Settlements Officer

7 days ago

Sydney, New South Wales, Australia SB Recruitment Full time

The Company.....
A dynamic finance company with offices in North Sydney are gearing up for an exciting expansion phase and is on the lookout for a Settlements Officer to join their team. With a strong reputation for expertise in commercial asset finance, the company is led by a team of highly respected professionals in the field. This is a fantastic opportunity to join a professional yet welcoming organisation where your knowledge is valued, and your dedication and experience are rewarded.

The Job.....
Working as part of a successful team you will be responsible for the following duties:

  • Overseeing the asset loan process through to settlement and ensuring all information required for successful completion has been received and verified working with third party introducers.
  • Sending correspondence through to clients as required.
  • Adherence to KPI productivity metrics.
  • Reviewing and finalizing financial documentation to ensure accuracy and compliance.
  • Ensuring applications are completed correctly and within the allocated timeframes.
  • Providing exceptional Customer Service to internal and external stakeholders.

You....
To be successful in this role, you must have experience in the following areas & posses the below personal qualities:

  • Ideally you will have a proven track record working as a Settlements Officer within commercial asset finance.
  • The ability to follow through the settlement process in a controlled environment.
  • Proactive, approachable with a can-do attitude with exceptional numerical and verbal skills.
  • Exceptional communication skills.
  • Ability to improve processes in a time sensitive environment with a focus on numerical accuracy.

How to apply.....
Ready to join a team where your skills are valued and your potential is limitless? Apply now to be part of this dynamic finance company as a Settlements Officer and embark on an exciting journey of growth and success Send your application to or call Jenny Quigley on

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