Residential Settlements Officer

2 weeks 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.

  • Settlements Officer

    2 weeks ago

    Melbourne, Victoria, Australia ORDE Financial Full time $90,000 - $120,000 per year

    Who are we?At ORDE, we are passionate (and a bit obsessed…) about being disruptive and pushing hard to improve the experience and results for mortgage brokers. Our purpose "Built for Brokers" is clear and simple and defines our entire strategy - delivering better experiences, more value and opportunity, anticipating more needs and communicating more...

  • Property Settlement Paralegal

    3 days ago

    Melbourne, Victoria, Australia MSA National Full time $60,000 - $90,000 per year

    About usMSA National is Australia's leading panel solicitor specialising in Banking and Finance Law. Founded in 1995, this year MSA celebrates 30 years of excellence through continuous innovation and growth, with offices in Brisbane, Sydney and Melbourne.We have a proud history in representing and delivering customer-centric solutions for some of the largest...

  • Settlement Officer

    4 weeks ago

    Melbourne, Victoria, Australia Finsure Group Full time

    OverviewFinsure South Melbourne, Victoria, Australia — Settlement OfficerDirect message the job poster from FinsureManage the final stages of the mortgage process, ensuring that all necessary documentation and financial transactions are completed accurately and efficiently, whilst providing a high level of service to all parties involved.ResponsibilitiesGo...

  • Settlement Officer

    4 weeks ago

    Melbourne, Victoria, Australia Finsure Group Full time

    OverviewFinsure South Melbourne, Victoria, Australia — Settlement OfficerDirect message the job poster from FinsureManage the final stages of the mortgage process, ensuring that all necessary documentation and financial transactions are completed accurately and efficiently, whilst providing a high level of service to all parties involved.ResponsibilitiesGo...

  • Settlement Officer

    5 days ago

    South Melbourne, Victoria, Australia Finsure Full time $60,000 - $80,000 per year

    Purpose of the PositionManage the final stages of the mortgage process, ensuring that all necessary documentation and financial transactions are completed accurately and efficiently, whilst providing a high level of service to all parties involved.Responsibilities of the PositionGo above and beyondAlways strive to go above and beyond the role to ensure the...

  • Purchasing & Settlements Officer

    21 hours ago

    Melbourne, Victoria, Australia FleetPartners Full time $60,000 - $90,000 per year

    Do you want to:·       work in an organisation where 98% of all team members believe that their manager genuinely cares about their well-being and feels valued?·       understand the strategic direction of your organisation and how your effort contributes to success?·       work in an inclusive environment who is proudly a WGEA Employer...

  • Settlement Coordinator

    3 weeks ago

    Melbourne, Victoria, Australia Slater and Gordon Lawyers Full time

    4 days ago Be among the first 25 applicantsSlater and Gordon Lawyers are a leading personal injury and class actions law firm where every member of our team has a shared passion for our clients we are people caring for people.Our commitment to our people includes offering genuine work-life balance, with a hybrid work environment allowing them to split their...

  • Settlement Coordinator

    3 weeks ago

    Melbourne, Victoria, Australia Slater and Gordon Lawyers Full time

    4 days ago Be among the first 25 applicantsSlater and Gordon Lawyers are a leading personal injury and class actions law firm where every member of our team has a shared passion for our clients we are people caring for people.Our commitment to our people includes offering genuine work-life balance, with a hybrid work environment allowing them to split their...

  • Credit / Settlements Officer

    2 weeks ago

    Melbourne, Victoria, Australia grenke Australia Full time $60,000 - $80,000 per year

    About UsBecome part of the growth story as one of the leading global leasing providers continues to expand into the Australian market.Atgrenke, we pride ourselves on our personal approach to leasing for small to medium sized businesses. With our presence in over 32 countries and more than 40 years of experience, we enable our resellers to streamline their...

  • Residential Real Estate Agent

    4 weeks ago

    Melbourne, Victoria, Australia Equitifund Group Full time

    About Us At Equitifund, we don't just sell property.We engineer accessible, innovative real estate solutions that challenge the norm.We are passionate about making property investment and ownership not just possible, but also transformative We specialise in residential and NDIS/SDA compliant properties, with a strong commitment to creating homes and...