Settlements Officer

Our client is an Australian solutions company that supports thousands of distributors.

They are now looking to hire a Settlements Officer to support their finance team in processing settlements, ensuring accuracy in financial agreements, and coordinating with lenders.

Job 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

• 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.
• Experience dealing with lenders is highly desirable.
• 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

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