Settlements Co-Ordinator
Permanent 35000 - 45000 GBP per-year-salaryJob Overview
Hi, we’re PEXA!
We know you’ll Google us before applying, so let’s 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’re helping 20,000+ families into their homes each week.
We’re 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.
We’re 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. We’re a passionate, motivated and unashamedly enthusiastic bunch at PEXA – we love what we do and we’re proud to admit it! Creating brilliant experiences for our members and their clients wouldn’t be possible without ensuring we deliver an exceptional employee experience.
Here’s 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 customer’s 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’.
Hi, we’re PEXA!
We know you’ll Google us before applying, so let’s 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’re helping 20,000+ families into their homes each week.
We’re 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.
We’re 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. We’re a passionate, motivated and unashamedly enthusiastic bunch at PEXA – we love what we do and we’re proud to admit it! Creating brilliant experiences for our members and their clients wouldn’t be possible without ensuring we deliver an exceptional employee experience.
Here’s 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 customer’s 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
- 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
- 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
- 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
- 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
Reconciliation
Exception Management
Operational Support
Compliance & Controls
Skills & Experience Required
- 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#
- 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
Essential
Desirable
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 140 677 792; ASX: PXA) (referred to collectively as “PEXA Group”).
When we process your 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 another company within the PEXA 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 https://pexa.co.uk/applicant-policy/.
#PEXAUK