Client-Facing Settlements & Compliance Coordinator

Smartgroup; Sydney; On-site; AUD 65,000 - 78,000; Full time

Benefits offered by this job

Smart Leave

Free lunch

Parental Leave

Return-to-Work Bonus

Make a Difference Days

Salary packaging and novated leasing

Free flu vaccinations

Employee Share Plan

Job summary

Smartgroup in Sydney, NSW, is seeking a Settlements Coordinator to support the novated leasing process before and after settlement, ensuring accuracy, compliance and efficient service.

You will handle credit applications, liaise with customers, financiers, employers and dealers, manage documentation, data entry and post‑sale fulfilment in a structured, process-driven environment while maintaining confidentiality.

Qualifications

• 1+ year experience in finance, or compliance-based role.
• Proven Customer Service experience.
• Strong attention to detail and ability to manage multiple tasks under tight deadlines.
• Excellent organisational and time management skills.
• Familiarity with credit application processes or leasing documentation (preferred).
• Strong written communication skills and ability to work independently.
• Comfortable working in a structured, process-driven environment.
• Proficiency with internal systems and documentation workflows.

Responsibilities

• Support the credit application process for customers
• Support with setting up Novated Leasing accounts at post-settlement
• Liaise with customers, financiers, employers, and dealers to ensure documentation is complete and compliant as required
• Attend to both inbound and outbound customer calls and emails
• Monitor and follow up customer requests with internal stakeholders to ensure an efficient service delivery
• Ensure all data entry and system updates are accurate and aligned with compliance standards
• Collaborate with internal sales and operations teams to support seamless post-sale fulfilment
• Maintain confidentiality and adhere to all privacy and regulatory requirements

Skills

Customer service

Attention to detail

Time management

Communication skills

Documentation workflows

Credit applications

Job description

Smartgroup in Sydney, NSW, is seeking a Settlements Coordinator to support the novated leasing process before and after settlement, ensuring accuracy, compliance and efficient service.

You will handle credit applications, liaise with customers, financiers, employers and dealers, manage documentation, data entry and post‑sale fulfilment in a structured, process-driven environment while maintaining confidentiality.