At a Glance
- Tasks: Ensure accurate and timely settlements for novated leases while collaborating with various teams.
- Company: Join Leaselab, a company dedicated to making novated leasing straightforward.
- Benefits: Gain valuable experience in finance and customer service within a supportive team.
- Other info: Opportunity to build industry knowledge and contribute to a growing business.
- Why this job: Play a crucial role in enhancing customer experiences and improving settlement processes.
- Qualifications: Strong attention to detail and excellent organisational skills are essential.
The predicted salary is between 45000 - 55000 $ per year.
Join Leaselab and play a key role in ensuring every novated lease is settled accurately, compliantly and on time.
About the role
We're looking for a detail-oriented Settlements Officer to manage the final stages of our novated lease transactions.
You'll review contracts and supporting documents, resolve discrepancies and coordinate with internal teams, dealerships, employers and financiers to keep settlements moving.
Your accuracy and follow-through will help reduce financial risk while delivering a smooth experience for our customers.
- What you'll be doing
- Review customer, employer, dealership and financier documentation for accuracy and completeness
- Confirm documents have been signed by the correct parties
- Cross-check finance amounts, commissions, fees, lease payments and residual values
- Verify vehicle, customer, financier, GST and invoice details
- Coordinate settlement dates with Business Development Managers and purchasing team members
- Identify and resolve missing information or documentation discrepancies
- Liaise with Financiers to facilitate settlement and fund disbursement
- Maintain accurate deal records and progress deals through Hub Spot
- Ensure regulatory requirements and internal policies are met before contracts are activated
- Maintain and regularly review settlement procedures and process documentation
- Contribute to improvements that make settlements faster, more accurate and easier to manage
What we're looking for
- Strong attention to detail and confidence working with financial information
- Excellent organisation and time-management skills
- The ability to manage multiple transactions and competing deadlines
- Clear, professional communication skills
- A methodical approach to checking contracts and supporting documents
- Confidence identifying discrepancies and following them through to resolution
- A collaborative approach when working with sales, administration and external partners
- Comfortable learning and using CRM and finance systems
Experience in novated leasing or vehicle finance is highly regarded!
Why join Leaselab?
At Leaselab, we make novated leasing refreshingly straightforward.
You'll join a collaborative team focused on accuracy, responsive service and delivering better outcomes for customers.
This is an opportunity to take ownership of an important stage in the customer journey, build specialised industry knowledge and help improve the way our settlement processes operate as the business grows.
Settlements Officer in Melbourne employer: Leaselab
Leaselab offers a dynamic work environment where creativity and commercial acumen are valued. Employees have the opportunity to engage in diverse projects, from creating standout B2B campaigns to organizing memorable events that drive growth. The company fosters a culture of collaboration across teams, providing a platform for professional development and innovation.
