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Senior Settlements Professional
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About the Opportunity
\La Trobe Financial is seeking an experienced professional to join our Customer Services division as a Senior Settlements Officer. In this role, you will be responsible for managing loans from Letter of Offer stage through to settlement within required time-frames.
\You will work closely with the Commercial Settlements Manager and Head of Commercial & Development Services on commercial and development settlements processes. Your primary responsibility will be to accurately manage files for settlement in accordance with La Trobe Financial's policy and procedure, while adhering to all legislative requirements.
\To achieve this, you will liaise with solicitors, brokers and borrowers to ensure timely settlement. Additionally, you will assist with and support the wider department, Business Development Managers, brokers and borrowers with settlement enquiries, lending initiatives and reporting requirements to ensure divisional targets and objectives are met.
\In addition to the above, you will provide essential support to the Commercial Settlement Manager, assisting in workflow coordination and team management. You will play a key role in knowledge-sharing and staff development, ensuring continuous learning and fostering of a collaborative work environment.
\Key Responsibilities
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- Preparation of files for settlement in accordance with La Trobe Financial's policy and procedure, while adhering to all legislative requirements.\
- Ensure documentation received satisfies requirements of outstanding conditions (including construction requirements) prior to settlement.\
- Coordination of training for your team, including providing expert advice to the Commercial and Residential settlements teams.\
- Effectively communicate and liaise with internal and external stakeholders (Brokers, Solicitors, Business Development Managers, Credit Teams and the Progress Payment Team).\
- Competent with the following programs: Loan Closer, Equifax, Valuation Exchange (Valex), Global X.\
- Provide support to the Manager as and when required with people leadership tasks.\
