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McMillan Shakespeare

Settlements Coordinator

Posted 12 Days Ago
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In-Office
Melbourne, Victoria, AUS
Entry level
In-Office
Melbourne, Victoria, AUS
Entry level
Processes client, financial, and employer documentation for lease settlements; prepares settlement packs, generates lease documents, coordinates external financiers, checks files, and provides updates to clients and internal stakeholders. The role also guides clients through settlement, manages document returns, supports Leasing Consultants, and ensures accurate, timely completion of settlement activities while delivering strong customer service.
The summary above was generated by AI
Maxxia is part of the McMillan Shakespeare Group (MMSG), Australia's largest provider of salary packaging and novated leasing, and collectively we provide expertise in novated leasing, salary packaging, associated Fringe Benefits Tax administration and management, operating leases and asset management for ‘tool of trade’ vehicles and other business assets, retail finance, insurance and warranty.

As the Settlements Coordinator you will play a critical within our business.  You will be responsible for all aspects of credit approval, generating lease documents, checking files, coordinating settlements and providing support to Leasing Consultants.  You will also be a single point of contact for the clients in your portfolio throughout the settlement process providing them, and internal stakeholders, with feedback and updates. 

Key Responsibilities:

  • Processing applicable client, financial, employer documentation in order for settlement, such as Finance Applications; Ordering Cars; Settling Client Leases; Contracting Settlements.
  • Generation of settlement packs and managing external financiers.
  • Guiding clients through the settlement process.
  • Liaising with clients in relation to their proposal and lease documents.
  • Managing relationships and expediting the return of necessary documents.

Success is…

  • A sense of urgency and the ability to work in a busy environment
  • Commitment and proven ability to provide a high level of customer service
  • Ability to work effectively in a team environment; be proactive, take action and seize opportunities to promote new ideas and solve problems
  • High level of written and verbal communication skills.
  • Ensure completeness and accuracy of tasks, information and activities and show high level attention to detail. 
  • Knowledge of salary packaging administration or fleet management highly regarded

What we can offer you:

·         Strong culture and the support of a values-based recognition program

·         Novated leasing benefits and discounts

·         12 weeks paid parental leave 

·         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

·         Volunteer leave & Career break

·         MMS Rewards program

 

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 value the skills and attributes veterans can bring to our organisation.

·         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 people 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]

HQ

McMillan Shakespeare Melbourne, Victoria, AUS Office

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

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