Settlements Officer

Melbourne Permanent
  • Permanent role with opportunity for training growth & development
  • Leading ASX Financial Services organisation in Melbourne's CBD

About Our Client

My client is a prestigious & supportive lender providing their customers with loans for a wide range of assets as well as a range of other investments and products. The organisation has been recognised for being a leader in the industry in terms of service to their customers and have more recently been recognised for their strategy to create a workplace where equality, diversity & creativity is at the forefront of the organisations culture.

Job Description

As the Settlements Officer, the individuals will be requested to adhere to the following but not be limited to:

  • Produce loan documentation and ensuring all details are correct
  • Report issues with documentation/systems or processes
  • Facilitate discharge of customer loan accounts alongside accurate payout figures whilst also ensuring receipt
  • Ensure return of documentation to customer & ensure follow up
  • Strive to meet individual and work as a team to meet team KPI's
  • Liaise with Settlement agents and ensure you are answering all requests
  • Ensure settlement procedures are carried out and comply with governing guidelines such as SLA and appropriate Acts
  • Attend efficiently to customer, BDM and be a business partner
  • Ad hoc queries and requests from management
  • Constant process improvement

The Successful Applicant

  • Prior experience in a similar role highly desirable
  • Experience/knowledge of a Settlements Officer's duties
  • Team-orientated
  • Excellent interpersonal and communication skills
  • Adaptability
  • Confidence proactively liaising with multiple stakeholders

What's on Offer

  • Growth, opportunity & development
  • Central CBD offices on Collins Street in Melbourne
  • Leading training program for new starters
  • Other perks e.g. discounts to gym memberships
  • Voted top 100 workplaces in Australia among many other fantastic awards!

Matthew Roberts
Quote job ref
Phone number
+61 3 8640 3144

Job summary

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Job Type
Consultant name
Matthew Roberts
Consultant phone
+61 3 8640 3144
Job Reference