Settlements (Banking & Financial Services)Full timeInfinity Group Coaching (IGC) is seeking a highly motivated Settlements Officer to join our dynamic team. As a Settlements Officer, you will play a critical role in facilitating and managing the settlement process in real estate transactions, ensuring a seamless and efficient closing experience for our clients. Your efforts will directly contribute to minimizing risks, maintaining compliance, and ensuring successful transaction outcomes. This is an exciting opportunity to work in a fast-paced environment with a supportive team, reporting to the National Manager Broker Support.About UsInfinity Group is led by our visionary founder, Graeme Holm, who has graced the stage alongside legends like Tony Robbins, Robert Kiyosaki, David Goggins, Gary Vaynerchuk, and the esteemed Sir Richard Branson! Holm's trailblazing methods have captured the attention of industry giants, setting us apart in revolutionizing financial strategies.About YouYou are a detail-oriented and proactive professional with experience in mortgage settlements or a related field. You thrive in a collaborative environment and are driven by providing exceptional service to clients. With your strong communication skills and technical proficiency, you are confident in managing multiple tasks and meeting deadlines while adhering to regulatory and compliance standards. Your ability to build relationships and stay informed about industry trends will be essential as you work with lenders, clients, and external parties to ensure smooth settlement processes.Key Responsibilities & Accountabilities:Client Engagement: Act as the primary point of contact for clients during the post-settlement process, managing contracts and documentation to ensure a seamless and efficient settlement.Mortgage Review: Conduct thorough reviews of formal loan documents prior to submission to clients for signature and approval.Lender Relationships: Develop and maintain strong relationships with lenders, ensuring access to competitive mortgage products and services.Application Management: Guide clients through the mortgage application process, ensuring accuracy and compliance with lender requirements.System Proficiency: Utilise platforms such as Broker Engine and Broker Banking to complete settlements in a timely and efficient manner.Monitoring & Follow-up: Track key milestones and ensure all required documentation is submitted on time, ensuring settlements stay on schedule.Market Expertise: Stay informed on the latest Australian mortgage market trends, interest rate movements, and regulatory changes to provide accurate and timely advice to clients.Compliance: Ensure that all transactions and client engagements comply with industry regulations and ethical standards.Client Support: Provide ongoing support to clients throughout the mortgage process, addressing any inquiries and resolving issues to ensure satisfaction.Required Skills & Experience:2-4 years of experience in mortgage settlements or a similar role.Proficiency in using Australian banking platforms and tools like Sales Trekker and AOL (ideal).Strong analytical and problem-solving skills.The ability to manage multiple tasks simultaneously.Exceptional written and verbal communication abilities, with a professional approach to interacting with clients and stakeholders.Experience working proactively with external Solicitors to ensure high service quality.Ability to plan, prioritize, and meet deadlines efficiently.Qualifications:Certificate IV in Finance and Mortgage Broking or Certificate IV in Banking Services.Alternatively, a university degree such as a Bachelor of Banking and Finance, Bachelor of Business (Finance).Experience using Sales Trekker, AOL and Australian banking platforms (ideal).Please be aware that this position is a full-time on-site role and work from home arrangements are not an option. Successful candidates must be prepared to work exclusively from the office in Varsity Lakes, QLD.Join us in implementing the Infinity Group Rapid Repay approach and transforming lives! Apply now to become part of our dynamic team at Infinity Group, where financial innovation meets client empowerment.
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