Finance Settlements & Customer Service

Equifund Financial Group; Sydney; On-site; AUD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary package

Full training and support

Broad exposure to commercial & asset‑l

Career progression

Supportive team environment

Sydney office

Job summary

Equifund Financial Group is seeking a Finance Settlements & Administration Officer to join our Sydney team. You will support our finance brokers and move approved applications through to settlement, coordinating the process with clients, lenders, dealerships and suppliers.

You will handle documentation, lender conditions and post-settlement tasks while maintaining accurate records and supporting a fast-paced finance environment.

Qualifications

• Experience in finance, lending, settlements, banking or administration.
• Strong attention to detail and accuracy with documents.

Responsibilities

• Manage approved finance applications through the settlement process.
• Proactively contact clients, lenders, dealers, suppliers and insurers to obtain missing information.
• Review finance approvals and identify outstanding lender conditions.
• Coordinate invoices, insurance certificates, payout letters and other settlement requirements.
• Prepare and lodge settlement documentation and lender-specific forms.
• Follow up outstanding requirements to progress settlements quickly.
• Keep clients informed throughout the settlement process and respond to inquiries.
• Liaise with lenders and brokers to resolve settlement issues or conditions.
• Perform credit checks, bank statement retrievals and ID verification.
• Maintain accurate client and application records across CRM and lender portals.
• Monitor the settlement pipeline and prioritise upcoming settlements.
• Assist brokers with application and client administration as needed.
• Complete post-settlement administration and follow-up.
• Provide general administrative support to the team.

Skills

Finance experience

Settlement processes

Administration

Communication skills

Tools

CRM systems

Microsoft Office

Job description

Finance Settlements & Administration Officer

About us

Equifund Financial Group is a growing commercial asset finance brokerage based in Sydney, helping businesses across Australia secure finance for trucks, vehicles, machinery, equipment and other business assets.

We work with a broad panel of banks and non-bank lenders and pride ourselves on delivering a fast, professional and straightforward finance experience for our clients.

As our business continues to grow, we are looking for an organised and proactive Finance Settlements & Administration Officer to join our team.

About the role

This is a hands‑on settlements and administration role supporting our finance brokers and helping move approved applications through to settlement.

You will be responsible for coordinating the settlement process, communicating with clients, lenders, dealerships and suppliers, collecting outstanding documentation, satisfying lender conditions and ensuring each deal progresses efficiently through to settlement.

The role also includes general finance administration and broker support, making it ideal for someone who enjoys working in a fast‑paced environment, communicating with people and keeping multiple tasks moving at once.

Previous asset finance experience is highly regarded but not essential. We are open to candidates from administration, banking, lending, mortgage broking, conveyancing, insurance or other professional services backgrounds who have strong attention to detail and are comfortable working with documentation and clients.

Key responsibilities

• Manage approved finance applications through the settlement process

• Proactively contact clients, lenders, dealerships, suppliers and insurers to obtain outstanding information and documentation

• Review finance approvals and identify outstanding lender conditions

• Coordinate invoices, insurance certificates, payout letters and other settlement requirements

• Prepare and lodge settlement documentation, compliance documents and lender‑specific forms

• Follow up outstanding requirements to ensure settlements progress quickly

• Keep clients informed throughout the settlement process and assist with general enquiries

• Liaise with lenders and brokers to resolve settlement issues or outstanding conditions

• Complete credit checks, bank statement retrievals, ID verification and other finance administration

• Maintain accurate client and application records across our CRM and lender portals

• Monitor the settlement pipeline and prioritise upcoming settlements

• Assist brokers with application and client administration where required

• Complete post‑settlement administration and follow‑up

• Provide general administrative support to the wider team

About you

We are looking for someone who is highly organised, proactive and comfortable taking ownership of the settlement process.

You will ideally have:

• Experience in finance, lending, settlements, banking or administration

• Strong attention to detail and accuracy when working with documents

• Excellent verbal and written communication skills

• Confidence speaking with clients, lenders and suppliers over the phone

• A proactive approach to following up outstanding tasks

• Strong organisational and time‑management skills

• The ability to manage multiple settlements and competing priorities

• Good computer skills and confidence learning new systems

• A sense of urgency and the ability to work effectively in a fast‑paced environment

• A positive, team‑focused attitude

Experience within asset finance, mortgage broking or commercial lending will be highly regarded, however training will be provided for the right candidate.

What we offer

• Competitive salary package based on experience

• Full training and support

• Exposure to a broad range of commercial and asset finance transactions

• Opportunity to develop your knowledge of the finance industry

• Career progression as Equifund continues to grow

• Supportive and collaborative team environment

• Sydney‑based office