Settlements Officer

1 hour, 56 minutes ago
Full-time
Junior
Customer and Technical Support
Virtual Assistance Services

Virtual Assistance Services

VirtualStaff365 is a Melbourne-based outsourcing specialist that helps Australian businesses source, hire, and retain virtual staff. They assist in improving operational efficiency, reducing staffing costs, and growing businesses by providing professio...

Professional Services
11-50
Founded 2016

Description

  • Process and finalise finance settlements accurately and on time.
  • Liaise with lenders, clients, and internal teams to ensure a smooth settlement process.
  • Manage and track settlement transactions through COG Settlement Portal.
  • Review and verify financial agreements and contracts for accuracy and compliance.
  • Coordinate with clients to collect required documentation for finance processing.
  • Conduct background checks and confirm all settlement conditions are met.
  • Maintain financial records, reports, and Excel spreadsheets.
  • Handle customer inquiries with professional and timely support.
  • Work closely with sales teams across the settlement process.
  • Assist with process improvements and proactively manage the settlement pipeline.

Requirements

  • 6 months to 2 years of settlement experience in finance, banking, or a related field.
  • Strong critical thinking and problem-solving skills.
  • High attention to detail and ability to work under pressure.
  • Experience dealing with lenders is highly desirable.
  • Proficiency in Excel for data management and reporting.
  • Excellent verbal communication skills with clear pronunciation and good pacing.
  • Customer service experience with the ability to build rapport quickly.
  • Strong organisational skills and ability to manage multiple transactions efficiently.
  • Familiarity with financial agreements, contracts, and loan calculators.
  • Willingness to work an additional weekend day when month-end falls on a weekend.
  • Must have a stable internet connection.

Benefits

  • Permanent work-from-home setup.
  • Dayshift schedule aligned to Australian business hours.
  • Full-time position.
  • HMO coverage.
  • Annual leave.
  • Adhoc bonus.

Interested in this position?

Apply directly on the company website

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