Once a deal is approved, you will manage everything required to bring it to settlement: reviewing approval conditions, collecting outstanding documentation, coordinating the execution of loan documents and settlement with the lender. The role involves regular communication with lenders, dealerships, vendors, accountants and our brokers, as well as with clients where required. You will be the central point of contact for the status of every file.

Key responsibilities
Manage transactions from credit approval through to settlement across our lender panel
Review approval conditions and obtain outstanding requirements, including tax invoices, insurance certificates, payout letters, trust deeds and accountant letters
Prepare and review loan documentation, coordinate signing and follow up execution
Liaise with dealerships and vendors regarding invoices, asset details and delivery
Conduct PPSR searches and arrange payouts and encumbrance releases for refinances and private sales
Book settlements with lenders and confirm disbursements are made correctly
Confirm settlement with all parties, including the customer, broker, supplier and lender




Manage post-settlement follow-up, including commission reconciliation, referral partner payments and customer welcome communications
Maintain accurate records in our CRM (Zoho) so deal status is visible across the team

About you
2+ years' experience in settlements, loan processing or operational support (asset finance experience highly regarded)
Exceptional attention to detail and accuracy
Solid written and verbal communication skills
Well organised, with the ability to manage multiple files at different stages simultaneously
Proactive, with a solid sense of ownership and follow-through
Reliable and team-oriented, comfortable working closely with a small team

About us

We're a commercial asset and equipment finance brokerage based in Sydney. We arrange finance for trucks, trailers, earthmoving equipment and business machinery for clients across Australia working with a broad panel of lenders. The business is growing, and we are expanding the team to support that growth.
J-18808-Ljbffr

📌 Settlement Officer Rocky River
🏢 Mako Partners
📍 Rocky River