Settlement Officer

6 days ago

North Sydney, Australia Shift Full time

**Company Description**:
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.

In this role you will play a key role in ensuring our clients and their business loans are well serviced and fully supported.

You will use your strong operational, administration and communication skills to improve the customer experience in a fast-paced, high-growth business. In this role, you will have the opportunity to work with a diverse and talented team and will help ensure our clients Settlements expectations are met, managed and delivered upon.

**How you will make a difference**
- Arrange the disbursal & collection of loans via the company’s Loan Management System.
- Ensure all incoming documents are in line with compliance requirements.
- Verify information as per company & banking policy prior to final settlement.
- Communicating directly with clients, suppliers, vendors, other internal teams & external partners.
- Completing reconciliations as required.
- Maintain, manage, & update settlement data.
- Ensuring the company adheres to AML, CTF & internal risk requirements.

**Qualifications**:
Previous experience in Settlements in the asset finance or trade finance industry.

**What you will be doing**:

- Previous experience in the asset finance or trade finance industry is desirable.
- Experience in Fintech, banking or similar industries is also an advantage.
- Have a strong understanding of Anti Money Laundering Law and legislative requirements.
- Willing to help customers and internal departments solve complex tasks and be prepared to take the initiative to achieve the goal.
- Strong attention to detail.
- Excellent interpersonal and communication skills
- A high degree of self-motivation and drive, and willingness to learn

**Additional Information**:

- Collaborative teams - a flat structure means everyone can learn from colleagues and senior leaders around the business.
- Be involved - come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
- Flexible working environment - we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
- Family support - industry leading 26 weeks paid parental leave.
- Varied workspaces - our office enables areas for collaboration, brainstorming and socialising as well as focus zones.
- Range of benefits - supporting your physical, psychological and financial wellbeing.

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