Settlement Officer

-Settlement Officer
Ballarat

Our Ballarat Lending division are currently seeking an experienced administration person with a high customer focus and with lending or banking experience preferred but not essential.
Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services including accounting, agri-business, bookkeeping, financial planning, legal, lending and marketing services.

We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.

Our FS360 program assists our clients on their journey to financial security and lives at the centre of everything we do. Our team is over 230 strong, so the opportunity to learn from the many team members in our multiple divisions is beneficial to your career.
- Responsibilities**Typical Duties will Include**:

- Answering phones.
- Data entry.
- Strive for first time lodgement to approval success.
- Preparing Loan and Mortgage Documents.
- Management of Clients via lending systems.
- Scanning and saving client files to a database after settlement and shredding documents that are no longer required on file.
- Creation and maintenance of an efficient office environment.
- Assist in developing systems within our organization that will create efficiencies and ensure high levels of Customer Satisfaction leading to repeat and referral business.
- Manage and assign tasks to be completed by other parties.
- Provide training and development for other parties.
- Ensure quality of work completed by other parties.
- **Required Skills**:
**Key Requirements**:

- Strong attention to detail.
- Highly organised (ability to prioritise tasks).
- High level of communication & negotiation skills.
- Problem solving.
- Excellent phone manner.

**Experience**:

- An interest in Financial Services industries.
- An Interest in Office Administration.
- Customer Service via phone and/or face to face.

**Personal Characteristics**:

- Self-starter with initiative.
- Enthusiastic with a “Can Do” attitude (Positive Outcome Thinking).
- Assertive.
- Lateral thinker.
- High level of Integrity.
- Empathy.
- Excellent presentation/Grooming.
- Sense of humour.
- Benefits**Employment benefits include but not limited to**:

- 5th week of annual leave for all team members.
- Flexible working arrangements.
- Mentoring, training and support through our vast senior team.
- Competitive remuneration based on experience.
- Supportive team environment from our wide range of professionals in many different areas of expertise - great learning opportunities.
- Support for further study.
- Free counselling service.
- Free team rewards program.
- Delivery of dynamic & forward-thinking client service.
- Opportunities exist to move around within our nationwide office network.

**Remuneration**:
**How to apply**:
- Are you ready for an exciting new challenge?_- Previous applicants need not apply.
Why Mulcahy & Co?
Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.

We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.

Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.