Overview
Work History
Education
References
Timeline
Generic

ZAHRA RAHMANI

Melbourne,VIC

Overview

6
6
years of professional experience

Work History

Senior Settlements Specialist

Metro Finance
Sydney, NSW
01.2024 - Current
  • Responsible for the settlement of commercial finance loans
  • Review and verify all documentation (loan agreement and supporting documents) to ensure accuracy and compliance with regulatory standards.
  • Coordinate with brokers and internal stakeholders such as credit team or risk team to obtain all required information to settle the loan and confirm all necessary clearances for settlement.
  • Ensure KYC/AML requirement has been met
  • Register Metro's Personal property securities register (PPSR) & also check the PPSR of particular assets in question
  • Use Equifax to cross-check company and client details and attain information in order to settle the loan.
  • Prepare and oversee the disbursement of funds to vendor, suppliers, financiers ensuring all required check and approvals are in place.
  • Act as the primary contact point between the finance company, clients, and vendors, ensuring smooth communication regarding the status of the finance application and settlement.
  • Reconcile settlement accounts to ensure accuracy in financial reporting and prevent discrepancies
  • Address any issues, discrepancies or queries that may arise during settlement process, including disputes or delays.
  • Generate settlement reports and analyse settlement data to track performance and identify trends or inefficiencies.

Settlements Specialist

Maclean Financial Pty Ltd
Sydney , NSW
09.2022 - 12.2023
  • Facilitated loans from the stage of approval till settlement.
  • Developing training tools and guides for new team members and existing team to utilise and
    refer to
  • Generating contract documents ensuring accuracy with attention to detail Communicating with vendors on private sale deals, requesting and sourcing all relevant documents as per lender policies
  • Sourcing and providing assistance to customer's on completing loan contract and providing all credit and pre settlement conditions such as AML/KYC documents
  • Liaising and maintaining relationships with external and internal stakeholders such as brokers, credit, lenders, BDMs and customers to ensure a smooth settlements process for all parties
    involved.
  • Collaborating with brokers and internal credit team to solve bottle necks on deals
  • Maintaining customer relationships through providing constant updates and also following up outstanding items required for settlement processing

Finance Administrator

Angle Finance
Sydney, NSW
08.2021 - 08.2022
  • Responding to phone and email enquiries from customers, vendors and introducers
  • Manage accounts receivable and accounts payable
  • Identify and correct miscalculations and financial discrepancies
  • Take clear messages and communicate effectively with customers, clients, team members, and management
  • Keeping records of invoices and payments, as well as reviewing and processing reimbursements
  • Resolving account discrepancies and performing account reconciliations
  • Liaising with customers and suppliers to ensure timely payment of invoices and prompt responses to queries
  • Producing monthly reconciliations and posting journals to support the monthly management accounts process
  • Using office and asset Finance software like Microsoft Word, Microsoft Excel,
  • InfoLease, LLAS and Ambit
  • Maintained accurate records of all transactions, including accounts payable and receivable, payroll and general ledger entries.

Finance Administrator

Westpac Banking Corporation
10.2018 - 07.2021
  • Responding to phone and email enquiries from customers, vendors and introducers
  • Manage accounts receivable and accounts payable
  • Identify and correct miscalculations and financial discrepancies
  • Take clear messages and communicate effectively with customers, clients, team members, and management
  • Keeping records of invoices and payments, as well as reviewing and processing reimbursements
  • Resolving account discrepancies and performing account reconciliations
  • Liaising with customers and suppliers to ensure timely payment of invoices and prompt responses to queries
  • Producing monthly reconciliations and posting journals in order to support the monthly management accounts process
  • Using office and asset Finance software like Microsoft Word, Microsoft Excel, InfoLease, LLAS and Ambit

Education

Bachelor of business -

University of Technology Sydney
Sydney, NSW

Certificate III in Business -

ARC Training

References

References available upon request.

Timeline

Senior Settlements Specialist

Metro Finance
01.2024 - Current

Settlements Specialist

Maclean Financial Pty Ltd
09.2022 - 12.2023

Finance Administrator

Angle Finance
08.2021 - 08.2022

Finance Administrator

Westpac Banking Corporation
10.2018 - 07.2021

Bachelor of business -

University of Technology Sydney

Certificate III in Business -

ARC Training

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ZAHRA RAHMANI