Settlements Officer (AU)

Key Responsibilities:

Settlements Management:

Oversee and manage the end-to-end settlement process for a variety of financial products.

Liaise with internal and external stakeholders, including solicitors, conveyancers, and clients, to ensure seamless settlements.

Prepare and review settlement documentation to ensure accuracy and compliance with legal and regulatory standards.

Credit Checks and Underwriting:

Conduct comprehensive credit checks on applicants to assess their creditworthiness.

Analyze financial statements, credit reports, and other relevant documents to make informed underwriting decisions.

Ensure all underwriting activities are conducted in accordance with company policies and regulatory requirements.

Attention to Detail:

Maintain meticulous records and documentation of all settlement and underwriting activities.

Identify and rectify discrepancies or issues in settlement documentation and underwriting assessments.

Ensure compliance with all relevant laws, regulations, and company policies.

Communication and Collaboration:

Communicate effectively with clients, brokers, and internal departments to facilitate smooth settlements.

Provide clear and concise updates and reports on the status of settlements and underwriting assessments.

Collaborate with the risk management and compliance teams to ensure adherence to best practices and regulatory standards.

Qualifications and Skills:

Proven experience in settlements within the Australian financial services industry.

Strong background in conducting credit checks and underwriting.

Exceptional attention to detail and accuracy in documentation and data analysis.

Thorough understanding of Australian settlement processes, legal requirements, and regulatory frameworks.

Excellent analytical and problem-solving skills.

Strong communication and interpersonal skills.

Ability to work effectively in a fast-paced, deadline-driven environment.

Proficiency in relevant software and tools used in settlements and underwriting processes.

Industries:Outsourcing/Offshoring

Function: Others