Job Description
Settlement Support Officer & Admin Assistant
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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 collaborative and supportive workplace culture.
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About the role
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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.
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Key responsibilities
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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
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Liaise with lenders to confirm settlement conditions, coordinate invoice collection, and request payout letters
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Prepare and lodge compliance documents, settlement packs, and lender-specific forms
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Review approval letters and assist brokers in identifying conditions to be satisfied
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Track and update settlement pipeline, ensuring all deals are progressing in a timely manner
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Organise client insurance policies and liaise with insurance providers where required
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Accurately input and maintain data across CRM and lender portals
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Complete credit checks, bank statement retrievals, and ID verifications as part of the settlement process
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Provide brokers with administrative support, including meeting preparation, file management, and post-settlement follow-up
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Maintain adherence to AML/CTF and responsible lending policies (where applicable)
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About you
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Prior experience in asset finance, mortgage broking, or commercial lending is preferred
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Excellent verbal communication and phone follow-up skills
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Solid attention to detail, particularly when reviewing documents and meeting lender conditions
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Ability to multitask and prioritise in a fast-paced, high-volume environment
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Proficiency in Microsoft Office and CRM systems (experience with Mercury, Salestrekker, or similar is highly regarded)
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A team player with a proactive, can-do attitude
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Join a high-performing and supportive finance team
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Exposure to a wide range of commercial lending scenarios
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Career progression opportunities as the business continues to grow
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📌 Settlement Support Officer & Admin Assistant (Launceston)
🏢 Equifund Financial Group
📍 Launceston