Settlements Officer

Shift

Sydney, Australia
Remote
Loan disbursement coordination
Settlement documentation review
Aml and ctf compliance
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow and streamline trade terms through innovative financial products

Job Summary

  • At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow and streamline trade terms through innovative financial products.
  • As a Settlements Officer, you will play a critical role in ensuring business loans are settled accurately and efficiently while maintaining compliance with regulatory and internal risk requirements.
  • Shift offers a flexible working environment, collaborative teams, and industry-leading family support including 26 weeks paid parental leave.

Matching Summary

At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow and streamline trade terms through innovative financial products.

Skills & Requirements

Must-have

  • Loan disbursement coordination
  • Settlement documentation review
  • AML and CTF compliance
  • Settlement data management
  • Customer and stakeholder liaison
  • Settlement process monitoring

Nice-to-have

  • Proactive problem solving
  • Strong communication skills
  • Collaborative team environment
  • Experience in fintech or banking
  • Solutions-focused mindset
  • Ability to manage multiple settlements

Key Requirements

  • Experience in asset finance or business finance settlements
  • Understanding of AML and CTF obligations
  • Familiarity with loan documentation and funding processes
  • Tertiary qualifications in Business or Finance preferred but not required

Work Rights

Not specified

Tailored Resume

Cover Letter