Settlements - Team Member at Westpac Group

Adelaide, South Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

06 May, 26

Salary

0.0

Posted On

05 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Problem-Solving, Collaboration, Communication, Stakeholder Management, Attention to Detail, Compliance, Investigative Skills

Industry

Financial Services

Description

Create your best future and join Westpac as a Settlements Team Member Location: Lockleys Are you passionate about problem‑solving, collaboration, and ensuring high‑quality operational outcomes? We’re looking for a Settlements Team Member to join our Post Funding Exceptions (PFE) team. In this role, you’ll play a key part in supporting the completion of refinance settlements and safeguarding the security position of our lending portfolio. What’s the role? As a Team Member, you will work closely with the Settlements teams, external third‑party providers, and internal stakeholders to resolve issues delaying the finalisation of refinance settlements. You’ll monitor outstanding security registrations, investigate delays, and drive resolutions to ensure all settlements are completed efficiently. Key Responsibilities Support Settlements teams and external providers by resolving issues preventing the completion of refinance settlements. Monitor, track, and report on all files aged over 30 days where security remains outstanding. Allocate and investigate aged files, liaising with sales channels, clients, and stakeholders to achieve timely settlement completion. Provide reporting and updates to executive management and external third‑party partners on aged unsecured loan applications. Prepare and submit claims to our insurance provider for any losses related to unresolved OFI issues. Attend meetings with Westpac executives, insurance providers, and FMS teams as required. Ensure compliance with Risk & Compliance requirements, including Caveats and PCO/125 code standards. Reconcile invoices for payment of insurance premiums. What do I need? Strong investigative and problem‑solving skills Excellent communication and stakeholder management Ability to work independently while contributing to team outcomes High attention to detail and commitment to compliance Experience in settlements, post‑funding, or financial operations (advantageous, or financial operations (highly regarded) Why join us? We’re obsessed with becoming our customers' #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return, we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that: Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates! Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave. Tailored learning and development opportunities to help your grow your career within the bank. Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives. Create your future today To get started, simply click on the APPLY or APPLY NOW button We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community. If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website.

Responsibilities

The Settlements Team Member will support the completion of refinance settlements by resolving issues and monitoring outstanding security registrations. They will also provide reporting and updates to management and external partners.