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Settlement Administration Officer

Settlement Administration Officer

Teachers Mutual BankSydney, Australia
15 days ago
Job description

An opportunity to learn and grow within a great team environment

  • Support the team will loan and security documentation administration
  • Full time in the Parramatta office - Monday to Friday 8 : 30 - 5pm
  • About the Role

The role of the Settlement Administration Officer is to validate and verify all loan and security documents to ensure they are accurately and compliantly completed and held in accordance with TMBL's filing standards.

You will be responsible for other support duties assigned to you, including but not limited to data entry and managing mail.

  • About You
  • Validate and verify all loan and security documents to ensure they are completed accurately and compliantly and held in accordance with organisations filing standards using specified checklists.
  • Follow up with stakeholders and / or team members if documents are not held. Complete appropriate spreadsheets for documents that are missing or incurred problems.
  • Create and maintain security packets and security information accurately in the relevant format.
  • Maintains integrity of loan / security documentation within TMBL by ensuring files adhere to our policies and standards prior to filing.
  • Retrieve, file and maintains accurate filing system using applicable tracking method, such as Recfind6, ApplyOnLine, Simpology, spreadsheets, Loan Diary and Event history, to ensure member service levels are met.
  • Undertakes and completes data entry to assist the business.
  • Collates and forwards required files and information upon request.
  • Reports compliance failures or breaches of policies, procedures or law to the Supervisor / Manager in a timely manner.
  • Qualifications & Skills
  • Financial Services Reform Tier 2 Accreditation
  • Ability to communicate effectively with internal departments, stakeholders and third parties.
  • About us

    • Teachers Mutual Bank Limited is one of the largest mutual banks in Australia. We are a globally-recognised socially responsible bank with profit-for-purpose as our business model and philosophy. At our Bank, social responsibility is built-in, not bolted on and drives our business practices, people, and products.

    We are proud to serve some of Australia's essential workers in education, emergency services and healthcare. We believe they deserve a bank that does good for their community.

    We have been named one of the World's Most Ethical Companies for ten years in a row and are a Certified B Corp Bank.

    Our employees embrace our organisation's values of passion, advocacy and sustainability, and contribute to a diverse and inclusive workplace culture founded on mutual respect, equality and a focus on striving to deliver exceptional member service.

  • How to apply

    • Please click the APPLY button and follow the prompts.

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