Settlements Officer (Sydney)

Settlements Officer (Sydney)

13 Aug
|
Maclean Financial
|
Sydney

13 Aug

Maclean Financial

Sydney

At Maclean Financial, we're not a volume-first brokerage. We're a
relationship-driven, solutions-focused team
that understands that every client's asset purchase is mission-critical to their livelihood.
We work with a wide panel of lenders and negotiate commercial asset finance options that suit real-world operators — from single-truck owner drivers to multi-site civil businesses. Our reputation is built on:
Speed with precision
— we settle rapid but never sloppily
Clear communication
— clients always know where things are at
Industry expertise
— we "get" equipment, fleets, and construction timelines
Team culture
— professional, supportive, and genuinely enjoyable to work with
If you want to be part of a brokerage that values quality, accountability, and people, you'll feel right at home here.
What You'll Be Doing (End-to-End Ownership)
As our Settlements Officer, you'll manage the settlements function from approval through to payout and delivery. You'll be trusted to run the process confidently and independently while working closely with brokers and lenders.
Your responsibilities will include:
Full ownership of asset finance settlements
across a high-volume, fast-paced pipeline
Managing and processing settlements for
commercial asset finance transactions
(equipment, trucks, vehicles, machinery)
Preparing, reviewing, and confirming
all settlement documentation
to ensure compliance and accuracy
Liaising with lenders, suppliers, and clients to meet conditions and deadlines
Coordinating payouts, invoices, and delivery requirements in line with lender and client expectations




Maintaining clean, accurate CRM records and settlement tracking
Anticipating issues before they arise and proactively solving them
Being the settlements specialist, the broker team can rely on
you to steer the deal to the finish line
What We're Looking For
We're specifically looking for someone with
proven experience in asset finance settlements
. You've done this before, you know the lender requirements, and you're comfortable driving the process without needing hand-holding.
You'll ideally bring:
Strong experience in commercial asset finance settlements
(bonus but not essential)
Background in settlements, loan administration, or brokerage operations
Deep understanding of settlement workflows, lender conditions, PPSR, supplier payments, and compliance
Exceptional attention to detail — you catch what others miss
Confidence in managing multiple deals, deadlines, and stakeholders at once
Clear, professional communication with clients and lenders
A calm, solutions-first mindset in a fast-moving environment
Good CRM and systems confidence (or the ability to learn quickly)
Why Join Us?
Own your function:
This is your process — you'll have real control and responsibility
Industry you can get behind:
Commercial asset finance is rapid, practical, and rewarding
Tight-knit, experienced team:
You'll work alongside brokers who respect and support your role
Fun but professional culture:
We work hard, laugh a lot, and back each other up
Growth opportunity:
We're expanding and want you to grow with us
#J-*****-Ljbffr

📌 Settlements Officer (Sydney)
🏢 Maclean Financial
📍 Sydney

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