Settlements Officer

Description:

Salary: Contract Type: Full Time Location: Sydney - NSW Industry: Banking & Finance Contact Name: Sarah Bolstser Contact Email: sbolster@sbrecruitment.com
Contact Phone: 02 9002 5001
Date Published: 25-Apr-2024

The Company…..

Known for providing tailored solutions to customers that require funding for commercial assets, this reputable market leader has been active in the Australian market for over 20 years and is currently experiencing an exciting period of growth. In this ever-changing market, they understand that flexibility is key and therefore ensure that each customer is provided with solutions which suit their business needs.

Based in the heart of the CBD, this innovative and vibrant organization is searching for a keen & enthusiastic candidate to join their Settlements Team.

Benefits:

• Ongoing training & development!
• Social and friendly team environment!
• Innovative business which is continually seeking out ways to improve their processes and service offering!
• Based in the heart of the CBD – shops, bars, restaurants, cafe’s etc at your doorstep!
• Work from home flexibility!

The Job…..

Reporting directly to the Support Services Team Leader, you will be responsible for the following duties:

• Reviewing loan documentation for financing transactions.
• Coordinating with internal teams such as sales, credit, legal, and operations to ensure smooth processing of transactions.
• Communicating with customers to collect necessary information, clarify terms, and address any concerns related to settlements.
• Verifying the accuracy and completeness of all documentation and information provided.
• Ensuring compliance with regulatory requirements and company policies throughout the settlement process.
• Facilitating the funding process by coordinating with relevant parties to ensure timely disbursement of funds.
• Maintaining accurate records of all settlement activities and transactions for audit and reporting purposes.
• Identifying and resolving any discrepancies that arise during the settlement process.

You…..

To be successful with this opportunity, you must have experience in the following areas and possess the below personal qualities:

• Minimum 12 months experience working as a dedicated settlements officer in the finance sector.
• An understanding of commercial asset finance products is advantageous.
• Ability to thoroughly review and analyse documentation to ensure accuracy.
• Capability to manage multiple tasks simultaneously, prioritize workload, and meet deadlines in a high volume environment.
• Effective verbal and written communication skills to interact with customers as well as internal and external stakeholders.
• Ability to resolve issues efficiently while maintaining a focus on customer service and compliance.

How to apply…..

If you’re looking at working for an organisation that will support your career aspirations then be sure to apply immediately! Send your application to sbolster@sbrecruitment.com or call Sarah Bolster on 02 9002 5001 for a confidential conversation.