Settlements Officer

Pasig City, Metro Manila, Philippines
Full Time
Experienced
Settlements Officer 
Leading Australian Asset and Business Finance Lender 

Introduction: 
Our client is a leading Australian asset and business finance lender, committed to providing tailored financial solutions to its clients.  We are seeking a detail-oriented and experienced Settlements Officer to join our team, ensuring smooth and efficient settlement of finance deals while adhering to regulatory and compliance standards. 

Key Responsibilities: 
• Manage the end-to-end settlement process for asset and business finance deals, ensuring accuracy and timely completion. 
• Liaise with brokers, borrowers, and internal teams to facilitate and finalize settlements. 
• Review and verify loan documentation, ensuring all required information and supporting documents are in place. 
• Ensure compliance with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations. 
• Conduct credit checks and broker accreditation reviews, ensuring that all brokers meet required standards. 
• Identify and address any discrepancies or issues that may arise during the settlement process. 
• Maintain accurate records and documentation for each transaction. 
• Provide exceptional customer service, ensuring that all stakeholders are kept informed throughout the settlement process. 
 
Skills and Experience Required: 
• Confident communication skills, both verbal and in writing. 
• Strong attention to detail and the ability to work to deadlines in a fast-paced environment. 
• Excellent communication and interpersonal skills, with a customer-focused attitude. 
• Knowledge and experience with AML/KYC compliance regulations. 
• Previous experience in asset finance, banking, or financial services preferred. 
• Experience with broker accreditation processes helpful. 
• Good organizational and time management skills. 

What We Offer: 
• Up to Php30,000.00 basic salary plus allowances depending on experience and benefits package. 
• Supportive team environment with opportunities for career growth. 
• Australian business hours (morning/day schedule, Monday to Friday) 
• Full time onsite role, office located Robinsons Equitable Tower, ADB Avenue, Ortigas Center 

 
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