Logo for Senior Documentation & Settlements Manager

Senior Documentation & Settlements Manager

Machine Finance Pty Ltd
South Melbourne, VIC
A$100,000-$125,000 p/a
Banking & Financial Services → Settlements
Full-time
On-site

Posted 20 hours ago


Machine Finance is a specialist boutique finance brokerage working closely with business owners across earthmoving, mining, transport, manufacturing, and other heavy industries.
We provide a high level of service to a growing base of repeat clients by managing their complex finance needs with efficiency and skill.

We’re looking for an experienced Senior Documentation & Settlements Officer with a proven background in equipment finance - either from a broker or bank environment. The right person will be ready to hit the ground running, taking full ownership of the documentation and settlements function while working closely with our small, tight-knit, and capable team.

You’ll manage everything from post-loan approval through to settlement and related administration. This role works directly with the firm’s director and operations manager, who bring over 30 years of combined equipment finance experience and are committed to supporting and growing with the right people.

Machine Finance is an established, fast-growing firm that consistently settles above-industry-average loan volumes for its size. We work with long-term, trusted clients and are looking for someone who can build relationships and take ownership of this critical area of the business.

What You’ll Be Doing

Preparing finance documentation for lenders and clients

Reviewing, checking, and lodging signed documentation with lenders

Liaising with funders, clients, suppliers, and internal stakeholders to coordinate accurate and timely settlements

Managing settlement checklists and keeping all parties informed throughout the process

Following up on missing items and ensuring all lender conditions are met

Maintaining accurate records and updating internal systems

What We’re Looking For

Minimum 2–3 years’ experience in an equipment finance brokerage or similar role with a bank or lender

Confident using multiple lender systems and portals

Solid understanding of KYC, AML/CTF requirements, and experience guiding clients through compliance processes

Familiarity with Equifax, the PPSR register, and CRM platforms

Able to work effectively with third parties (suppliers, insurers, private sellers, etc.) to collect necessary documentation

Proactive and confident in following up clients and stakeholders

Strong attention to detail - you’ll be the final check before lodging settlements accurately

Clear communicator with strong time management skills

Organised and calm under pressure, with the ability to manage multiple transactions at once

Why Join Us?

Be part of a young, capable team known for integrity, skill, and high service standards

Work across a wide range of transactions, industries, and lenders

Take ownership of a key role as the business continues to grow

Build a long-term career in a firm that values capability and commitment

South Melbourne-based office, with some work-from-home flexibility for the right candidate


About Machine Finance Pty Ltd

Melbourne, VIC, Australia

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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