Settlements Officer

5 months ago

St Leonards, Australia FleetPartners Full time

**ASX 300 listed financial services organisation**:

- **Flexible & hybrid working arrangements**:

- **Sydney location**:

- **3-6 month assignment, potential to go permanent**

**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**:
The role of the Settlements Officer is to:

- Manage orders from Finance Application through to Post Delivery
- Liaise with Customers, Dealerships and Third Parties to ensure settlement is processed and vehicle is delivered in a timely manner
- Ensure full compliance with company policies, financier guidelines & regulatory requirements
- Check, prepare and submit requests to financiers for settlement
- Ensure accurate data input & maintenance in fleet management and accounting systems
- Collaborate and maintain a cohesive working relationship with financiers & internal stakeholders

**What you’ll be doing**:

- Ensure all settlements are compliant with credit policies, approval conditions & guidelines
- Ensure all legal documents are executed correctly & compliant with set policies & guidelines
- Ensure all settlements are prepared & submitted within set timeline
- Ensure the customer is kept up to date with the process and any delays
- Ensure all stakeholders are followed up in a timely manner to ensure a prompt settlement & delivery
- Proper management of legal document archiving and storing process
- Manage and prioritise settlement workflows within set timeframe
- Contribute to process improvement
- Contribute to external audit process when required

**Requirements**:

- Experience in Leasing Finance, in either Automotive Fleet Leasing or Asset Finance in a Financial institution
- Familiar with leasing products such as Novated Lease, Operating Lease, and CHP contracts
- Have exceptional attention to detail and numeracy skills
- Excellent time management skills with the ability to prioritise conflicting tasks to meet targets
- Ability to work self-sufficiently & problem solve
- Confident telephone manner and comfortable speaking to Customers, Dealers and Third Parties
- Intermediate to advanced capability of Microsoft Office Suite (Word, Excel & Outlook)

**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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