Once a transaction is approved, you will manage everything required to bring it to settlement: reviewing approval conditions, collecting outstanding documentation, coordinating the execution of loan documents and settlement with the lender.
The role involves regular communication with lenders, dealerships, vendors, accountants and our brokers, as well as with clients where required.
You will be the central point of contact for the status of every file.Key responsibilitiesManage transactions from credit approval through to settlement across our lender panelReview approval conditions and obtain outstanding requirements, including tax invoices, insurance certificates, payout letters, trust deeds and accountant lettersPrepare and review loan documentation, coordinate signing and follow up executionLiaise with dealerships and vendors regarding invoices, asset details and deliveryConduct PPSR searches and arrange payouts and encumbrance releases for refinances and private salesBook settlements with lenders and confirm disbursements are made correctlyConfirm settlement with all parties, including the customer, broker, supplier and lenderManage post-settlement follow-up, including commission reconciliation,



referral partner payments and customer welcome communicationsMaintain accurate records in our CRM (Zoho) so deal status is visible across the teamAbout you2+ years' experience in settlements, loan processing or operational support (asset finance experience highly regarded)Exceptional attention to detail and accuracyStrong written and verbal communication skillsWell organised, with the ability to manage multiple files at different stages simultaneouslyProactive, with a strong sense of ownership and follow-throughReliable and cooperative, comfortable working closely with a small teamAbout usWe're a commercial asset and equipment finance brokerage based in Sydney.
We arrange finance for trucks, trailers, earthmoving equipment and business machinery for clients across Australia working with a broad panel of lenders.
The business is growing, and we are expanding the team to support that growth.Be careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Settlement Officer (New South Wales)
🏢 Mako Partners
📍 New South Wales