Our client is a well-established finance provider within the Australian market, recognised for delivering tailored commercial and asset finance solutions. With a strong reputation for service, efficiency, and long-standing client relationships, the business continues to grow across its operations.
Operating in a collaborative and professional environment, the organisation offers structured processes, supportive leadership, and the opportunity to build your experience within a high-performing team.
The Role
An opportunity has become available for a Settlements Officer to join the team, supporting the end-to-end settlement process for asset finance transactions.
Your responsibilities will include:
- Managing settlements from approval through to funding, ensuring accuracy and timeliness
- Preparing and reviewing loan documentation in line with company policy and compliance requirements
- Liaising with brokers, clients, and internal teams to facilitate smooth settlements
- Following up outstanding documentation and settlement conditions
- Maintaining accurate records across internal systems
- Providing a high level of service to both internal and external stakeholders
To be successful in this role, you will have:
- Minimum 12 months’ experience in settlements, loan processing, or financial services operations
- Exposure to asset finance or commercial lending (highly regarded)
- Strong attention to detail and the ability to manage multiple transactions at once
- Confident communication skills, with the ability to liaise with a range of stakeholders
- A proactive and organised approach, with the ability to work within structured processes
- A team-focused mindset with the ability to work independently when required
If you’re looking to build your experience within a supportive and growing financial services environment, please email your resume to sbolster@sbrecruitment.com or contact Sarah Bolster on 02 9002 5001 for a confidential discussion.
