Settlements & Documentation Prep Officer | Makati | Day 1 HMO

Where Financial Accuracy Meets a Fulfilling Life Outside Work

Behind every smooth financial transaction is someone who brings order, care, and precision. Join a team where your expertise keeps businesses moving forward-and your well-being matters just as much. Here, you'll find purpose in every detail and the balance to enjoy life beyond the numbers.

Job Description

As a Settlements & Documentation Prep Officer, you'll ensure the accuracy and timeliness of finance agreements and settlement documentation while collaborating closely with funders, clients, and suppliers. Your attention to detail and commitment to excellence will help uphold smooth and compliant financial processes.

Job Overview

Employment type: Full-time

Shift: Day shift, Weekends Off

Work setup: Onsite, Makati

Exciting Perks Await

• Day 1 HMO coverage with free dependent
• Competitive Salary Package
• Prime office location in Makati (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Fixed weekends off
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

• Experience: 3-5 years of experience in settlements, documentation, or finance administration within an Australian or US finance or brokerage company
• Knowledge: Familiarity with Australian AML/KYC standards and settlement processes
• Communication: Excellent written and spoken English; ability to compose clear, concise, and professional correspondence
• Technical Skills: Proficiency with financial portals, databases, and MS Office applications
• Attention to Detail: Exceptional accuracy and organizational skills; ability to work efficiently in a fast-paced environment
• Teamwork: Reliable, adaptable, and proactive team player who can also work independently with minimal supervision

Your Daily Tasks

• Review and validate finance agreements and settlement documentation for accuracy prior to client execution and funder submission
• Ensure all supporting documentation (e.g., Australian Driver's Licenses, Passports, Medicare Cards, Trust Deeds) meets funder requirements
• Perform thorough checks on tax invoices (AU or US) to confirm adherence to funder criteria for generating or settling finance applications
• Maintain an organized workflow for preparing settlement packs and submitting them accurately and on time
• Liaise directly with clients, funders, and suppliers; ensure all communication is clear, concise, and professional
• Manage and update multiple funder databases and portals to track progress and documentation
• Handle general office and finance administration tasks, such as supplying payout figures, responding to client inquiries, and assisting with ad hoc administrative duties
• Maintain confidentiality and demonstrate integrity in managing sensitive financial data

About the Client

Our client is a specialist in asset finance, dedicated to helping businesses secure the tools and equipment they need to thrive. With a digital-first approach, they streamline financing processes for equipment resellers, OEMs, and dealerships. Their team of finance experts combines precision, technology, and care to deliver seamless, tailored financial solutions that drive business success and long-term partnerships.

Who Are We

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra