Finance & Settlements Officer (Leasing Operations Clark Site)
Onsite | Full-time | Clark, Pampanga
About the Role
We are looking for a Finance & Settlements Officer to join our growing team in Clark. This role plays a vital part in the Novated Leasing process from client submission and credit approval, to preparing lease documentation and finalizing settlements with financiers. Youll work closely with Leasing Consultants and internal teams to ensure each clients leasing experience runs smoothly and efficiently.
If you have a strong background in finance, customer service, or sales support and enjoy working in a fast-paced, detail-driven environment this opportunity is for you.
Key Responsibilities
- Process and submit finance applications accurately and on time
- Coordinate with credit teams and assessors to review applications
- Prepare and issue contract documents
- Communicate with financiers to resolve any settlement-related queries
- Manage the full settlement process from approval to completion
- Collaborate with the Salary Packaging team to finalize new lease setups
- Maintain CRM systems with accurate and updated information
Key Qualifications
Minimum of 3 years experience in a customer service, finance, or sales support roleBackground in financial services, salary packaging, or fleet management is an advantageStrong attention to detail and organizational skillsExcellent communication and interpersonal abilitiesProficient in Microsoft Office and CRM systemsCapable of managing multiple priorities and meeting deadlinesA proactive team player with a high sense of accountability