Finance Settlements & Administration Officer

Equifund Financial Group; Sydney; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive salary package

Full training and support

Career progression opportunities

Job summary

Equifund Financial Group in Sydney is seeking a Finance Settlements & Administration Officer to support our finance brokers from approval through settlement. This hands-on role involves coordinating settlements and documenting processes across CRM and lender portals.

You will manage settlements, communicate with clients, lenders, dealerships and insurers, and ensure all conditions are met so deals progress smoothly. Training and career progression are available.

Qualifications

• Experience in asset finance, lending, banking, mortgage broking, settlements or finance administration would be highly regarded, but it’s not essential.
• Attention to detail and strong communication are essential for coordinating multiple stakeholders.

Responsibilities

• Managing approved finance applications through to settlement.
• Liaising with clients, lenders, dealerships, suppliers and insurers.
• Reviewing approvals and coordinating outstanding settlement conditions.
• Preparing finance and settlement documentation.
• Following up invoices, insurance, payout letters and supporting documents.
• Keeping clients updated throughout the process.
• Maintaining accurate records across CRM and lender portals.
• Supporting brokers with finance administration and client enquiries.

Skills

Organised

Multitasking

Phone communication

Tools

CRM software

Lender portals

Job description

We’re hiring: Finance Settlements & Administration Officer

Equifund Financial Group is growing, and we’re looking for an organised, proactive and motivated person to join our Sydney team.

This is a hands-on role working closely with our finance brokers to help take commercial finance deals from approval through to settlement.

You’ll be involved in the day-to-day coordination of settlements, communicating with clients, lenders, dealerships and suppliers, collecting documentation, satisfying lender conditions and making sure deals keep moving.

What you’ll be doing:

• Managing approved finance applications through to settlement


• Liaising with clients, lenders, dealerships, suppliers and insurers


• Reviewing approvals and coordinating outstanding settlement conditions


• Preparing finance and settlement documentation


• Following up invoices, insurance, payout letters and supporting documents


• Keeping clients updated throughout the process


• Maintaining accurate records across our CRM and lender portals


• Supporting our brokers with finance administration and client enquiries


• Helping keep our settlement pipeline organised and moving efficiently

Who we’re looking for:

You’ll be highly organised, confident communicating over the phone and comfortable managing multiple priorities in a fast-paced environment.

Experience in asset finance, lending, banking, mortgage broking, settlements or finance administration would be highly regarded, but it’s not essential.

We’re also open to someone with a strong administration or professional services background who has the right attitude and wants to build a career in finance.

For us, attention to detail, communication, urgency and a willingness to learn are more important than ticking every box.

Benefits:

• Competitive salary package


• Full training and support


• Work across a broad range of commercial and asset finance transactions


• Genuine opportunity to learn and progress