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Finance Settlement Manager
3 weeks ago
We are seeking a highly skilled Settlements Manager to join our team. This role will be responsible for managing the settlement process, ensuring smooth communication with clients and stakeholders, and maintaining accurate documentation.
The ideal candidate will have experience in settlements, lending, or client services within financial services and possess strong organizational skills, attention to detail, and excellent communication abilities.
This is a full-time position offering flexible working arrangements, ongoing training and professional development opportunities, and the chance to be part of a growing brand making waves in the finance space.
About the Role- Manage the settlement process from post-approval to settlement, ensuring clear communication and a smooth process.
- Review, verify, and prepare settlement documentation in line with lender, business, and regulatory requirements.
- Act as the main point of contact for clients, brokers, solicitors, and lenders, providing updates throughout the journey.
- 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.
- Maintain accurate and up-to-date records of client interactions and settlement progress.
- Collaborate with internal teams to ensure seamless settlement experiences.
- 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.
- At least 1 year of experience in a Settlements Manager, customer management, or similar 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.
- A dynamic and team-oriented work culture where your contributions are recognized.
- Flexible working arrangements to support your lifestyle and balance.
- Ongoing training and professional development opportunities.
- The chance to be part of a growing brand that's making waves in the finance space.
- Strong communication skills – both written and verbal – with the ability to make complex processes feel simple and supportive.
- Exceptional organizational skills and the ability to manage multiple priorities at once.
- A proactive, solutions-focused mindset and a knack for problem-solving.
- Meticulous attention to detail when handling client documentation and settlement requirements.
- Confidence in building strong relationships with clients and external stakeholders.
