Strategic Settlement Expert

2 weeks ago

Sydney, New South Wales, Australia beBeeSettlement Full time $100,000 - $120,000
Job Description

As a Settlement Manager, you will be responsible for leading and coaching a team of Settlement Support Coordinators to deliver a seamless, efficient, and high-quality experience from Unconditional through to Settlement.

Key Responsibilities:
  • Lead, coach, and develop the Settlement Support team to consistently deliver high-quality outcomes and exceptional client experiences.
  • Conduct regular 1:1s and spot-checks to build skill, provide feedback, and ensure accountability.
  • Identify performance gaps and initiate improvement plans early to ensure quality and consistency.

You will maintain visibility over all active files and ensure timely, accurate execution of each milestone. Monitor caseloads, settlement stages, and SLA adherence; step in to resolve bottlenecks or client escalations.

Ensure all communications, documentation, and data entry across systems meet company standards. Oversee due diligence and post-settlement campaign set-up to minimise exposure and reputational risk.

Act as the primary escalation point for settlement-related issues across internal and external stakeholders. Provide regular updates to leadership on team performance, risk areas, and improvement opportunities.

Deliver clear, timely communication across functions to ensure end-to-end client experience continuity. Identify inefficiencies or bottlenecks in the settlement process and lead improvements.

Own knowledge base documentation for the Settlement team and ensure processes are up-to-date and easy to follow.

Proactively coordinate with Strategists, Acquisitions, and leadership to support a seamless client journey. Ensure client confidence, risk communication, and milestone management remain proactive and transparent.

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