Settlements Coordinator

1 week ago


Melbourne, Victoria, Australia McMillan Shakespeare Full time $80,000 - $120,000 per year

The Settlements Coordinator is responsible for all aspects of; credit approval, generating lease documents, checking files, co-coordinating settlement, providing support to Leasing Consultants and providing MSA clients with a single point of contact during the settlement process.

The Role:

Processing - Processing all documentation for settlements:

‒ Finance applications

‒ Ordering cars

‒ Settling client leases

‒ Contracting settlements

  • Portfolio management including accurate data inputting; reporting and generation of settlement packs along with management of external financiers.

Client Relationship Management/ follow up - Liaising with clients and support them through the settlement process; proposal and lease documents; manage client relationships.

Third Party Contact/ follow up - Managing Dealer relationships and expediting the return of necessary documents; Managing credit and settlement turnaround times ensuring open communication and acting in a manner which best supports the Leasing Consultants requirements.

Quality Assurance - Ensuring all processing/ follow up is carried out to a highest standard; ensuring calls are answered within KPI/ GOS; Act in a manner compliant to all (legislation) Maxxia operates under.

Capabilities & Behaviours - Commitment and proven ability to provide a high level of customer service.

  • Strong attention to detail and accuracy and computer literacy in Microsoft / Windows environment.
  • Ability to work effectively in a team environment. Engages in pro-active behaviour, takes action to seize opportunities and promote new ideas and solve problems.
  • High level of written and verbal communication skills. Express information and ideas clearly and concisely, and confirms understanding.
  • Ensures completeness and accuracy of tasks, information and activities and shows attention to detail.
  • Effectively manages own time by planning activities and setting priorities. Acts in an urgent manner at all times.
  • Able to identify product benefits and the ability to effectively communicate them to potential customers.

What you will bring:

  • Minimum 3 years experience in a customer service and/ or sales orientated role.
  • Experience working in commerce/ financial services areas
  • Knowledge of salary packaging administration or fleet management highly regarded.

Qualifications

  • VCE or equivalent.

What we can offer you:

  • Novated leasing benefits and discounts
  • 12 weeks paid parental leave and access to our Parents Portal
  • Comprehensive learning and development opportunities to support your career growth
  • Sonder digital wellbeing platform, providing personalised support 24/7, plus annual flu vaccinations
  • Default Income Protection Insurance reimbursed for members of the MMS Default Super Fund
  • Exempt Employee Share Plan

Embracing our value of Everyone Matters we hold a collective commitment to foster an environment where all differences are valued and respected.

  • We encourage individuals from all backgrounds including Aboriginal and Torres Strait Islander peoples, those caring for someone or living with a disability, LGBTQIA+ and culturally diverse applicants to apply.
  • We embrace hybrid working and welcome conversations about flexibility.

Please note all successful candidates will undergo background checks (including criminal history and ASIC checks) and an NDIS Workers Screening Check if appropriate. All information provided will be treated confidentially.

We acknowledge Aboriginal and Torres Strait Islander peoples as the Traditional Custodians of the lands where we live, learn and work.

If you identify as a person living with disability and require adjustments to our recruitment process, please contact us at

What we can offer you:

  • Novated leasing benefits and discounts
  • 12 weeks paid parental leave and access to our Parents Portal
  • Comprehensive learning and development opportunities to support your career growth
  • Sonder digital wellbeing platform, providing personalised support 24/7, plus annual flu vaccinations
  • Default Income Protection Insurance reimbursed for members of the MMS Default Super Fund
  • Exempt Employee Share Plan

Embracing our value of Everyone Matters we hold a collective commitment to foster an environment where all differences are valued and respected.

  • We encourage individuals from all backgrounds including Aboriginal and Torres Strait Islander peoples, those caring for someone or living with a disability, LGBTQIA+ and culturally diverse applicants to apply.
  • We embrace hybrid working and welcome conversations about flexibility.

Please note all successful candidates will undergo background checks (including criminal history and ASIC checks) and an NDIS Workers Screening Check if appropriate. All information provided will be treated confidentially.

We acknowledge Aboriginal and Torres Strait Islander peoples as the Traditional Custodians of the lands where we live, learn and work.

If you identify as a person living with disability and require adjustments to our recruitment process, please contact us



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