Senior Settlements Specialist

3 weeks ago


Sydney, New South Wales, Australia SB Recruitment Full time

About the Role

The Company is seeking a highly skilled Settlements Officer to join its team in North Sydney. As a Settlements Officer, you will play a critical role in overseeing the settlement process for asset loans, from application through to settlement.

Key Responsibilities

  • Manage the settlement process end-to-end, ensuring accuracy, compliance, and timely completion.
  • Coordinate with internal teams and clients to ensure documentation is correct and requirements are met.
  • Navigate complex financial scenarios to ensure smooth and efficient settlements.
  • Provide high-level customer service, ensuring a positive experience for clients and stakeholders.
  • Review financial documentation, identifying areas for improvement, and implementing enhancements to streamline processes.

About You

  • Proven experience in asset loan settlements or a similar financial operations role.
  • A degree in Finance, Business, Commerce, or Economics (preferred but not essential).
  • Strong numerical and analytical skills, with a high attention to detail.
  • A proactive approach to problem-solving and process improvement.
  • Excellent communication skills, both written and verbal.
  • The ability to work independently while contributing to a collaborative team.


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