Settlement & Broker Support Officer
1 week ago
The **flexi**commercial (part of **humm**group) culture is fast-paced, customer focused and high-achieving. **flexi**commercial partners with finance brokers to offer small to medium size businesses flexible and fast asset finance solutions. The business and this role is suited to someone who is flexible, organised, pro-active and able to multi-task, with experience in similar or related roles.
**What's so exciting about this role?**
Due to the significant growth in the business, we are looking for a Settlements & Broker Support Officer to join the team in Auckland. In this role, you will review and settle commercial asset finance transactions within** flexicommercial** with a core focus on exceptional customer service to brokers and their customers. This means ensuring that all deals are reviewed and settled as quickly and efficiently as possible without compromising on compliance standards. You will spend part of your time performing Settlements duties and part of your time managing the Broker queries.
**What Does An Average Day Look Like?**
No day is average, but here’s an idea of what you can expect to do in this role:
- Reviewing commercial asset finance transactions for settlement ensuring appropriate risk, legal and compliance guidelines have been met.
- Corresponding with brokers directly to assist them in their requirements or referring them to the appropriate department within flexicommercial.
- Helping stakeholders with post settlement queries and issues.
- Working collaboratively with internal stakeholders, including Business Development Managers, Account Managers, Credit and Asset Management, to ensure transactions are reviewed and settled in a timely and efficient manner.
- Assisting in the review of practices and processes to drive and implement improvements to meet organisational and broker needs.
**Who will thrive in this role?**
You are someone who believes in the strength of good relationships. You are flexible, driven and passionate about brokers and their customers; you can operate in and contribute to a fast paced and dynamic environment, and you bring excellent multi-tasking skills and a focus on delivering outcomes.
You will also bring:
- Minimum of 1 year experience working in settlements, asset finance or mortgages is preferred
- Strong customer service focus
- Good communication skills
- High attention to detail
- Demonstrated initiative, drive, enthusiasm, and a team player
- Excellent organisational and time management skills
- Ability to collaborate with other departments and key stakeholders as well as work independently.
- Good understanding of Loan, Rental and Finance Lease products and the different settlement and compliance requirements for those products is highly regarded
- Good knowledge of current legislative and compliance requirements as they relate to the commercial asset finance industry will be highly regarded
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