Settlement Claims Officer

HN Services Portugal; Lisboa; On-site; EUR 30,000 - 40,000; Full time

Job summary

A leading financial services company in Lisbon is seeking a Junior Settlement Claims Officer. In this role, you will monitor and analyze late settlement cases, validate claims, and manage payment processes. Ideal candidates will possess a Bachelor's degree in Finance or a related field with 0-2 years of experience in financial operations or banking. Strong attention to detail and good communication skills are essential for success in this position. The role offers a collaborative work environment and opportunities for process improvement.

Qualifications

• 0–2 years of experience in financial operations or banking preferred.

Responsibilities

• Monitor and analyze late settlement cases and identify potential claims.
• Validate and book incoming and outgoing claims in internal systems.
• Send claim notifications to counterparties and follow up on payments.
• Collaborate with internal teams and external counterparties to resolve discrepancies.
• Track and manage payment processes including SWIFT operations.
• Perform reconciliations and investigate cash breaks.
• Contribute to process improvements and risk reduction initiatives.
• Maintain accurate and up-to-date records and documentation.

Skills

Attention to detail

Analytical mindset

Good communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, or related field

Job description

🚀 We’re looking for a Settlement Claims Officer (junior)

Who We're Looking For:

✅ Professional Experience & Main Tasks

• Monitor and analyze late settlement cases and identify potential claims
• Validate and book incoming and outgoing claims in internal systems
• Send claim notifications to counterparties and follow up on payments
• Collaborate with internal teams and external counterparties to resolve discrepancies
• Track and manage payment processes (including SWIFT operations)
• Perform reconciliations and investigate cash breaks
• Contribute to process improvements and risk reduction initiatives
• Maintain accurate and up-to-date records and documentation

✅Skills & Experience

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 0–2 years of experience in financial operations or banking (preferred)
• Strong attention to detail and analytical mindset
• Good communication skills and ability to work with multiple stakeholders