Residential Settlements Officer

4 days ago

Melbourne, Victoria, Australia La Trobe Financial Services Pty Limited Full time $80,000 - $120,000 per year

About La Trobe Financial

Australia's leading Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney.

The Opportunity

As a Residential Settlements Officer in our Customer Services division you will be responsible to manage a portfolio of residential loans from letter of offer stage through to settlement. You will liaise with solicitors, brokers, and borrowers to achieve settlement within the required time frames.

You will work both autonomously and collaboratively within your team, as well as with a range of other teams within and outside of the division including business development managers, brokers and borrowers with settlement enquiries.

The successful applicant will have a strong understanding of the residential settlements process, be able to work to tight deadlines and at times under pressure, be able to execute a strong attention to detail and demonstrate excellent customer service skills.

Key Responsibilities

  • Preparation of files for settlement in accordance with La Trobe Financial's policy and procedure
  • Adhere to all legislative requirements
  • Ensure documentation received satisfies requirements of outstanding conditions prior to settlement
  • Effectively communicate with brokers, borrowers and solicitors to ensure they are aware of the progress of their file until settlement
  • Competent with the following programs: Loan Closer, Equifax, Valuation Exchange (Valex), Global X
  • Ensure a high level of customer service and professionalism is maintained with all brokers, borrowers and BDM's
  • Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial's corporate values at all times

About You

  • You are highly motivated and enthusiastic with a team-based mindset
  • Prior knowledge and experience in understanding the residential settlements process. Experience in a similar role will be highly regarded.
  • Understand the end to end loan process and documentation requirements
  • Can manage daily workload autonomously and work to deadlines
  • Demonstrate excellent customer service and communication skills
  • Shows initiative, has strong problem-solving skills and excellent attention to detail
  • Is willing to help colleagues achieve team KPIs
  • Strong decision making and relationship building skills

Employee Benefits

  • Flexible working arrangements
  • Paid birthday leave
  • Paid volunteer days
  • Ability to purchase additional leave
  • Employee Assistance Program (EAP)
  • Training opportunities
  • Social events
  • Retail discounts with Reward Gateway

We value your interest and encourage you to apply today. By joining us, you'll become part of a dynamic team dedicated to growth, relationships, and excellence.

Please note that only shortlisted candidates will be contacted.

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