Settlements Associate


We are currently looking to recruit a Settlements Associate to join the team in Melbourne. 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 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 Customer Service, 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.

If you possess the relevant skills and experience, submit your application via the 'apply' link. 

Find out more about Macquarie careers at www.macquarie.com/careers   

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 

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team. 

We recognise that flexibility comes in a variety of forms. Talk to us about what flexibility you need. 


We are currently looking to recruit a Settlements Associate to join the team in Melbourne. 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 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 Customer Service, 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.

If you possess the relevant skills and experience, submit your application via the 'apply' link. 

Find out more about Macquarie careers at www.macquarie.com/careers   

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 

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team. 

We recognise that flexibility comes in a variety of forms. Talk to us about what flexibility you need. 

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