As a Documents and Settlement Officer, you will be a member of the Fulfilment team undertaking the completion of post approval lending activities.
You will be responsible for:
* Preparing loan documentation and implementation of the property settlement processes ensuring completeness and accuracy
* Making recommendations for the post approval variations or otherwise of loans
* Working within the RIC framework to monitor and progress loan applications
* Working with the frontline assessment team to ensure that loan applications process is completed
* Reviewing Loan Security Valuations
* Responding to client queries
* Processing daily settlements
* Maintaining data integrity, accuracy, and confidentiality through effective records management
* Identifying issues, contributing to the resolution of issues, and escalating potential complex issues to the Documents and Settlements Manager
* Undertaking other duties as required
Job capabilities
To be successful in this role, the candidate is required to have:
* High level analytical skills and sound judgement
* Strong time management and the ability to work with competing priorities
* An ability to work collaboratively
* High-level written and verbal communication skills including well-developed negotiation skills
* Strong stakeholder management skills
* The ability to work independently with limited supervision or as part of a team
Knowledge and experience
* Experience using PEXA to lodge documents and complete financial settlements electronically
* Experience within a post loan approval fulfilment environment is highly desirable
* Familiarity with loan documentation and property settlement processes
Qualifications
Relevant qualifications in finance, banking, accounting, would be highly regarded.
Eligibility/Other requirements
You will be required to undergo pre-employment screening including:
* National Police History Check
* Baseline Australian Government Security Vetting Clearance or above or a willingness to undertake a security vetting process