Settlements Coordinator

Reposted 2 Days Ago
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Melbourne, Victoria
In-Office
3-3 Annually
Mid level
Fintech • Payments • Financial Services
The Role
The Settlements Coordinator manages credit approvals, settlement processes, documentation, and client relationships to ensure high-quality service and compliance. Responsibilities include processing finance applications, liaising with clients, managing dealer relationships, and ensuring attention to detail in all communications and tasks.
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.

Making your money work for you - 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.

Here’s how you will make a difference in this role…

The Settlements Coordinator is responsible for all aspects of; credit approval, generating lease documents, checking files, co-coordinating settlement, providing support to Leasing Consultants and providing MSA clients with a single point of contact during the settlement process.

The Role: All activities relating to the Co-ordination and Settlement of the Lease which include, but are not limited to:

Processing - Processing all documentation for settlements:
‒ Finance applications
‒ Ordering cars
‒ Settling client leases
‒ Contracting settlements
Client Relationship Management/ follow up - Liaising with clients and support them through the settlement process; proposal and lease documents; manage client relationships.
Third Party Contact/ follow up - Managing Dealer relationships and expediting the return of necessary documents; Managing credit and settlement turnaround times ensuring open communication and acting in a manner which best supports the Leasing Consultants requirements.
Quality Assurance - Ensuring all processing/ follow up is carried out to a highest standard; ensuring calls are answered within KPI/ GOS; Act in a manner compliant to all (legislation) Maxxia operates under.

At MMS clear expectations help our people Be the Difference.  Your key responsibilities in this role will include:

Commitment and proven ability to provide a high level of customer service.

• Strong attention to detail and accuracy and computer literacy in Microsoft / Windows environment.
• Ability to work effectively in a team environment. Engages in pro-active behaviour, takes action to seize opportunities and promote new ideas and solve problems.
• High level of written and verbal communication skills. Express information and ideas clearly and concisely and confirms understanding.
• Ensures completeness and accuracy of tasks, information and activities and shows attention to detail.
• Effectively manages own time by planning activities and setting priorities. Acts in an urgent manner at all times.
• Able to identify product benefits and the ability to effectively communicate them to potential customers.

To be considered for this role you will have:

• Minimum 3 years’ experience in a customer service and/ or sales orientated role.

• Experience working in commerce/ financial services areas
• Knowledge of salary packaging administration or fleet management highly regarded.

Qualifications
• VCE or equivalent.

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
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The Company
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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