Post Settlement Operations Officer
1 day ago
**About the Role**
The role of Post Settlement Operation is responsible for most deals post settlement for our niche customer segment across the Residential, Commercial & Corporate product offerings.
The roleis critical, alongside our key stakeholders, in delivering on an exceptional customer experience & delivering sustainable, profitable growth, by supporting the post settlement tasks relating primary to our Asset Finance, Commercial and Residential products, in an efficient, productive & quality manner.
Alongside these critical functions, the role also involves actively managing & complying with Group Operational Risk frameworks which from time to time may involve reporting, investigation and remediation activities.
The role will involve opportunities to support professional growth & development to support our Residential, Asset Finance & Transactional Operations teams at peak periods to continue delivering on our commitment to our customers.
- Investigation &; remediation of transactions, funds allocation and associated system entries for our Banking/Funding accounts.
- Process all discharge requests for Vehicles across the Commercial & Corporate product offerings including for facilities managed for and on behalf of other financial institutions.
- Communicate with critical internal and external stakeholders throughout post settlement requests to maximise the customer experience.
- Engage and contribute to team huddles, stand-ups or forums when required with a particular emphasis on highlighting continuous improvement initiatives, operational transformation opportunities or general efficiency measures.
- Problem solving of issues relating to transactions and loan accounts post settlement
- Management of account exception reporting
- Loan maintenance activities
- General administration in relation to the management of Residential and Commercial finance transactions
- Ad-hoc projects related to system and process improvements
- Preparation and review of documentation (covering statements and or adhoc letters) relating to BOQ Specialist products
- Exemplify the BOQ Group values of Spirited, Optimistic, Curious, Inclusive, Accountable and Lionhearted to contribute to the purpose of Building Social Capital through Banking.
**About you**
- Competent in adherence to process and following procedures
- Focused on delivering an exceptional customer experience
- Current or previous experience in banking, finance or conveyancing in particular transaction investigation and remediation
- Exposure to and basic knowledge of operational lending process lifecycles across Residential, Commercial or Corporate product offerings
- Basic understanding of legal, regulatory, compliance & industry requirements in a lending context
- Intermediate knowledge of Microsoft Office 365 suite of products
- Demonstrated ability to manage multiple technical platforms and able to employ manual workarounds when technical issues arise
- Excellent organisational skills and strong attention to detail
- Strong ability to work within a team environment and proven ability to utilise a growth mindset and positively contribute to the implementation of change at a team level
- Excellent oral & written communication skills with multiple stakeholders which may involve communicating technical information to non-technical audiences.
- Minimum 3-4 years’ experience in a similar role in commercial finance or banking environment.
**About Us**
BOQ is one of Australia’s leading regional banks and provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. Our ambition is to be known as the bold challenger bank; with multi-brands that are digitally enabled with a personal touch.
BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.
BOQ’s Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
In 2021 BOQ Group was awarded a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation.
**Our Benefits**
- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Paid volunteer days
- Purchase annual leave
- BUPA Corporate Plan
- Employee Assistance Program (EAP)
- A ‘zero tolerance’ to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
- 5 employee diversity network groups focusing on; First Nations Reconciliation Council, Proudly ME (LGBTIQA+), Multicultural, Gender and Early Career.
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