Settlements Coordinator

Plan Partners; City of Melbourne; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

12 weeks paid parental leave

Novated leasing benefits and discounts

Sonder digital wellbeing platform 24/7

Default Income Protection Insurance

Exempt Employee Share Plan

Volunteer leave & Career break

Hybrid working

Job summary

McMillan Shakespeare Group (MMSG) in Melbourne is seeking a Settlements Coordinator to manage all settlement activities. You will handle finance applications, order vehicles, settle leases, and generate settlement packs while coordinating with external financiers and clients.

The role requires proactive communication, attention to detail, and a strong customer-service mindset in a busy environment. Hybrid work is encouraged with strong internal collaboration.

Qualifications

• Proven ability to provide a high level of customer service
• Experience processing client and employer documentation for settlements
• Strong written and verbal communication skills

Responsibilities

• Process client, financial and employer documentation for settlements (finance applications)
• Order cars and settle client leases
• Generate settlement packs and manage external financiers
• Guide clients through the settlement process and liaise on proposals and lease documents
• Expedite return of necessary documents and manage relationships

Skills

Effective communication

Customer service

Document processing

Team collaboration

Attention to detail

Tools

Settlement software

CRM systems

Job description

Making a difference isn’t just our purpose, it’s what motivates our people every day. For us, work is not about ticking a box. It’s about knowing that it matters. We make a meaningful difference every day by making it easier for our customers to focus on what matters in their lives.Maxxia is part of the McMillan Shakespeare Group (MMSG), Australia's largest provider of salary packaging and novated leasing, and collectively we provide expertise in novated leasing, salary packaging, associated Fringe Benefits Tax administration and management, operating leases and asset management for ‘tool of trade’ vehicles and other business assets, retail finance, insurance and warranty.Here’s how you will make a difference in this role…As the Settlements Coordinator you will play a critical within our business. You will be responsible for all aspects of credit approval, generating lease documents, checking files, coordinating settlements and providing support to Leasing Consultants. You will also be a single point of contact for the clients in your portfolio throughout the settlement process providing them, and internal stakeholders, with feedback and updates.At MMS clear expectations help our people Be the Difference. Your key responsibilities in this role will include:Processing applicable client, financial, employer documentation in order for settlement, such as Finance Applications; Ordering Cars; Settling Client Leases; Contracting Settlements.Generation of settlement packs and managing external financiers.Guiding clients through the settlement process.Liaising with clients in relation to their proposal and lease documents.Managing relationships and expediting the return of necessary documents.To be considered for this role you will have:A sense of urgency and the ability to work in a busy environmentCommitment and proven ability to provide a high level of customer serviceAbility to work effectively in a team environment; be proactive, take action and seize opportunities to promote new ideas and solve problemsHigh level of written and verbal communication skills.Ensure completeness and accuracy of tasks, information and activities and show high level attention to detail.Knowledge of salary packaging administration or fleet management highly regardedWhat we can offer you:· Strong culture and the support of a values-based recognition program· Novated leasing benefits and discounts· 12 weeks paid parental leave· Comprehensive learning and development opportunities to support your career growth· Sonder digital wellbeing platform , providing personalised support 24/7, plus annual flu vaccinations· Default Income Protection Insurance reimbursed for members of the MMS Default Super Fund· Exempt Employee Share Plan· Volunteer leave & Career break· MMS Rewards programEmbracing our value of Everyone Matters we hold a collective commitment to foster an environment where all differences are valued and respected.· We encourage individuals from all backgrounds including Aboriginal and Torres Strait Islander peoples, those caring for someone or living with a disability, LGBTQIA+ and culturally diverse applicants to apply.· We value the skills and attributes veterans can bring to our organisation.· We embrace hybrid working and welcome conversations about flexibility.Please note all successful candidates will undergo background checks (including criminal history and ASIC checks) and an NDIS Workers Screening Check if appropriate. All information provided will be treated confidentially.We acknowledge Aboriginal and Torres Strait Islander people as the Traditional Custodians of the lands where we live, learn and work.If you identify as a person living with disability and require adjustments to our recruitment process, please contact us at [e-mail]