Financial Services Specialist

2 weeks ago


Brisbane, Queensland, Australia beBeeSettlements Full time $80,000 - $120,000
Job Title:

Settlements Officer

A key role exists for a Settlements Officer to join our team and contribute to the success of our business. The ideal candidate will have excellent customer service skills, strong attention to detail, and be able to work effectively in a fast-paced environment.

About the Role:

The primary responsibility of this position is to process loan settlements efficiently and accurately. This includes confirming and checking loan documentation, notifying brokers of any irregularities, and completing transaction data input.

The successful candidate will also be required to escalate issues related to disputed or ambiguous approval conditions to the Team Leader for resolution and reference to internal credit departments as needed.

Key Responsibilities:
  • Confirm and check loan documentation to ensure accuracy and completeness
  • Notify brokers of any irregularities and complete transaction data input accurately
  • Escalate issues related to disputed or ambiguous approval conditions to the Team Leader
Requirements:

To be considered for this role, you will need to possess full working rights and satisfy requisite background checks, including police clearance.

F-formal qualifications and/or relevant training in banking or financial services are desirable, along with prior customer service and/or financial service experience.

Selection Criteria:
  • Possess well-developed customer service skills and strong interpersonal attributes
  • Have strong attention to detail and ability to prioritise competing deadlines in a fast-paced environment
  • Possess strong computer skills and ability to pick up systems quickly
  • Be outcome-oriented with a customer-centric mindset
What's On Offer:

We offer attractive salary packages with negotiation based on individual fit against key selection criteria.

Packages include 17.5% Leave Loading, Superannuation and an attractive Incentive Scheme related to outputs and positive outcomes.



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