Settlement Officer

4 months ago


North Sydney, Australia Shift Full time

Company Description

At Shift, disruption, transformation, and positive change is important to us. We’re resetting expectations around how businesses trade, pay and access funds with an experience that is simple and seamless. Enabled by streaming data, we provide credit and payments platforms that are a better way to do business.

We’re here to help Australian businesses and want you to be a part of it. As part of the team, you’ll approach new challenges with a clean sheet of paper, reimagine possibilities and deliver results that are 10x better than before.

As one of Australia’s fastest-growing companies, you’ll join a team that has been recognised across the industry.

  • AFR’s Fast 100
  • Deloitte’s Technology Fast50,
  • Smart Company’s Smart50
  • Deloitte’s Asia Pacific Technology Fast 500

Job Description

In this role you will play a key role in ensuring our clients and their business loans are well serviced and fully supported.

You will use your strong operational, administration and communication skills to improve the customer experience in a fast-paced, high-growth business. In this role, you will have the opportunity to work with a diverse and talented team and will help ensure our clients Settlements expectations are met, managed and delivered upon.

How you will make a difference

• Arrange the disbursal & collection of loans via the company’s Loan Mgmt System.

• Ensure all incoming documents are in line with compliance requirements.

• Verify information as per company & banking policy prior to final settlement.

• Communicating directly with clients, suppliers, vendors, other internal teams & external partners.

• Completing reconciliations as required.

• Maintain, manage, & update settlement data.

• Ensuring the company adheres to AML, CTF & internal risk requirements.

Qualifications

Previous experience in Settlements in the asset finance or trade finance industry.

What you will be doing:

• Previous experience in the asset finance or trade finance industry is desirable.

• Experience in Fintech, banking or similar industries is also an advantage.

• Have a strong understanding of Anti Money Laundering Law and legislative requirements.

• Willing to help customers and internal departments solve complex tasks and be prepared to take the initiative to achieve the goal.

• Strong attention to detail.

• Excellent interpersonal and communication skills

• A high degree of self-motivation and drive, and willingness to learn

Additional Information

Our culture

You’ll have supportive management helping develop your skills with regular catch ups, career development programs and annual reviews. You’ll have the opportunity to work with a diverse, talented and results-driven team that thrives on new challenges in an innovative and transformational setting.We value all employee input, you won’t find politics or egos: just one team, with shared successes and shared learnings.

The perks

At Shift, you’ll get great range of benefits such as:

  • Industry leading 26 weeks paid parental leave & 2 weeks partner leave.
  • Flexible working, from home and office and get your birthday off
  • Diversity is probably something you care about, there are 26 different languages spoken by employees here.
  • We have a private prayer room and mothers’ room on site for employees to use.
  • If you like keeping active on your way to work or at lunch time, we have excellent end of trip facilities. 

If you don’t have all qualifications/skills but think you would be a great fit- get in touch. No updated resume? No problem Send us what you have and your LinkedIn profile. All Applications will get a response


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