Settlements Coordinator

6 months ago


Melbourne, Australia McMillan Shakespeare Full time

Maxxia is part of the McMillan Shakespeare Group (MMSG), Australia's largest provider of salary packaging and novated leasing, and collectively we provide expertise in novated leasing, salary packaging, associated Fringe Benefits Tax administration and management, operating leases and asset management for ‘tool of trade’ vehicles and other business assets, retail finance, insurance and warranty.

As the Settlements Coordinator you will play a critical within our business. You will be responsible for all aspects of credit approval, generating lease documents, checking files, coordinating settlements and providing support to Leasing Consultants. You will also be a single point of contact for the clients in your portfolio throughout the settlement process providing them, and internal stakeholders, with feedback and updates.

Key Responsibilities:

- Processing applicable client, financial, employer documentation in order for settlement, such as Finance Applications; Ordering Cars; Settling Client Leases; Contracting Settlements.
- Generation of settlement packs and managing external financiers.
- Guiding clients through the settlement process.
- Liaising with clients in relation to their proposal and lease documents.
- Managing relationships and expediting the return of necessary documents.

Success is
- A sense of urgency and the ability to work in a busy environment
- Commitment and proven ability to provide a high level of customer service
- Ability to work effectively in a team environment; be proactive, take action and seize opportunities to promote new ideas and solve problems
- High level of written and verbal communication skills.
- Ensure completeness and accuracy of tasks, information and activities and show high level attention to detail.
- Knowledge of salary packaging administration or fleet management highly regarded

What we can offer you:
- Our strong people-first culture- Flexible/hybrid working to enhance your work/life balance- Novated lease benefits and discounts- 12 weeks Paid Parental leave and access to our Parents Portal- Exempt Employee Share Plan- Paid Income Protection Insurance under MMSG default Super plan- Access to a broad range of learning and development programs- Career break and volunteering leave- Access to Employee Assistance Program and annual Flu vaccination- Lifestyle Rewards program

As an employer who embraces Diversity, Equity & Inclusion, we hold a collective commitment to foster an environment where all differences are valued and respected. We encourage Aboriginal and Torres Strait Islander people, individuals from all backgrounds, including those caring for and living with disability to apply.



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