Financial Settlements Professional

11 hours ago


Sydney, New South Wales, Australia beBeeSettlements Full time $90,000 - $130,000
Job Title

We are seeking an experienced professional to join our organization as a Settlements Specialist. The successful candidate will be responsible for ensuring timely settlements of new personal loan applications and will work closely with our team to ensure a smooth process.

The Role:
  • Ensure the timely processing of new personal loan applications
  • Make necessary outbound calls to clients to notify them of the required steps to settle their loan
  • Prepare loan documentation for customers, ensuring all details are correct, along with including documentation necessary to settle
  • Report any issues with documentation/systems or processes to ensure a smoother process
  • Register/remove security interest using the PPSR
Requirements:
  • Candidate-orientated and committed to delivering an exceptional experience
  • A minimum of 12 months of settlements experience
  • Ability to manage your own time and workload effectively
  • Experience in either unsecured or secured personal loan settlement, with a proven track record of success
  • Thrives in a fast-paced role and enjoys changing environments
What We Offer:
  • Up to a 10% annual bonus
  • Flexible work arrangement, working from home two days a week (Thursday & Friday)
  • Fantastic modern working space
  • Opportunities for career growth and development
  • An excellent workplace culture


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