Settlements Coordinator

Smartgroup; Adelaide; On-site; AUD 60,000 - 75,000; Full time

Job summary

Smart is seeking a detail-oriented Settlements Coordinator to join our operations team. You will support the novated leasing process from documentation through to settlement, ensuring accuracy, compliance and efficiency at every step.

In this customer-facing role you will handle documentation, liaise with customers, financiers, employers and dealers, and manage a healthy pipeline of settlements while maintaining high privacy and regulatory standards.

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.

Responsibilities

• Prepare and issue finance and leasing documents with precision.
• Attend inbound and outbound customer calls and emails.
• Manage end-to-end novated lease settlement process, including responsibility for a pipeline of deals.
• Liaise with customers, financiers, employers, and dealers to ensure all documentation is complete and compliant.
• Monitor and follow up on outstanding documents to ensure timely settlements.
• 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

Job description

At Smart, we are genuinely excited about the role we play in your skills growth and career development. We advertise internally, all our vacancies from accross the group, and encourage you to apply.

What's the role?

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 through to 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:

• Prepare and issue finance and leasing documentation with precision and timelinessAttend to both inbound and outbound customer calls and emails
• Attend to both inbound and outbound customer calls and emails
• Manage the end-to-end novated lease settlement process, including responsibility for a pipeline of deals
• Liaise with customers, financiers, employers, and dealers to ensure all documentation is complete and compliant
• Monitor and follow up on outstanding documents to ensure timely settlements
• 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

Please note to be eligible to apply you should have been in your current role for a minimum of 9 months. An internal application does not guarantee progression to the interview stage. Your application will be reviewed, and feedback will be provided during the recruitment process.

For more information, please find our Recruitment Policy and processes on our intranet.