Settlement Support Officer & Admin Assistant
EQUIFUND FINANCIAL GROUP is a growing commercial asset finance brokerage based in Sydney, specialising in tailored finance solutions for businesses across Australia. We work with a broad panel of lenders to help our clients secure funding for vehicles, equipment, and other business assets. Our team values professionalism, speed, and strong communication - all backed by a team-oriented and supportive workplace culture.
About the role
We are seeking a Settlement Support Officer & Admin Assistant to join our team in a full-time role. The successful candidate will work closely with our brokers to manage the settlement process and provide day-to-day administrative support. This is a phone-based, client-facing role that requires strong communication skills, a sense of urgency, and a focus on accuracy and compliance.
Key responsibilities
Proactively call and follow up with clients, lenders, insurers, and suppliers to gather outstanding documents or information needed to move deals from approval to settlement
Liaise with lenders to confirm settlement conditions, coordinate invoice collection, and request payout letters
Prepare and lodge compliance documents, settlement packs, and lender-specific forms
Review approval letters and assist brokers in identifying conditions to be satisfied




Track and update settlement pipeline, ensuring all deals are progressing in a timely manner
Organise client insurance policies and liaise with insurance providers where required
Accurately input and maintain data across CRM and lender portals
Complete credit checks, bank statement retrievals, and ID verifications as part of the settlement process
Provide brokers with administrative support, including meeting preparation, file management, and post-settlement follow-up
Maintain adherence to AML/CTF and responsible lending policies (where applicable)
About you
Prior experience in asset finance, mortgage broking, or commercial lending is preferred
Excellent verbal communication and phone follow-up skills
Strong attention to detail, particularly when reviewing documents and meeting lender conditions
Ability to multitask and prioritise in a fast-paced, high-volume environment
Proficiency in Microsoft Office and CRM systems (experience with Mercury, Salestrekker, or similar is highly regarded)
A team player with a proactive, can-do attitude
Join a high-performing and supportive finance team
Exposure to a wide range of commercial lending scenarios
Career progression opportunities as the business continues to grow
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📌 Settlement Support Officer & Admin Assistant (New South Wales)
🏢 Equifund Financial Group
📍 New South Wales