Settlements Officer page is loaded

Settlements Officer

locations : Brisbane Office - Newstead Village : Melbourne Office - Elizabeth St

time type : Full time

posted on : Posted 2 Days Ago

job requisition id : JR101334

About the Role

As a Home Loan Settlements Officer, you’ll play a key part in ensuring new lending is settled smoothly, accurately and on time.

You’ll manage settlement activity end-to-end — checking documentation, confirming conditions are met, coordinating stakeholders, and ensuring funding is released in line with customer requirements, legal obligations and internal policy.

You’ll be responsible for reviewing legal and settlement documents to ensure they’re correctly executed and compliant, validating invoices and evidence requirements (such as insurance and clear title/ownership evidence where relevant), and making sure records and data entry are accurate in the system.

You’ll liaise with internal bank staff and external parties to clear any outstandings prior to settlement, and you’ll keep communication clear, professional and timely so everyone knows what’s needed and where things are up to.

This role also requires strong risk awareness and a commitment to compliance — including adherence to legislative requirements such as privacy, AML obligations and responsible lending frameworks — while consistently meeting service agreement timeframes.

If you’re working within BOQ’s digital home loan settlement workflow, you’ll be supporting the settlement and funding stage as the final step in the home loan lifecycle, working across core platforms and procedures used for digital settlement activities.

About you

You are organized, detail-driven and calm under pressure — someone who enjoys working through structured processes and takes pride in getting it right the first time.

You’re confident communicating with a wide range of stakeholders, can juggle competing deadlines, and you know how important accuracy is when handling settlement documentation and funds movement.

Ideally, you’ll bring experience in settlements, documentation or loan/finance operations, along with strong numeracy and literacy skills and solid capability using everyday systems.

You work well in a team, can operate without constant supervision, check your own work thoroughly, and you’re committed to completing mandatory training and following policy and procedure.

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.

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

Our perks

At BOQ Group, we are passionate about creating an exceptional work environment that nurtures both your professional and personal growth.

Our comprehensive benefits package is designed to enhance your well-being, provide financial security, and foster a sense of community and inclusion. Here are just some of the fantastic perks you can enjoy as part of our team:

• Flexible working arrangement - Balance your work and personal life with ease.
• Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
• Salary sacrificing options - Maximise your take-home pay with our salary packaging options.
• Paid parental leave with no minimum requirements - Spend quality time with your new family member without any worries.
• Discounted private health insurance plan - Take care of your health with our special rates.
• Employee Assistance Program (EAP) - Access confidential support for personal and professional challenges for you and your family
• Access to employee network groups - Connect with peers through our First Nations Reconciliation, LGBTQIA+, Multicultural, Gender, Early Careers, and accessibility groups.
• Pride in Diversity membership: We are proud members of Pride in Diversity and actively participate in the Australian Workplace Equality Index.

We are committed to creating a workplace where everyone feels valued and supported. Join us and be part of a company that truly cares about its people and community!

How to apply

To apply for this role, follow the links.

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.

The BOQ Group talent team is made up of customer-centric talent professionals with extensive recruitment experience between them. They live and breathe the BOQ way and are dedicated to guiding you along the recruitment process, from start to finish.