Construction Settlements Officer

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 Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $26 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income - we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

As part of the Settlements division of La Trobe Financial, your primary responsibility will be to manage a portfolio of Construction & Development loan files from Letter of Offer stage through to settlement. You will liaise with solicitors, brokers and borrowers to achieve settlement in the required time frame.

More broadly, you will be required to assist and support the broader department, Business Development Managers, brokers and borrowers with settlement enquiries, lending initiatives and reporting requirements to ensure divisional targets and objective are met.

Key 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 they are aware of the progress of their file until settlement

Competent with the following programs: Loan Closer, Equifax, Valuation Exchange (Valex), Global X

Ensure a high level of customer service and professionalism is maintained with all brokers, borrowers and BDM’s

Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial’s corporate values at all times

About You

The successful applicant will ideally possess prior knowledge and/or experience of the construction lending processes Additional skills desired include:

Strong understanding of the end-to-end loan process and documentation requirements

Strong mathematical and problem-solving skills

Ability to work under pressure

Excellent attention to detail, time management and organisational skills

Strong customer service and communication skills - both verbal and written

Strong decision making and relationship building skills as well as target focused

Employee Benefits

We’re all about balance - delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working here even better:

Celebrate your birthday - with a paid day off, just for you!

Give back - with paid volunteer days to support causes you care about;

More time for you - purchase additional annual leave when you need it;

Support for families - 18 weeks paid primary carer parental leave plus superannuation contributions;

Wild perks - free annual membership to Taronga Zoo and Collingwood Football Club!

Wellbeing first - access to our Employee Assistance Program (EAP);

Keep growing - with ongoing training and development opportunities;

Unforgettable socials - from team events to celebrations you’ll actually want to attend! and

Retail therapy - enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note, only shortlisted applicants will be contacted.