The Role

This is a key operational role within the Medpro Finance Settlements team, playing an integral part in ensuring client documentation, settlements, securities and other critical processes are managed accurately, efficiently and within required timeframes. The role also provides support across office management and general administrative functions, offering a diverse and wide-ranging scope of responsibilities.

Main duties and responsibilities

Documentation and Compliance
Check customer contracts, security deeds and related documents against credit approval prior to being issued for sign-up
Check customer contracts received from clients and those sent for settlement for completeness and accuracy
Confirm pre-settlement conditions are met and all settlement/operational requests are compliant with KYC/AML/CTF legislation

Settlements and funding
Prepare transaction settlements in our loan management system
Advise relevant stakeholders of settlement completion and instructions
Prepare payment directions for disbursement of settlement funds to clients and/or vendors
Prepare PPSR lodgements for approval

Post-settlement




Assist with security release checking and preparation
Track and manage post-settlement action

Team support
Assist with office management, including suppliers, expenses, marketing activities and client entertainment
Assist the sales team and Chief of Staff with various client and ad-hoc tasks, such as team and client events and the annual company offsite

Skills and experience
Experience in a commercial lending settlements role with exposure to PPSR is essential
Experience in a residential property lending settlements role is desirable
Exceptional attention to detail and accuracy
Robust numeracy
Proficiency with day-to-day use of Microsoft Excel
Self-starter with the ability to plan and prioritise effectively
Positive written and verbal communication skills

What we offer

Medpro Finance operates in a unique competitive non-bank lender landscape. Our bespoke approach to lending allows us to offer attractive loan structures and security packages to customers that optimises both Medpro’s credit position and achieves the financial goals of our customers.

📌 Settlement Specialist Commercial & Resi Sydney
🏢 Medpro Finance
📍 Sydney