Equifund Financial Group is growing, and we’re looking for an organised, proactive and motivated person to join our Sydney team.
This is a hands-on role working closely with our finance brokers to help take commercial finance deals from approval through to settlement.
You’ll be involved in the day-to-day coordination of settlements, communicating with clients, lenders, dealerships and suppliers, collecting documentation, satisfying lender conditions and making sure deals keep moving.
What you’ll be doing:
Managing approved finance applications through to settlement
Liaising with clients, lenders, dealerships, suppliers and insurers
Reviewing approvals and coordinating outstanding settlement conditions
Preparing finance and settlement documentation
Following up invoices, insurance, payout letters and supporting documents
Keeping clients updated throughout the process
Maintaining accurate records across our CRM and lender portals
Supporting our brokers with finance administration and client enquiries
Helping keep our settlement pipeline organised and moving efficiently
Who we’re looking for:
You’ll be highly organised, confident communicating over the phone and comfortable managing multiple priorities in a quick-paced setting.
Experience in asset finance, lending, banking, mortgage broking, settlements or finance administration would be highly regarded, but it’s not essential.
We’re also open to someone with a strong administration or skilled services background who has the right attitude and wants to build a career in finance.
For us, attention to detail, communication, urgency and a willingness to learn are more important than ticking every box.
Benefits:
Competitive salary package
Full training and support
Work across a broad range of commercial and asset finance transactions
Genuine opportunity to learn and progress
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📌 Finance Settlements & Administration Officer Sydney
🏢 Equifund Financial Group
📍 Sydney
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