Settlement Coordinator

Smartgroup; Sydney; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Smart Leave

Free lunch

Paid Parental Leave

Make a Difference Days

Salary packaging and novated leasing

Free flu vaccinations

Employee Share Plan

Job summary

Smartgroup in Sydney is seeking a Settlements Coordinator to support novated leasing processes from setup to post-settlement. You will liaise with customers, financiers, employers and dealers to ensure complete, compliant documentation and timely service delivery.

The role emphasizes accuracy, confidentiality and a structured, process-driven approach within an operations team dedicated to efficiency and compliance.

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

Written communication

Independent work

Education

1+ year experience in finance/compliance

Job description

Look forward to working with Australia’s leading and most trusted provider of Employee Management Services, making the benefits of salary packaging, novated leasing, and fleet management readily available to employers and their employees.

Working at Smartgroup offers more than a job. It is a dynamic workplace that matches the enthusiasm for the work you do and ambition for an exciting fast-paced career. We have all been hired for a purpose and a reason.

Every day you will be part of a team that helps support fellow Australians - many working in essential services, corporates, government, and not-for-profits - to take home more money in their pay packets.

Do you have what it takes to become a Smartgroup Settlements Coordinator?

Are you detail-driven and process-oriented with a knack for managing documentation and credit workflows? We’re looking for a Settlements Coordinator to join our operations team, supporting the novated leasing process before and after settlement—ensuring accuracy, compliance, and efficiency every step of the way. This is a customer-facing role, ideal for someone who thrives in customer service, managing documentation, liaising with internal teams and external stakeholders, and ensuring all settlement processes are completed to the highest standard.

Key Responsibilities include:

• 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

What you will bring:

• 1+ year experience in finance, or compliance-based role
• Proven Customer Service experience and ability
• 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

What’s in it for you?

Smart team members enjoy a range of benefits designed to support flexibility, wellbeing, reward, and growth:

• Smart Leave, an additional week of leave each year
• Free lunch every week
• Up to 20 weeks Paid Parental Leave with superannuation contributions and a Return-to-Work Bonus
• Make a Difference Days – paid days off to volunteer for the community and environment
• Salary packaging and novated leasing benefits (of course!)
• Free flu vaccinations
• Employee Share Plan

Grow with Purpose

At Smart, we’re driven by purpose and performance. We support individual and team growth via varied learning opportunities, open communication, and leaders who work to get the basics right – quality and regular one to ones, clear goals and success metrics, and growth conversations.

Our Commitment to Diversity and Inclusion

Everyone belongs and is welcome at Smart. We welcome people from diverse backgrounds to join our team, including Aboriginal and Torres Strait Islander peoples, veterans, people with disability, people who identify as LGBTQ+, all gender identities, and people of any socioeconomic status, age, race, national origin or ethnicity.

Our commitment to Diversity & Inclusion is reflected in the external recognition we’ve received, including being named:

• WGEA Employer of Choice for Gender Equality since 2019
• DCA Inclusive Employer 2025 – 2026
• Silver Employer on the Australian Workplace Equality Index

We’re also members of the Reconciliation Action Plan network, with a RAP at Innovate level.

Please note: all successful candidates will be required to complete background checks including a police clearance prior to confirmation of employment. Candidates must have unlimited Australian work rights to be considered for this role.