Settlements Support

1 day ago

Sydney, New South Wales, Australia Equifund Financial Group Full time $60,000 - $80,000 per year

Our Company:

Equifund is an award-winning asset finance brokerage company based in Sydney's Eastern

Suburbs of Bondi Junction. We are a team of young, motivated, and hard-working

individuals.

We provide business financing solutions nation-wide. The company specialises in

financing new and used commercial vehicles and heavy equipment, as well as

providing unsecured financing solutions to all businesses across the country,

teaming up with the best and most competitive banks and financial institutions

known throughout Australia. In Short, we provide loans to businesses primarily

in transport, construction, mining and agriculture.

Position Overview

Were seeking a Settlement Support Officer & Admin Assistant to join our team in a full-time role. The successful candidate will work closely with our brokers to manage the settlement process and provide day-to-day administrative support. This is a phone-based, client-facing role that requires strong communication skills, a sense of urgency, and a focus on accuracy and compliance.

Key Responsibilities

  • Proactively call and follow up with clients, lenders, insurers, and suppliers to gather outstanding documentation
  • Liaise with lenders to confirm settlement conditions, coordinate invoices, and request payout letters
  • Prepare and lodge compliance documents, settlement packs, and lender-specific forms
  • Review approval letters and assist brokers in identifying settlement conditions to be satisfied
  • Track and manage the settlement pipeline to ensure deals progress on time
  • Coordinate client insurance policies and liaise with insurance providers as required
  • Accurately input and maintain data across CRM and lender portals
  • Conduct credit checks, bank statement retrievals, and ID verifications
  • Provide administrative support including meeting preparation, file management, and post-settlement follow-up
  • Maintain compliance with AML/CTF and responsible lending policies

Requirements:

  • Permanent Resident of Australia
  • Prior experience in
    asset finance
    ,
    mortgage broking
    , or
    commercial lending
    preferred
  • Excellent verbal communication and phone etiquette
  • High attention to detail when reviewing documents and meeting lender conditions
  • Ability to
    multitask and prioritise
    in a fast-paced, high-volume environment
  • Proficiency in Microsoft Office & CRM systems (Hubspot, Salesforce, Mercury or similar is highly regarded)
  • A proactive, can-do attitude and team-oriented mindset

Benefits:

Join a high-performing, supportive finance team

Gain exposure to diverse commercial lending scenarios

Clear career progression as the company continues to grow

Competitive salary package

Convenient Bondi Junction office location (2 min walk from train station)

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