
Financial Settlement Specialist
4 days ago
We are seeking an experienced Settlements Officer to join our team in a Sydney-based startup, working from home two days a week.
The successful candidate will be responsible for timely settlements of new personal loan applications, making outbound calls to clients, and producing loan documentation with attention to detail.
Key Responsibilities:- Timely settlements of new personal loan applications
- Make necessary outbound calls to clients to notify them of the required steps to settle their loan
- Produce loan documentation for customers ensuring all details are correct along with including documentation necessary to settle
- Report issues with documentation/systems or processes to allow a smoother process
- Register/remove security interest using the PPSR
- Candidate-orientated and committed to delivering an exceptional experience
- Minimum 12 months of settlements experience
- Demonstrated ability to manage your own time and workload
- Experience 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
- Work from home two days a week (Thursday & Friday)
- Modern working space
- Growing company with various progression avenues
- Excellent workplace culture
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