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Settlements Associate


We have an opportunity for a Settlements Associate to join the Settlements Team supporting across either Home Loans and Asset Finance. This is an exceptional opportunity to join a successful business.

As a key member of the team you will be responsible for checking loan documentation, invoices and supporting documentation for accuracy and completeness to enable settlement. Using your critical eye for detail you will accurately prepare entries for disbursement of loan funds to pay for purchased assets and any associated costs, ensuring approval conditions are met. Harnessing your ability to work under pressure and work to tight deadlines, both autonomously and as part of a team, you will work towards achieving an individual and team KPI relating to both efficiency and quality standards on a daily basis.

Using your exceptional communication skills and strong telephone manner, you will act as a primary point of contact for our Brokers and Introducers, working with them to deliver a premium service experience and resolving issues to ensure smooth settlement of loan transactions. Work closely with customers to achieve mutually beneficial outcomes, exercising discretion and common sense to deliver a personalised premium service while meeting the needs of our organisation.

To be successful in this role, you will have previous experience in an administrative role, Financial Services or in a phone-based client services role, preferably hold a tertiary qualification. Strong numerical and time management skills will be highly valued as you will be working to deadlines ensuring applications are funded correctly and within agreed timeframes. You will be a motivated and driven individual with a focus on exceeding your personal, as well as the wider teams’ goals.

In return, we will enable you to develop your skills, as well as providing a diverse and inclusive environment where you will be comfortable in bringing your whole self to work every day. If this role sounds like you, please apply via the link below.

Find out more about Macquarie careers at   

About Banking and Financial Services

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients. 

Our commitment to Diversity and Inclusion 

The diversity of our people is one of our greatest strengths, and in combination with our inclusive environment, it enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.

We are committed to providing a working environment that embraces and values diversity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.

About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 17,000+ employees and offices in 33 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Find out more at

Job no: BFS-960558
Work type: Permanent - Full time
Location: Sydney
Category: Mid-level, Junior, Administration & Support, Credit, Customer Service, Operations, Retail Banking, Other
Group: Banking and Financial Services
Division: BFS Central & Operations
Recruiter: Hannah Lewis
Opening Date: