systems such as Salesforce and Catch-e for data entry, documentation, and tracking settlements
• Experience in using CRM's, Lender Portal and Fleet management Software's such as Salesforce and Catch-e for data entry, documentation, and tracking settlement
• Basic understanding of financial transactions related to settlements, including invoicing and payment reconciliation

Responsibilities

• Engage with clients and drivers to understand their settlement requirements, providing assistance and resolving queries throughout the process
• Ensure clients are well-informed about the next steps in the settlement process, maintaining a high standard of customer service
• Follow established procedures to manage and finalise novated lease settlements, ensuring all contracts and documentation are correctly completed and submitted
• Coordinate with relevant teams and external parties, such as lenders and insurers, to ensure all aspects of the lease are accurately processed
• Accurately input client and contract data into systems such as CRM’s, Lender Portal and Fleet management software and maintaining up-to-date records of all settlements
• Ensure compliance with company policies and industry regulations in the management of settlement records and documentation
• Provide clients with post-settlement support, ensuring they are informed about payroll deductions and any further steps required after the lease is settled
• Address any follow-up inquiries or adjustments that may arise after the settlement is complete
• Ensure all work is completed with attention to detail, efficiency, and accuracy
• Maintain a high level of professionalism in all communications with clients, employers, and third parties
• Follow company policies and procedures, and comply with all legal and regulatory requirements related to novated lease settlements

Preferred Qualifications

Previous experience in a settlements, finance, or salary packaging role

Benefits

• Work Set up : Hybrid (once a month on-site)
• Competitive salary package and annual performance review
• Offering one-month paid training program to help you get up to speed and excel in your role
• Opportunity to attend events and travel to Australia
• Bi-Annual Vacation Leave credit/allotment
• Convertible to cash of unused sick leave
• On-Top Leave Credits (Birthday, Emergency and Bereavement Leave)
• HMO Coverage (Medical, Dental and Group Life insurance)
• Mandatory Government Benefits and 13th Month Pay
• Financial Assistance program through one of the leading FinTech Company in Philippines
• We’ve just launched a new referral bonus program where you can earn PHP 21,000 for every successful referral you make
• Regular Company Events, Work Life Balance
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost