Settlements Officer

About the role

We are looking for a skilled and dedicated Settlements Officer to join our team at Morris Finance in Geelong, Victoria. In this full-time role, you will be responsible for managing the settlement process for a range of financial products, ensuring seamless transactions and providing exceptional customer service.

Working in a modern office environment, the new starter will bring their passion for customer service and their financial services experience. In return, we offer unique workplace benefits, opportunities for career progression, detailed on-the-job training, a very positive team environment, and an opportunity to work for a local business that is actively and proudly involved in our community.    

What you’ll be doing

• Coordinate and oversee the settlement process for a variety of financial products, including loans and leases.
• Liaise with internal stakeholders, external parties (finance brokers), to ensure timely and accurate settlements.
• Prepare and review settlement documentation, ensuring compliance with relevant legislation and internal policies.
• Identify and resolve any settlement-related issues or discrepancies in a timely and efficient manner.
• Maintain detailed records and provide comprehensive reporting on the settlement process.
• Contribute to the continuous improvement of settlement procedures and processes.

What we’re looking for

• Demonstrated experience in settlements or related financial services role.
• Strong attention to detail and excellent organisational skills with the ability to manage multiple tasks and deadlines.
• Proficient in the use of relevant financial and settlement software, as well as Microsoft Office applications.
• Excellent communication and interpersonal skills, with the ability to liaise effectively with both internal and external stakeholders.
• A proactive and solutions-oriented approach to problem-solving.
• A commitment to providing exceptional customer service.

What we offer

At Morris, we are proud of our position within the financial services industry and particularly within the Werribee, Geelong and Surf Coast regions of Victoria.  As such, we are committed to providing our employees with a rewarding and fulfilling work environment that incorporates various wellbeing benefits. You’ll also enjoy a competitive salary, ongoing training, professional development opportunities, and opportunities to participate in our various community initiatives.

How to Apply

If this sounds like a role for you, please submit your application via SEEK, including your resume. Applications will be reviewed as they are received.