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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’.
Job Responsibility:
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
Requirements:
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
Nice to have:
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
What we offer:
Tailored personal and professional learning and development programs