About La Trobe Financial La Trobe Financial is Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $26 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

As part of the Settlements division of La Trobe Financial, your primary responsibility will be to manage a portfolio of Construction & Development loan files from Letter of Offer stage through to settlement. You will liaise with solicitors, brokers and borrowers to achieve settlement in the required time frame.

More broadly, you will be required to assist and support the broader department, Business Development Managers, brokers and borrowers with settlement enquiries, lending initiatives and reporting requirements to ensure divisional targets and objective are met.

Key Responsibilities

- Preparation of files for settlement in accordance with La Trobe Financial’s policy and procedure
- Adhere to all legislative requirements
- Ensure documentation received satisfies requirements of outstanding conditions (including construction requirements) prior to settlement
- Effectively communicate with brokers, borrowers and solicitors to ensure they are aware of the progress of their file until settlement
- Competent with the following programs: Loan Closer, Equifax, Valuation Exchange (Valex), Global X
- Ensure a high level of customer service and professionalism is maintained with all brokers, borrowers and BDM’s




- Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial’s corporate values at all times

About You The successful applicant will ideally possess prior knowledge and/or experience of the construction lending processes Additional skills desired include:

- Strong understanding of the end-to-end loan process and documentation requirements
- Strong mathematical and problem-solving skills
- Ability to work under pressure
- Excellent attention to detail, time management and organisational skills
- Strong customer service and communication skills – both verbal and written
- Strong decision making and relationship building skills as well as target focused

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:

- Celebrate your birthday – with a paid day off, just for you!
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Unforgettable socials – from team events to celebrations you’ll actually want to attend! and
- Retail therapy – enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and secure. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note that only shortlisted candidates will be contacted.

📌 Construction Settlements Officer (Melbourne)
🏢 La Trobe Financial
📍 Melbourne