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    Settlements Officer - Sydney, Australia - Lotus People

    Lotus People
    Lotus People Sydney, Australia

    1 week ago

    Default job background
    Full time
    Description
    • Take charge of ensuring all financial transactions related to Premium Funding are executed.
    • Collaborate cross-functionally with key stakeholders to settle loan premiums, brokers' commissions, and related activities daily.

    ABOUT THE COMPANY
    Our client is national financial services provider renowned for their expertise in premium funding solutions. With a dedicated team of professionals and a commitment to excellence, they pride themselves on delivering outstanding service to their clients across the country.

    ABOUT THE ROLE

    In this role, you will manage daily transaction banking activities, undertake reconciliations, process refund banking files, and ensure accurate postings in their loan system. You will play a key role in managing insurance premium and broker commission payments, driving operational efficiency, and upholding their reputation for excellence.

    DUTIES

    • Execute daily transaction banking activities
    • Reconcile and allocate bank statements
    • Manage insurance premium and broker commission payments
    • Drive a culture of continuous improvement
    • Collaborate with key stakeholders for effective business partnering

    SKILLS & EXPERIENCE

    • 5+ years' experience in Accounts Manager / Settlement Office roles
    • Experience in premium funding is beneficial
    • Strong proficiency in MS Office/Excel and banking platforms
    • Excellent communication and problem-solving skills
    • Ability to manage competing priorities effectively


    CULTURE

    The team enjoy working in a collaborative environment where innovation and excellence are encouraged. a positive culture of continuous learning and development, where every team member is valued and empowered to succeed.


    HOW TO APPLY
    Click APPLY or contact (name), (position) on (phone) for a confidential discussion.

    ******

    Lotus People are one of five accredited candidate experts with a candidate satisfaction score of 97% over two years. We will get back to every applicant and ensure that you have a positive experience with us.

    ******

    REFERRAL INCENTIVE – If you know someone who is perfect for this position, please refer them to us on If we find a role for any referred candidates, we will gift you a $200 voucher

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