Loan Admin Officer (Settlements) | Australian Finance

Vault Outsourcing OPC; Makati; On-site; PHP 360,000 - 540,000; Full time

Job summary

Vault Outsourcing OPC in Makati is seeking a Settlements Officer to manage day-to-day settlement and payment activities, processing disbursements and resolving payment issues.

The role requires excellent communication, problem-solving, and stakeholder management, with attention to detail in financial transactions and customer-focused service.

You will coordinate with customers, vendors, and internal teams, identify process gaps, and contribute to onboarding and training of new team members.

Qualifications

• Experience in settlements, payments or finance operations.
• Strong communication and stakeholder management skills.
• Attention to detail with accuracy in financial transactions.
• Customer-focused and able to handle complaints or difficult conversations.
• Able to work independently and manage multiple priorities.
• Proactive in identifying issues and proposing solutions.

Responsibilities

• Review invoices and supporting documents for accurate settlements.
• Process daily disbursements and investigate failed payments.
• Manage settlement activities for assigned accounts.
• Coordinate with customers, vendors, and internal teams to settle requirements.
• Handle customer and vendor inquiries, complaints, and complex issues via calls.
• Provide clear guidance on settlement processes and available solutions.
• Identify process gaps and recommend improvements to enhance efficiency.
• Maintain process documentation and Zendesk templates.
• Assist with onboarding and training new team members.
• Work with Team Leaders to address knowledge and skills gaps.

Skills

Settlements

Payments

Finance ops

Customer service

BPO/Shared services

Job description

About the Role

We are looking for a Settlements Officer to manage day-to-day settlement and payment activities while providing quality support to customers and vendors. The role involves processing disbursements, resolving payment issues, coordinating with stakeholders, and contributing to process improvements.

Key Responsibilities

• Review invoices and supporting documents to ensure accurate and timely settlements.

• Process daily disbursements and investigate failed payments or direct debits.

• Manage settlement activities for assigned accounts, including TESLA.

• Coordinate with customers, vendors, BDMs, and internal teams to resolve settlement requirements.

• Handle customer and vendor enquiries, complaints, and complex issues through inbound and outbound calls.

• Provide clear guidance on settlement processes and available solutions.

• Identify process gaps and recommend improvements to enhance efficiency and customer experience.

• Maintain process documentation and Zendesk templates.

• Assist with onboarding and training new team members.

• Work with Team Leaders to address process, knowledge, and skills gaps.

Requirements

• Experience in settlements, payments, finance operations, customer service, or BPO/shared services.

• Excellent communication, problem-solving, and stakeholder management skills.

• Strong attention to detail and ability to handle financial transactions accurately.

• Customer-focused and comfortable handling complaints or difficult conversations.

• Able to work independently, manage multiple priorities, and adapt to process changes.

• Proactive in identifying issues and recommending solutions.

Nice to have: Experience in financial services, lending, fintech, payments, settlements, or CRM/ticketing systems such as Zendesk.