Settlement Support Officer & Admin Assistant

About us

EQUIFUND FINANCIAL GROUP is a growing commercial asset finance brokerage based in Sydney, specialising in tailored finance solutions for businesses across Australia. We work with a broad panel of lenders to help our clients secure funding for vehicles, equipment, and other business assets. Our team values professionalism, speed, and strong communication - all backed by a collaborative and supportive workplace culture.

About the role

We are seeking a Settlement Support Officer & Admin Assistant to join our team in a full-time role. The successful candidate will work closely with our brokers to manage the settlement process and provide day-to-day administrative support. This is a phone-based, client-facing role that requires strong communication skills, a sense of urgency, and a focus on accuracy and compliance.

Key responsibilities

• Proactively call and follow up with clients, lenders, insurers, and suppliers to gather outstanding documents or information needed to move deals from approval to settlement

• Liaise with lenders to confirm settlement conditions, coordinate invoice collection, and request payout letters

• Prepare and lodge compliance documents, settlement packs, and lender-specific forms

• Review approval letters and assist brokers in identifying conditions to be satisfied

• Track and update settlement pipeline, ensuring all deals are progressing in a timely manner

• Organise client insurance policies and liaise with insurance providers where required

• Accurately input and maintain data across CRM and lender portals

• Complete credit checks, bank statement retrievals, and ID verifications as part of the settlement process

• Provide brokers with administrative support, including meeting preparation, file management, and post-settlement follow-up

• Maintain adherence to AML/CTF and responsible lending policies (where applicable)

About you

• Prior experience in asset finance, mortgage broking, or commercial lending is preferred

• Excellent verbal communication and phone follow-up skills

• Strong attention to detail, particularly when reviewing documents and meeting lender conditions

• Ability to multitask and prioritise in a fast-paced, high-volume environment

• Proficiency in Microsoft Office and CRM systems (experience with Mercury, Salestrekker, or similar is highly regarded)

• A team player with a proactive, can-do attitude

Benefits

• Join a high-performing and supportive finance team

• Exposure to a wide range of commercial lending scenarios

• Career progression opportunities as the business continues to grow

• Competitive salary package

• Convenient Sydney office location