Client Settlement Specialist

2 days ago

Melbourne, Victoria, Australia beBeeSettlement Full time $70,000 - $80,000
About This Role

We're seeking a settlement expert to manage the process with precision and care, ensuring clients feel supported and informed throughout. Key responsibilities include managing workflows, liaising between stakeholders, and identifying opportunities for improvement.

  • Act as a main point of contact for clients, brokers, solicitors, and lenders, maintaining clear communication and a smooth process.
  • Communicate with clients following their broker meeting, collecting information and documents, and providing updates throughout their journey.
  • Review, verify, and prepare settlement documentation in line with lender, business, and regulatory requirements.
  • Manage communication between clients, brokers, solicitors, and lenders to facilitate a seamless settlement experience.
  • Manage priorities and coordinate with stakeholders to meet deadlines and deliver a high standard of service.
  • Resolve settlement-related queries as an escalation point, maintaining a proactive and solution-focused approach.
  • Support internal team workflows, helping brokers and clients stay on track with timelines and requirements.
  • Identify and support improvements to processes, systems, and client experience.
  • Collaborate with internal teams to keep workflows on track and aligned with client expectations.
  • Develop and review customer service procedures to maintain compliance and service excellence.
  • Liaise with service providers and internal departments to meet client needs and enhance satisfaction.
  • Support after-settlement follow-ups and contribute to service improvement initiatives.
  • Contribute to team projects, administrative support, and initiatives to continually improve client service delivery.
Key Requirements
  • At least 1 year of experience in a settlement or customer management role within the financial services industry.
  • Experience in lending, loan settlements, or a similar role within financial services with a strong understanding of the loan process from application to settlement.

This is an opportunity to join a growing brand that values collaboration, celebrates wins together, and puts people first. We offer a dynamic work culture, flexible working arrangements, ongoing training, and the chance to make a real impact.

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