Settlements Officer

Reporting directly to the Support Services Team Leader, you will be responsible for the following duties:

  • Reviewing loan documentation for financing transactions.
  • Coordinating with internal teams such as sales, credit, legal, and operations to ensure smooth processing of transactions.
  • Communicating with customers to collect necessary information, clarify terms, and address any concerns related to settlements.
  • Verifying the accuracy and completeness of all documentation and information provided.
  • Ensuring compliance with regulatory requirements and company policies throughout the settlement process.
  • Facilitating the funding process by coordinating with relevant parties to ensure timely disbursement of funds.
  • Maintaining accurate records of all settlement activities and transactions for audit and reporting purposes.
  • Identifying and resolving any discrepancies that arise during the settlement process.  

To be successful with this opportunity, you must have experience in the following areas and possess the below personal qualities:

  • Minimum 12 months experience working as a dedicated settlements officer in the finance sector.
  • An understanding of commercial asset finance products is advantageous.
  • Ability to thoroughly review and analyse documentation to ensure accuracy.
  • Capability to manage multiple tasks simultaneously, prioritize workload, and meet deadlines in a high volume environment.
  • Effective verbal and written communication skills to interact with customers as well as internal and external stakeholders.
  • Ability to resolve issues efficiently while maintaining a focus on customer service and compliance.  

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