Settlement Specialist (Commercial & Resi)

Medpro Finance Corporation Pty Ltd; Sydney; Sur place; AUD 70 000 - 90 000; Plein temps

Résumé du poste

Medpro Finance Corporation Pty Ltd – Sydney CBD NSW is seeking a Settlement Specialist to join the Settlements team. The role covers documentation, settlements, securities and related processes, with exposure to PPSR and office support duties.

The ideal candidate has experience in commercial lending settlements, good numeracy and attention to detail, and proficiency with Excel. A proactive, collaborative approach will help support the sales team and cross-functional stakeholders.

Qualifications

• Experience in a commercial lending settlements role with exposure to PPSR is essential.
• Experience in a residential property lending settlements role is desirable.
• Exceptional attention to detail and accuracy.
• Strong numeracy.
• Proficiency with day-to-day use of Microsoft Excel.
• Self-starter with the ability to plan and prioritise effectively.
• Good written and verbal communication skills.

Responsabilités

• Documentation and Compliance: Check customer contracts, security deeds and related documents against credit approval prior to sign-up.
• Documentation and Compliance: Check customer contracts received from clients and those sent for settlement for completeness and accuracy.
• Documentation and Compliance: Confirm pre-settlement conditions are met and all settlement/operational requests are compliant with KYC/AML/CTF legislation.

Connaissances

Commercial lending settlements

Residential settlements experience

Attention to detail

Numeracy

Excel proficiency

Self-starter

Communication skills

Outils

PPSR

Microsoft Excel

Description du poste

Settlement Specialist (Commercial & Resi)

Medpro Finance Corporation Pty Ltd – Sydney CBD NSW

This is a key operational role within the Medpro Finance Settlements team, playing an integral part in ensuring client documentation, settlements, securities and other critical processes are managed accurately, efficiently and within required timeframes. The role also provides support across office management and general administrative functions, offering a diverse and varied scope of responsibilities.

Main duties and responsibilities

Documentation and Compliance

• Check customer contracts, security deeds and related documents against credit approval prior to being issued for sign-up
• Check customer contracts received from clients and those sent for settlement for completeness and accuracy
• Confirm pre-settlement conditions are met and all settlement/operational requests are compliant with KYC/AML/CTF legislation

Settlements and funding

• Prepare transaction settlements in our loan management system
• Advise relevant stakeholders of settlement completion and instructions
• Prepare payment directions for disbursement of settlement funds to clients and/or vendors
• Prepare PPSR lodgements for approval

Post-settlement

• Assist with security release checking and preparation
• Track and manage post-settlement action

Team support

• Assist with office management, including suppliers, expenses, marketing activities and client entertainment
• Assist the sales team and Chief of Staff with various client and ad-hoc tasks, such as team and client events and the annual company offsite

Skills and experience

• Experience in a commercial lending settlements role with exposure to PPSR is essential
• Experience in a residential property lending settlements role is desirable
• Exceptional attention to detail and accuracy
• Strong numeracy
• Proficiency with day-to-day use of Microsoft Excel
• Self-starter with the ability to plan and prioritise effectively
• Good written and verbal communication skills

What we offer

Medpro Finance operates in a unique competitive non-bank lender landscape. Our bespoke approach to lending allows us to offer attractive loan structures and security packages to customers that optimises both Medpro’s credit position and achieves the financial goals of our customers.

The Role

This is a key operational role within the Medpro Finance Settlements team, playing an integral part in ensuring client documentation, settlements, securities and other critical processes are managed accurately, efficiently and within required timeframes. The role also provides support across office management and general administrative functions, offering a diverse and varied scope of responsibilities.

Main duties and responsibilities

Documentation and Compliance

• Check customer contracts, security deeds and related documents against credit approval prior to being issued for sign-up
• Check customer contracts received from clients and those sent for settlement for completeness and accuracy
• Confirm pre-settlement conditions are met and all settlement/operational requests are compliant with KYC/AML/CTF legislation

Settlements and funding

• Prepare transaction settlements in our loan management system
• Advise relevant stakeholders of settlement completion and instructions
• Prepare payment directions for disbursement of settlement funds to clients and/or vendors
• Prepare PPSR lodgements for approval

Post-settlement

• Assist with security release checking and preparation
• Track and manage post-settlement action

Team support

• Assist with office management, including suppliers, expenses, marketing activities and client entertainment
• Assist the sales team and Chief of Staff with various client and ad-hoc tasks, such as team and client events and the annual company offsite

Skills and experience

• Experience in a commercial lending settlements role with exposure to PPSR is essential
• Experience in a residential property lending settlements role is desirable
• Exceptional attention to detail and accuracy
• Strong numeracy
• Proficiency with day-to-day use of Microsoft Excel
• Self-starter with the ability to plan and prioritise effectively
• Good written and verbal communication skills