Settlements Co-Ordinator

Leeds - UK

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Hi were PEXA!

We know youll Google us before applying so lets keep this brief. PEXA revolutionised the way that property is settled in Australia turning a paper-based process into a digital one. Our solution is a world-first with over 500 people across Australia and an expanding international team were helping 20000 families into their homes each week.

Were passionate about solving problems for our customers always striving to set the standard for how property is bought and sold. Being awarded as one of the best places to work in Australia is a recognition of our culture and commitment to innovation customers and our community.

Were growing fast that is where you come in.

We believe our success in Australia is worth sharing and that our proven technology will advance how the UK buys and sells homes.

Establishing ourselves within the UK in late 2020 we are committed to collaborating with lawyers conveyancers lenders government and the property industry to set the new standard for both remortgages and buying and selling property.

Why become a PEXArian

Great question! Being a PEXArian is so much more than just a job. Were a passionate motivated and unashamedly enthusiastic bunch at PEXA we love what we do and were proud to admit it! Creating brilliant experiences for our members and their clients wouldnt be possible without ensuring we deliver an exceptional employee experience.

Heres a snapshot of what your life at PEXA could look like:

Your growth:

We encourage you to hit your personal and professional learning and development goals with our tailored programs and tools.

Your wellness:

We care about your holistic wellbeing

Your work/life blend:

We know that work is just one aspect of your life we want to help you create your ideal work/life blend rather than squeezing in life around work.

We are seeking a detail-oriented proactive Settlements Co-ordinator to join our Operations team.

This role is critical to ensuring the integrity and smooth running of our safeguarded settlement accounts and supporting customer operations. The successful candidate will be responsible for managing exceptions daily reconciliations and providing high-quality support to internal and external stakeholders.

With a competent analytical approach you will own and work to resolve a variety of settlement and source account issues. You will instil confidence and take pride in managing all interactions to satisfactory resolutions within tight timescales and be accountable for maintaining remarkable levels of efficiency and productivity to delight and amaze our customers experience.

You will build and maintain strong networks internally and externally to support you in this hands-on role.

Developing exceptional SME knowledge of the PEXA Platform with a specialist focus on Settlements Source Account and the Disbursement Account process and deal with all associated exception scenarios along with policy process and procedures.

When things go wrong the effectiveness and speed at which we resolve an issue is critical to our objective of providing a first-class service.

You will be responsible for real-time monitoring analysis and administration to identify and propose continuous improvement of our settlement processes training knowledge and product development ensuring we are an innovative team who are better together.

Key Accountabilities

Reconciliation

Perform daily reconciliation of safeguarded Source and Disbursement accounts
Identify investigate and resolve any reconciliation discrepancies
Escalate unresolved exceptions promptly in line with internal policies

Exception Management

Continually monitor and track exceptions from settlement processes
Work closely with Finance and Operations to resolve issues
Maintain accurate records of exceptions and resolutions for audit purposes
Carry out root cause analysis of exceptions to identify document and propose continuous improvements
Creation and management of all settlement process and procedures
Engage with PEXA UK customers and integrated partners to resolve issues and achieve the best outcome by providing direction problem solving and training in a timely and professional manner
Be the go to internal expert in relation to PEXA settlement issues understanding and sharing knowledge on cause and affect

Operational Support

Act as part of the Operational Team handling customer enquiries via Salesforce
Provide timely professional and friendly responses to both internal and external stakeholders
Collaborate with cross-functional teams to resolve customer issues

Compliance & Controls

Adhere to all internal policies procedures and any regulatory requirement for safeguarded accounts
Support internal and external audits with relevant reconciliation and settlement exception data

Skills & Experience Required

Essential

Exceptional analyst skills with the ability to interrogate complex data and interpret information and trends
Excellent numeracy and reconciliation processing
Experience of working in a customer facing Operational support role
Customer focused with problem-solving ability exceptional attention to detail and organizational skills
Ability to remain composed under pressure and manage multiple competing priorities
Articulate and confident at relationship building with excellent written and verbal communication skills at all levels#

Desirable

Experience of working in a payments finance or accounting role
Experience of mortgage processing or conveyancing
Experience of using a service support system i.e. Salesforce or similar
Advanced Microsoft skills with excellent analytical database and excel skills

35000 - 45000 a year

Sounds like you

We at PEXA are ready so if this role sounds like you apply today.

To be conducted as part of post offer employment checks:

The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud other unlawful or dishonest conduct malpractice and other seriously improper conduct. If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas and your data protection rights can be found at Cifas.

GDPR Compliance

Digital Completion UK Limited (trading name PEXA) Optima Legal Services Limited (trading name Optima Legal) and Smoove Limited(a holding company which comprises of the following wholly owned trading Subsidiary companies: United Legal Services Limited United Home Services Limited Legal-Eye Limited and Amity Law Limited) are all owned directly by DigCom UK Holdings Limited which is a wholly owned Subsidiary of PEXA Group Limited in Australia (ACN; ASX: PXA) (referred tocollectively asPEXA Group).

When we processyour applicant personal data for recruitment purposes we do so as a controller. If as part of the recruitment process we share your personal data with anothercompany within thePEXA Group that company may process your personal data as either an independent controller or in certain circumstances a joint controller. By applying for this role you consent to us processing your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 and further information can be found in our privacy notice

Hi were PEXA!We know youll Google us before applying so lets keep this brief. PEXA revolutionised the way that property is settled in Australia turning a paper-based process into a digital one. Our solution is a world-first with over 500 people across Australia and an expanding international team we...