Offer summary

Qualifications:

Sharp attention to detail and high accuracy in data entry., Previous experience in banking or financial services is preferred., Excellent written communication skills and proficiency in CRM systems., Strong time management and problem-solving abilities..

Key responsibilities:

Process and input critical data into CRM systems.

Manage email communications and respond to customer queries.

Prepare and process customer applications, ensuring all documents are complete.

Conduct onboarding calls with new customers to guide them through the application and settlement process.

Job description

This is a remote position.

Job Highlights:

Contract: Independent Contractor
Schedule: 8:30 AM to 5:00 PM Perth with one hour unpaid lunch (37.5 hours per week)
Client Timezone: Perth, AU

Client Overview:
Join a forward-thinking Australian company at the forefront of innovative financial solutions. Specializing in a unique concept within the automotive and financial sectors, this Perth-based organization is revolutionizing how Australians approach vehicle ownership and financing. With a commitment to growth and continuous improvement, they’re seeking detail-oriented professionals to support their expanding operations.

Job Description:

As a Settlement & Sales Support Officer, you’ll be integral to maintaining the efficiency and accuracy of our client’s operations. This role offers a blend of data management, customer service, and process optimization. You’ll handle crucial information, process applications, and ensure smooth communication flow. This position is ideal for those who thrive on precision, enjoy problem-solving, and want to be part of a dynamic, expanding business in the financial sector.

Responsibilities:

Process and input critical data into CRM systems.
Manage email communications and respond to customer queries.
Prepare and process customer applications, ensuring all documents are complete.
Ensure information on the financier portal matches the CRM system.
Follow up on outstanding payments and missing documents.
Contribute to improving operational efficiency and adapt to evolving processes.
Handle confidential information with discretion and professionalism.
Conduct onboarding calls with new customers to guide them through the application / settlement process, explain required documentation, and answer initial questions, ensuring a smooth start‑to‑finish experience.

Requirements

Sharp attention to detail and high accuracy in data entry.

Previous experience in banking/financial services

Excellent written communication skills.

Proficiency in using CRM systems and willingness to learn new technologies.

Ability to follow structured processes and adapt to changes.

Strong time management and problem-solving skills.

Basic understanding of financial products (novated leasing knowledge a plus).

Benefits

Independent Contractor Perks:

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_23264_JOB

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