Settlements Officer
Maclean Financial
Posted 16 days ago
An exciting opportunity to join one of Australia’s largest Finance Broker’s.
This is a great opportunity to come and work in a professional environment where hard work and a positive culture are at the forefront of everything we do.
We are looking for a skilled person to join our Settlements team. An enthusiastic can-do attitude is a must, relevant experience is not required but a desire to learn is.
Duties and Responsibilities
- Document/settlement prep
- CRM and system maintenance
- Customer service excellence
- Support the brokers with the deal flow including follow-ups
- Liaise with Internal and External stakeholders
- Liaise with customers, and any required external parties to co-ordinate settlements.
- Monitoring and managing the document/settlement pipeline and ensuring deadlines are met.
- Assisting with post-settlement customer inquiries
- Adhering to internal policies and external regulatory requirements
- Maintain and build relationships with clients and external parties
About Maclean Financial
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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