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 fast 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

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📌 Settlements Officer (City of Sydney)
🏢 Maclean Financial
📍 City of Sydney