Settlements Coordinator

Smartgroup; City of Melbourne; On-site; AUD 60,000 - 90,000; Full time

Job summary

Smartgroup is seeking a detail-driven Settlements Coordinator to join our operations team in Melbourne. You will support the novated leasing process through to settlement, ensuring accuracy, compliance, and efficiency at every step.

This is a customer-facing role requiring liaising with customers, financiers, employers and dealers, as well as timely documentation and data-entry. The role suits someone with finance or compliance experience, strong written and verbal communication, and the ability

Qualifications

• 1+ year experience in finance or a compliance-based role.
• Proven customer service experience.
• Strong attention to detail and ability to manage multiple tasks under tight deadlines.
• Familiarity with credit application processes or leasing documentation (preferred).
• Strong written communication and ability to work independently.
• Structured, process-driven environment.

Responsibilities

• Prepare and issue finance and leasing documentation with precision and timeliness.
• Attend to inbound and outbound customer calls and emails.
• Manage end-to-end novated lease settlement process.
• Liaise with customers, financiers, employers, and dealers for completeness and compliance.
• Monitor and follow up on outstanding documents for timely settlements.
• Ensure data entry and system updates are accurate and compliant.
• Collaborate with internal sales and operations teams for post-sale fulfilment.
• Maintain confidentiality and comply with privacy/regulatory requirements.

Skills

Customer service

Attention to detail

Time management

Organisational skills

Written communication

Independent work

Process-driven

Tools

CRM software

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.