Settlements Officer

Our client is a growing South Australian owned company with offices Australia wide and in New Zealand.  They are passionate to drive and exceed goals and customer’s expectations and are looking for a customer focused, experienced Settlements Officer to join their progressive team.
 

Duties and responsibilities:

• Construct and maintain Master Lease Agreements
• Obtain and renew existing credit facilities with financier, decipher and interpret client’s financial reports
• Preparation of subsequent operating leases and their acceptance
• Lodging and discharge PPSR as required
• Submit applications with financier for individual applicants, decipher financial statements/payslips, request additional information if required
• Preparation of subsequent novated finance leases and maintenance agreements
• Construct and email initial tax Invoices/direct debit notifications for new deals
• Lodge settlement packs
• Recognise requirement for variations on novated leases for both deficit and significant surplus budgets, re-calculate original quote and prepare contract addendums as per findings. Liaise with payroll departments and salary packaging companies for new deduction paperwork/payment
• Process all matters relating to terminating the company’s contract due to cessation of Employment, illness etc (showing empathy with clients’ circumstances)
• Receive applications for new clients with existing novated leases, initiate all matters relating to the setup of Mid Lease Agreements”, liaise with payroll departments and salary packaging companies for salary deduction setup

 
Applications and requirements

• High customer service focus
• Excellent organisational, time management and prioritising skills
• Ability to work autonomously
• Communication skills
• Excellent telephone manner
• Meticulous attention to detail and focus on quality
• Work positively and effectively as part of a collaborative team
• Work well with different working styles and to work independently where required
• Ability to provide effective and appropriate advice and information to a variety of people and to use discretion with confidential information.

If you would like to be considered for the role, please APPLY NOW!

8400 4400

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