Novated Lease Settlement Officer

Salary: 40,000 to 45,000

Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)

About the Role:

The Novated Lease Settlements Officer is responsible for overseeing the end-to-end settlement process of novated leases, ensuring all contracts, documentation, and payments are processed efficiently and accurately. The role requires close coordination with clients, employers, and internal teams to ensure smooth transitions and adherence to salary packaging guidelines

Skills Required:

• Attention to Detail: Exceptional ability to manage detailed processes, ensuring accuracy and
• completeness in settlement transactions.
• Customer Service: Strong communication skills, with a professional and customer-focused
• Process Management: Ability to follow and improve established settlement procedures, ensuring efficiency and compliance at all times
• Financial Acumen: Basic understanding of financial transactions related to settlements, including invoicing and payment reconciliation.
• Time Management: Ability to handle multiple settlements simultaneously, prioritizing tasks to meet

What will you do?

Key Responsibilities:

• Client and Driver Communication:
• Engage with clients and drivers to understand their settlement requirements, providing assistance and resolving queries throughout the process.
• Ensure clients are well-informed about the next steps in the settlement process, maintaining a high standard of customer service.
• Contract and Settlement Processing:
• Follow established procedures to manage and finalise novated lease settlements, ensuring all contracts and documentation are correctly completed and submitted.
• Coordinate with relevant teams and external parties, such as lenders and insurers, to ensure all aspects of the lease are accurately processed.
• Data Entry and System Management:
• Accurately input client and contract data into systems such as CRM's, Lender Portal and Fleet management software and maintaining up-to-date records of all settlements.
• Ensure compliance with company policies and industry regulations in the management of settlement records and documentation.
• Post-Settlement Support:
• Provide clients with post-settlement support, ensuring they are informed about payroll deductions and any further steps required after the lease is settled.
• Address any follow-up inquiries or adjustments that may arise after the settlement is completed.
• Professionalism and Compliance: ○ Ensure all work is completed with attention to detail, efficiency, and
• accuracy.
• Maintain a high level of professionalism in all communications with clients, employers, and third
• Follow company policies and procedures and comply with all legal and regulatory requirements related to novated lease settlements.

Investigations:

Join the awesome team and enjoy these benefits & perks:

Benefits:

• Available Work Set up: Work from Home.
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Access to knowledge base tools, resource center and training library.
• HMO Coverage on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.