Settlements Coordinator

Posted 12 Days Ago
Be an Early Applicant
Melbourne, Victoria, AUS
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Manage end-to-end lease settlement processes: credit approval, generate and check lease documents, coordinate with financiers and clients, support Leasing Consultants, and ensure timely return of required documentation while providing status updates.
Summary Generated by Built In
Making a difference isn’t just our purpose, it’s what motivates our people every day. For us, work is not about ticking a box. It’s about knowing that it matters. We make a meaningful difference every day by making it easier for our customers to focus on what matters in their lives.

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

*Please note only shortlisted applicants will be contacted and all successful candidates will undergo a National police check and credit checks.

Click on the "Apply" button and complete our online application form.

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]

Skills Required

  • Experience processing finance applications, generating settlement packs and coordinating settlements with external financiers
  • Experience with credit approval and checking lease/contract documentation
  • High level written and verbal communication skills
  • Proven ability to provide high level customer service and guide clients through processes
  • High attention to detail and ability to work with urgency in a busy environment
  • Ability to work effectively in a team, be proactive and solve problems
  • Knowledge of salary packaging administration or fleet management
  • Successful completion of National police check and credit checks (required for employment)
  • Background checks including criminal history and ASIC checks, and NDIS Workers Screening Check if appropriate
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The Company
HQ: Melbourne, Victoria
1,199 Employees
Year Founded: 1988

What We Do

With eight brands across the employee benefits, fleet management and disability support industries, MMS employs around 1300 people in Australia and New Zealand. Established in 1989, MMS blazed the trail for salary packaging in Australia, and we have grown from a small family business to the ASX-listed house of brands we are today. At MMS, we're proud of our history, our heart, and our commitment to making a difference to people's lives. ​We care because people matter. ​We collaborate because the greatest achievements are made together, and we continuously create because some of the best innovations have yet to be imagined.​ Our vision – to be a trusted partner that provides solutions in making complex matters simple – reflects our strong nationwide presence and the many long-term clients we partner with including Federal and State governments and some of the largest public and private sector, health and charitable organisations

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