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McMillan Shakespeare

Settlements Coordinaor

Reposted 2 Days Ago
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In-Office
Melbourne, Victoria
Mid level
In-Office
Melbourne, Victoria
Mid level
As a Settlements Coordinator, you will manage credit approvals, generate lease documents, coordinate settlements, and support Leasing Consultants while maintaining client relationships and managing external financiers.
The summary above was generated by AI
As a leading provider of salary packaging and novated leasing services, Maxxia exist to make matters simple for tens of thousands of Australian employees, empowering them to make confident choices and make the most of their salaries.

As a Settlements Coordinator you will be responsible for all aspects of credit approval, generating lease documents, checking files, co-coordinating settlement and providing support to Leasing Consultants.  In addition you will provide our clients with a single point of contact during the settlement process. 

The key requirements of this role are:

  • Processing all documentation for settlements including finance applications, ordering cars, settling client leases and contracting settlements
  • Portfolio management including accurate data inputting; reporting and generation of settlement packs along with management of external financiers.
  • Client Relationship Management/ follow up - Liaising with clients and support them through the settlement process; proposal and lease documents; manage client relationships.
  • Managing Dealer relationships and expediting the return of necessary documents
  • Managing credit and settlement turnaround times
  • Ensuring all processing/ follow up is carried out to a highest standard.

To be considered for this role you will bring

  • Minimum 3 years experience in a customer service and/or sales role
  • Experience working in commerce/ financial services areas
  • Strong attention to detail and accuracy and computer literacy in Microsoft / Windows environment.
  • Problem solving skills opportunities and a desire to promote new ideas and improve processes
  • High level of written and verbal communication skills.
  • Proven time management skills in a high paced environment

What we can offer you:

  • Novated leasing benefits and discounts

  • 12 weeks paid parental leave and access to our Parents Portal

  • Comprehensive learning and development opportunities to support your career growth

  • Sonder digital wellbeing platform, providing personalised support 24/7, plus annual flu vaccinations

  • Default Income Protection Insurance reimbursed for members of the MMS Default Super Fund

  • Exempt Employee Share Plan

Embracing our value of Everyone Matters we hold a collective commitment to foster an environment where all differences are valued and respected. 

  • We encourage individuals from all backgrounds including Aboriginal and Torres Strait Islander peoples, those caring for someone or living with a disability, LGBTQIA+ and culturally diverse applicants to apply.

  • We embrace hybrid working and welcome conversations about flexibility. 

Please note all successful candidates will undergo background checks (including criminal history and ASIC checks) and an NDIS Workers Screening Check if appropriate.  All information provided will be treated confidentially. 

We acknowledge Aboriginal and Torres Strait Islander peoples as the Traditional Custodians of the lands where we live, learn and work.

If you identify as a person living with disability and require adjustments to our recruitment process, please contact us at [email protected]

Top Skills

Microsoft

McMillan Shakespeare Melbourne, Victoria, AUS Office

Melbourne Central Tower, Level 21, 360 Elizabeth Street, Melbourne, Victoria , Australia, 3000

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