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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Settlements Officer |
| Position Code: | 590 | | Career Level: | 2 |
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Responsible for
Ensuring that all settlement transactions are processed correctly and in a timely manner. |
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Reports To
Settlements Manager. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Preparing certification and loan documentation.
Coordinating and confirming all settlement transactions with other parties.
Ensuring that all loans are settled accurately.
Recording reasons for application withdrawals where loan documents have been issues.
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Key Skills
Strong customer service skills.
Strong oral and written communication skills.
Problem identification and resolution skills.
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Internal Contacts
Underwriting team, Processing team, Customer Service, Finance, IT, HR. |
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External Contacts
Mortgage Originators, Solicitors, Borrowers. |
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Typical Experience
Previous para-legal or banking experience, coupled with secondary education qualifications. |
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