Settlements Officer

2 weeks ago

Sydney, Australia Lotus People Full time

Join a national financial service provider on a 3 month contract
- Immediate start based in North Sydney
- Competitive salary
- $45 p/h
- **Take charge of ensuring all financial transactions related to Premium Funding are executed.**:

- **Collaborate cross-functionally with key stakeholders to settle loan premiums, brokers’ commissions, and related activities daily.**

**ABOUT THE COMPANY**

Our client is national financial services provider renowned for their expertise in premium funding solutions. With a dedicated team of professionals and a commitment to excellence, they pride themselves on delivering outstanding service to their clients across the country.

**ABOUT THE ROLE**

In this role, you will manage daily transaction banking activities, undertake reconciliations, process refund banking files, and ensure accurate postings in their loan system. You will play a key role in managing insurance premium and broker commission payments, driving operational efficiency, and upholding their reputation for excellence.

**DUTIES**
- Execute daily transaction banking activities
- Reconcile and allocate bank statements
- Manage insurance premium and broker commission payments
- Drive a culture of continuous improvement
- Collaborate with key stakeholders for effective business partnering

**SKILLS & EXPERIENCE**
- 5+ years’ experience in Accounts Manager / Settlement Office roles
- Experience in premium funding is beneficial
- Strong proficiency in MS Office/Excel and banking platforms
- Excellent communication and problem-solving skills
- Ability to manage competing priorities effectively

**CULTURE**

The team enjoy working in a collaborative environment where innovation and excellence are encouraged. a positive culture of continuous learning and development, where every team member is valued and empowered to succeed.

**HOW TO APPLY**
Click APPLY or contact (name), (position) on (phone) for a confidential discussion.

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