AF Settlements Officer

RESPONSIBILITIES

• Ensure delivery of settlement and other services within agreed service levels and in accordance with Credit and Settlements policy and procedure
• Ensure completeness of electronic signature process for applicable contractual documents and facilitate electronic storage of executed agreements
• Raise ad hoc direct debits required to complete the settlement for the payment of upfront fees and charges
• Service and support Introducer Partners and communicate all exceptions and omissions
• Ensure loan documents and guarantees are complete, unaltered and appropriately executed and all approval conditions have been met
• Ensure that anomalies relating to policies and legislation are identified and rectified
• Ensure all supporting documentation and additional requested information is accurate, complete and meets the requirements
• Complete the electronic settlement checklist
• Ensure final checks are conducted prior to finalisation of documents
• Minimise fraud and operational losses in the organization to below industry norms for given risk
• Review settlement workload and ensure timely progress within agreed metrics
• Ensure first time resolution whilst ensuring an exemplary level of service

SELECTION CRITERIA

• Candidate must possess at least a Bachelors Degree in in any field
• At least 1 year of working experience in a similar role
• Excellent verbal and written English communication skills
• Experience working in an Australian Financial Services environment will be an advantage
• Ability to adapt to a fast-paced environment
• Positive disposition and can-do attitude
• Keen attention to details
• Ability to work well within a team environment