Settlements Officer (Equipment Officer)

Maclean Financial; Sydney; In loco; AUD 65.000 - 95.000; Tempo pieno

Descrizione del lavoro

Maclean Financial is seeking a Settlements Officer to own the settlements function from approval through to payout and delivery. You’ll run the process confidently and independently, working closely with our brokers, credit team and lenders.

You’ll manage asset finance settlements across a busy pipeline, review documentation for accuracy, check invoices and bank details, and coordinate payouts to meet deadlines.

Competenze

• Proven experience in asset finance settlements.
• Solid understanding of settlement workflows, lender conditions and compliance.
• Strong attention to detail and accuracy in documentation.
• Ability to manage multiple deals and deadlines.

Mansioni

• Own asset finance settlements across a busy, fast-moving pipeline.
• Process settlements for commercial asset finance transactions (equipment, trucks, vehicles, machinery).
• Prepare, review and confirm all settlement documentation for accuracy and compliance.
• Check tax invoices, verify supplier details and bank accounts; arrange insurance notings.

Conoscenze

Asset finance settlements

CRM systems

Attention to detail

Multi-deal management

Clear communication

Strumenti

Zoho CRM

Descrizione del lavoro

At Maclean Financial, we’re not a volume-first brokerage. We’re a relationship-driven, solutions-focused team that understands every client’s asset purchase is mission-critical to their livelihood.

We work with a panel of around 40 lenders and structure commercial asset finance for real-world operators, from single-truck owner-drivers to multi-site civil businesses. Our reputation is built on:

• Speed with precision: we settle fast, but never sloppily

• Clear communication: clients always know where things are at

• Industry expertise: we understand equipment, fleets, and construction timelines

• Team culture: professional, supportive and genuinely enjoyable to work with

Part of the Maclean Group

Maclean Financial is part of the Maclean Group, a growing group of businesses spanning equipment and asset finance, property finance and insurance. You’ll get the feel of a tight-knit team with the backing, stability and career pathways of a broader group. As the Group grows, so do the opportunities for the people in it.

About Maclean Financial

At Maclean Financial, we’re not a volume-first brokerage. We’re a relationship-driven, solutions-focused team that understands every client’s asset purchase is mission-critical to their livelihood.

We work with a panel of around 40 lenders and structure commercial asset finance for real-world operators, from single-truck owner-drivers to multi-site civil businesses. Our reputation is built on:

• Speed with precision: we settle fast, but never sloppily

• Clear communication: clients always know where things are at

• Industry expertise: we understand equipment, fleets, and construction timelines

• Team culture: professional, supportive and genuinely enjoyable to work with

Part of the Maclean Group

Maclean Financial is part of the Maclean Group, a growing group of businesses spanning equipment and asset finance, property finance and insurance. You’ll get the feel of a tight-knit team with the backing, stability and career pathways of a broader group. As the Group grows, so do the opportunities for the people in it.

What You’ll Be Doing (End-to-End Ownership)

As our Settlements Officer, you’ll own the settlements function from approval through to payout and delivery. You’ll run the process confidently and independently, working closely with our brokers, credit team and lenders.

• Own asset finance settlements across a busy, fast-moving pipeline

• Process settlements for commercial asset finance transactions, including equipment, trucks, vehicles and machinery

• Prepare, review and confirm all settlement documentation for accuracy and compliance

• Check tax invoices, verify supplier details and bank accounts, and arrange insurance notings

• Manage dealer, private sale and refinance payouts

• Liaise with lenders, suppliers and clients to satisfy conditions and meet deadlines

• Coordinate payouts, invoices and delivery requirements in line with lender and client expectations

• Keep CRM records and settlement tracking clean and accurate

• Spot issues before they become problems and solve them proactively

• Be the settlements specialist the broker team relies on to get deals over the line

What We’re Looking For

You’ve done this before. You know lender requirements and you’re comfortable driving the process without hand-holding.

• Proven experience in asset finance settlements (commercial experience highly regarded)

• A background in settlements, loan administration or brokerage operations

• Solid understanding of settlement workflows, lender conditions, PPSR, supplier payments and compliance

• Exceptional attention to detail: you catch what others miss

• Confidence managing multiple deals, deadlines and stakeholders at once

• Clear, professional communication with clients and lenders

• A calm, solutions-first mindset in a fast-moving environment

• Strong CRM and systems skills (Zoho experience a plus)

Why Join Us?

• Own your function: this is your process, with real control and responsibility

• An industry you can get behind: commercial asset finance is fast, practical and rewarding

• A tight-knit, experienced team: brokers who respect and support your role

• Fun but professional culture: we work hard, laugh a lot and back each other up

• Room to grow: we’re expanding across the Maclean Group and want you to grow with us

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