About La Trobe Financial

La Trobe Financial is Australia’s leading alternative asset manager, helping Australians build better futures for over 70 years. With $24 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity 

As a Residential Settlements Officer in our Customer Services division you will be responsible to manage a portfolio of residential loans from letter of offer stage through to settlement. You will liaise with solicitors, brokers, and borrowers to achieve settlement within the required time frames.

You will work both autonomously and collaboratively within your team, as well as with a range of other teams within and outside of the division including business development managers, brokers and borrowers with settlement enquiries.

The successful applicant will have a strong understanding of the residential settlements process, be able to work to tight deadlines and at times under pressure, be able to execute a strong attention to detail and demonstrate excellent customer service skills.

Key Responsibilities

• Preparation of files for settlement in accordance with La Trobe Financial’s policy and procedure

• Adhere to all legislative requirements

• Ensure documentation received satisfies requirements of outstanding conditions prior to settlement

• Effectively communicate with brokers, borrowers and solicitors to ensure they are aware of the progress of their file until settlement

• Competent with the following programs: Loan Closer, Equifax, Valuation Exchange (Valex), Global X

• Ensure a high level of customer service and professionalism is maintained with all brokers, borrowers and BDM’s

• Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial’s corporate values at all times

About You

• You are highly motivated and enthusiastic with a team-based mindset

• You will have prior knowledge and experience in understanding the residential settlements process

• Understand the end to end loan process and documentation requirements

• Can manage daily workload autonomously and work to deadlines

• Demonstrate excellent customer service and communication skills

• Shows initiative, has strong problem-solving skills and excellent attention to detail

• Willing to help colleagues achieve team KPIs

• Strong decision making and relationship building skills

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:

• Celebrate your birthday – with a paid day off, just for you!

• Give back – with paid volunteer days to support causes you care about;

• More time for you – purchase additional annual leave when you need it;

• Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;

• Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!

• Wellbeing first – access to our Employee Assistance Program (EAP);

• Keep growing – with ongoing training and development opportunities;

• Unforgettable socials – from team events to celebrations you’ll actually want to attend! and

• Retail therapy – enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note that only shortlisted candidates will be contacted.