Settlements Specialist

6 hours ago


North Sydney Council, Australia Shift Full time
{"Job Title": "Settlements Specialist", "Job Description": "Key Responsibilities

As a Settlements Specialist at Shift, you will play a critical role in ensuring our clients' business loans are well serviced and fully supported.

You will utilize your strong operational, administration, and communication skills to improve the customer experience in a fast-paced, high-growth business.

In this role, you will have the opportunity to work with a diverse and talented team and will help ensure our clients' Settlements expectations are met, managed, and delivered upon.

Key Accountabilities
  • Arrange the disbursal and collection of loans via the company's Loan Management System.
  • Ensure all incoming documents are in line with compliance requirements.
  • Verify information as per company and banking policy prior to final settlement.
  • Communicate directly with clients, suppliers, vendors, other internal teams, and external partners.
  • Complete reconciliations as required.
  • Maintain, manage, and update settlement data.
  • Ensure the company adheres to AML, CTF, and internal risk requirements.
Requirements

Previous experience in Settlements in the asset finance or trade finance industry is desirable.

Experience in Fintech, banking, or similar industries is also an advantage.

A strong understanding of Anti-Money Laundering Law and legislative requirements is essential.

Excellent interpersonal and communication skills are required.

A high degree of self-motivation and drive, and willingness to learn, are necessary.

About Shift

At Shift, we're resetting expectations around how businesses trade, pay, and access funds with an experience that is simple and seamless.

We're here to help Australian businesses and want you to be a part of it.

Our culture is built on supportive management, regular catch-ups, career development programs, and annual reviews.

We value all employee input and strive for a politics-free and ego-free environment.

What We Offer

Industry-leading 26 weeks paid parental leave and 2 weeks partner leave.

Flexible working arrangements, including from home and office.

A diverse and talented team that thrives on new challenges in an innovative and transformational setting.

A private prayer room and mothers' room on site for employees to use.

Excellent end-of-trip facilities for those who like to stay active.

If you don't have all qualifications/skills but think you would be a great fit, get in touch. No updated resume? No problem. Send us what you have and your LinkedIn profile. All applications will receive a response.", "Company Description": "At Shift, disruption, transformation, and positive change are important to us. We're resetting expectations around how businesses trade, pay, and access funds with an experience that is simple and seamless. Enabled by streaming data, we provide credit and payments platforms that are a better way to do business.", "lang_code": "en-US"}



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