Construction Loan Settlements Specialist

La Trobe Financial; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Birthday off for your birthday

Volunteer days

Additional annual leave

18 weeks parental leave + superann

Taronga Zoo + Collingwood FC annual e

Employee Assistance Program (EAP)

Training and development opportunities

Team events and celebrations

Reward Gateway discounts

Job summary

La Trobe Financial is seeking a Settlements Officer to manage a portfolio of Construction & Development loan files from LOA to settlement in Melbourne. You will liaise with solicitors, brokers and borrowers to meet settlement timelines and uphold La Trobe Financial's standards.

The role requires strong attention to detail, math skills, and the ability to work under pressure while providing excellent service. A team-oriented, client-focused approach is essential.

Qualifications

• Understanding of end-to-end loan process and documentation requirements.
• Strong mathematical and problem solving skills are essential.
• Ability to work under pressure and maintain accuracy.

Responsibilities

• Preparation of files for settlement in accordance with La Trobe Financial’s policy and procedure.
• Adhere to all legislative requirements.
• Ensure documentation received satisfies requirements of outstanding conditions (including construction requirements) prior to settlement.
• Effectively communicate with brokers, borrowers and solicitors to ensure progress to settlement.
• Maintain high level of customer service and professionalism with brokers, borrowers and BDMs.
• Represent La Trobe Financial in a professional manner and demonstrate corporate values.

Skills

Strong mathematical skills

Problem solving

Attention to detail

Time management

Organisational skills

Customer service

Verbal and written communication

Relationship building

Target focused

Ability to work under pressure

Tools

Loan Closer

Equifax

Valuation Exchange (Valex)

Global X

Job description

La Trobe Financial is seeking a Settlements Officer to manage a portfolio of Construction & Development loan files from LOA to settlement in Melbourne. You will liaise with solicitors, brokers and borrowers to meet settlement timelines and uphold La Trobe Financial's standards.

The role requires strong attention to detail, math skills, and the ability to work under pressure while providing excellent service. A team-oriented, client-focused approach is essential.