Settlements Officer

📋 Description

• Coordinate loan disbursement and collection through the Loan Management System.
• Review and validate settlement documentation for completeness and compliance.
• Verify customer, facility, and security information prior to settlement.
• Liaise with clients, brokers, suppliers, vendors, internal teams, and partners to manage timelines.
• Maintain and update settlement data and records for reporting and audit readiness.
• Complete reconciliations and post-settlement checks as required.

🎯 Requirements

• Experience in settlements within asset finance or business finance preferred.
• Experience in fintech, banking, or financial services highly regarded.
• Strong AML and CTF obligations understanding.
• Familiarity with loan documentation, settlement workflows, and funding processes.
• Strong attention to detail and ability to manage multiple settlements.
• Excellent written and verbal communication with stakeholders.

🎁 Benefits

• Collaborative teams with a flat structure for learning.
• Be involved: quarterly roadmaps and strategy updates.
• Flexible working environment with North Sydney base and policy.
• Family support: 26 weeks paid parental leave.
• Purpose-built spaces within the office for collaboration and focused work.
• Wellbeing benefits, including a day off on your birthday and trip facilities.