Terminations Officer
2 months ago
**ASX 300 listed financial services organisation**:
- **Flexible & hybrid working arrangements**:
- **Sydney location**
**Do you want to**:
- work in an organisation where 98% of all team members believe that their manager genuinely cares about their well-being and feels valued?
- understand the strategic direction of your organisation and how your effort contributes to success?
- work in an inclusive environment who is proudly a WGEA Employer of Choice for Gender Equality?
- work for a climate Active CERTIFIED Carbon Neutral fleet management organisation?
- be recognised and rewarded for your performance?
- work for an organisation where ‘C-A-R-E’ are their values?
- have career opportunities, a voice that’s heard, and a fast-paced, dynamic yet flexible working environment?
If so, then FleetPartners might be the place for you.
FleetPartners Group is an ASX 300 listed financial services, vehicle management, and employee benefits company. We support all types and sizes of businesses to acquire and effectively manage their vehicles, with over 93,000 vehicles currently under management. We also help everyday Australians to maximise their salary by administering employee benefit programs and help them to get into the car of their dreams.
**Who we’re looking for**:
- Responsible for the accurate and efficient delivery and processing of terminating contracts including Operating, Packaging, and Novated leases.
- Managing your performance to achieve the KPI’s for the respective elements of the role and contributing to the overall development of the department seeking incremental improvement through process and performance
- Ensuring FleetPartners is compliant in all aspects relating to the financier and legal obligations inclusive of KYC AML/CTF compliance
- Cohesive working relationship with financiers, Operations and Client Relationship Management teams maintaining excellent internal and external relationships
- Exhibiting the FleetPartners CARE values - Collaboration, Accountability, Reimagine and Excellence
**What you’ll be doing**:
**Operational Responsibilities**
Ensure accurate and timely completion of relevant responsibilities including:
- Manage all end of lease processes, including payouts, early terminations and natural termination of contracts for FleetPartners clients
- Obtain payout quotes and tax invoices from Financiers upon request
- Issue payout figures/ tax invoices/ Statements of Account to drivers within a timely manner
- Answering phone calls/ responding to customer enquiries within a timely manner
- Process termination reconciliations
- Deliver final termination communication to Drivers and Employers
- Where applicable produce Early Termination Quotes
- Send cessation of deduction communication to Employers/ Packaging providers
- Requesting finalisation letters
- Where applicable obtaining banking details for Employers
**Data Management**
- Data Management: Miles,Oracle/EBS/BIP/ 3rd Party Supplier platforms, Salesforce
- Documentation of accurate information into company systems including Miles, Oracle/EBS, ensuring all data has been interfaced and communicated correctly
- Validate and confirm unposted charges with relevant departments for accuracy prior to finalising the lease
- Upload termination documents to the respective ERP/ file location
**Reports knowledge**:
- Knowledge and understanding of customer invoicing reports
- Knowledge and understanding of customer budget reports
- General understanding of the overall position of a customer’s budget
- Ability to reconcile a customers lease based on various reporting/ data metrics
**Relationship Management**
- Financiers
- Internal - Accounts, Novated Relationship Managers, Operations, Account Managers, Sales, Finance
**Personal Professionalism and Leadership**
- Lead by example
- Participate in cross training ensuring a broad knowledge and understanding of all processes and functions within the department
- Use of collaborative business practices that maximise business performance
Understand and perform in accordance with the agreed role Key Performance Indicators (KPI’s)
**Requirements**:
- Minimum 3 years’ experience in relevant role - administration, accounts
- Experience in automotive & equipment finance, settlements and contracts administration is preferable
- Account Reconciliation experience highly regarded
- Strong attention to detail
- Willingness to learn new skills
- Displays exceptional time management skills
**Benefits**
- 7 additional days of annual leave per year.
- 16 weeks paid parental leave for primary careers, regardless of gender and with no minimum tenure and 4 weeks paid leave for secondary carers.
- a ‘Dress for your Day’ policy.
- flexible and hybrid working arrangements.
- Rewards programme, including a range of discounts from a variety of retailers
- an extensive range of other employee benefits.
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