Settlements Officer

We are currently looking for a Settlements Officer to join us in a full-time, permanent role (Tuesday - Saturday 8.30am - 5:00pm)! This is a fantastic opportunity to develop your career at BOQ Group, meet new people and join a motivated team of professionals!

As a Settlement Officer, you will be responsible for ensuring new business finance sourced via the network is correctly recorded and reviewed for settlement, all in accordance with customer needs, legal requirements, and policy & procedures.

This role will suit an individual with demonstrated experience working in administration roles requiring a high level of attention to detail, compliance, and process coordination.

Key responsibilities will include:

• Manually recording all new business requiring documentation to be prepared, correctly recorded on the required platforms.
• Ensuring transactions are documented in accordance with customer needs, legal requirements and in line with Policy and Procedure.
• Complete tasks within Service Agreement time frames.

Your success in this role will rely on your positive, can-do attitude, your ability to learn quickly and your tech savviness. You enjoy working in a social team environment, have effective communication skills and have strong ability to interact and build relationships with a wide range of stakeholders, including external dealer contacts.

You are someone who understands the importance of compliance, have high attention to detail and accuracy, and the ability to work autonomously on tasks without supervision.

You are willing to help colleagues solve complex tasks and are prepared to take initiative and help with achieving team goals.

BOQ Group is a truly unique group of challenger brands with a purpose – to provide a genuine alternative to Australian financial services for customers and employees.

Our family of brands (Bank of Queensland (BOQ), ME Bank, Virgin Money Australia, BOQ Specialist), each come with their own defined customer audience and brand personality, but share one goal – to build social capital through banking. That’s creating trust with customers, exploring staff potential and believing that tiny gestures and big ideas can change the world for communities.

BOQ Group’s inclusive vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

Since 2021, BOQ Group is recognised as an Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).

In 2023, we successfully implemented an innovative Reconciliation Plan, driving positive change and promoting inclusivity across BOQ Group.

• Flexible working arrangements
• Discounted financial products
• Salary sacrificing options
• Paid parental leave with no minimum
• Purchase annual leave
• Discounted private health insurance plan
• Employee Assistance Program (EAP)
• Access to employee network groups focused on First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers and accessibility
• BOQ Group is a member of Pride in Diversity and a participating organisation in the Australian Workplace Equality Index

To apply for this role at #boqgroup, follow the links or apply via our Careers Page. 

BOQ Group is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities. When you apply, you are welcome to tell us the pronouns you use and please let us know any reasonable adjustments you may need during the interview process.

If you are successful for a role with BOQ Group, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Please no agency applications.