Settlement Officer (Australian Mortgage)
- Role
- Finance
- Experience
- Mid
- Employment
- Full-time
Open to PH only. Set where you work from to check your eligibility.
No BS summary
Full-time remote Settlement Officer in Metro Manila aligned with Australian hours. Needs 2+ years in settlements or loan processing within the Australian Mortgage industry, plus knowledge of PEXA, lender portals, Australian credit legislation, privacy requirements, CRM tools, and mortgage processing platforms.
Core skills
Position : Settlement Officer Working Hours & Conditions : Aligned with Australian hours; full-time (remote) Holidays : AU Holidays ABOUT THE COMPANY: The client is a premier mortgage and finance brokerage based in Melbourne, specializing in tailored lending solutions across the residential and commercial sectors. As a trusted local expert, the firm serves a diverse clientele—from first-home buyers and self-employed individuals to seasoned property investors—providing independent advice and access to an extensive panel of major and boutique lenders. Their core expertise lies in navigating complex financial structures to secure competitive rates and terms that align with specific long-term wealth goals. OVERVIEW : We are seeking a detail-oriented and proactive Settlements Officer to join a high-performing team known for its commitment to professional excellence and client-centric service. In this critical role, you will act as the final bridge between loan approval and successful funding, ensuring that every client’s journey to property ownership or refinancing is seamless, transparent, and efficient. RESPONSIBILITIES : End-to-End Settlement Management : Coordinate the final stages of the loan process from unconditional approval through to settlement and post-settlement filing. Lender & Solicitor Liaison : Act as the primary point of contact for banks, solicitors, and conveyancers to ensure all documentation is executed correctly and deadlines are met. Compliance & Data Integrity : Meticulously review loan offers and mortgage documents for accuracy, ensuring full compliance with Australian lending regulations and internal quality standards. Client Communication : Provide regular, proactive updates to clients, keeping them informed of their settlement status and addressing any concerns with empathy and clarity. Problem Resolution : Identify and resolve potential bottlenecks in the settlement process, such as missing documentation or funding discrepancies, to prevent delays. Pipeline Tracking : Maintain an organized and up-to-date CRM database, tracking all active applications and ensuring no "Great Australian Dream" is held up by administrative hurdles. Post-Settlement Support : Manage the "thank you" process and ensure all post-settlement compliance requirements and commission tracking are completed. Requirements QUALIFICATIONS : Industry Experience : A minimum of 2+ years of experience in a settlements or loan processing role within the Australian Mortgage industry is essential. Technical Knowledge : Comprehensive understanding of the Australian mortgage lifecycle, including PEXA, Lenders’ portals, and various loan structures (First Home Buyers, Construction, SMSF, and Refinancing). Regulatory Savvy : Familiarity with Australian credit legislation and privacy requirements. Software Proficiency : Experience with industry-standard CRM tools and mortgage processing platforms. PREFERRED SKILLS (nice to have) : Outcome-Driven Mindset : A "get the deal done" attitude with a high degree of accountability. Adaptability : Ability to thrive in a fast-paced environment and manage a high volume of files without compromising quality.
What you'll do
- Coordinate the final stages of the loan process from unconditional approval through to settlement and post-settlement filing.
- Act as the primary point of contact for banks, solicitors, and conveyancers to ensure all documentation is executed correctly and deadlines are met.
- Meticulously review loan offers and mortgage documents for accuracy, ensuring full compliance with Australian lending regulations and internal quality standards.
- Provide regular, proactive updates to clients, keeping them informed of their settlement status and addressing any concerns with empathy and clarity.
- Identify and resolve potential bottlenecks in the settlement process, such as missing documentation or funding discrepancies, to prevent delays.
- Maintain an organized and up-to-date CRM database, tracking all active applications and ensuring no "Great Australian Dream" is held up by administrative hurdles.
- Manage the "thank you" process and ensure all post-settlement compliance requirements and commission tracking are completed.
What they require
- A minimum of 2+ years of experience in a settlements or loan processing role within the Australian Mortgage industry is essential.
- Comprehensive understanding of the Australian mortgage lifecycle, including PEXA, Lenders’ portals, and various loan structures (First Home Buyers, Construction, SMSF, and Refinancing).
- Familiarity with Australian credit legislation and privacy requirements.
- Experience with industry-standard CRM tools and mortgage processing platforms.
- Preferred: A "get the deal done" attitude with a high degree of accountability.
- Preferred: Ability to thrive in a fast-paced environment and manage a high volume of files without compromising quality.
- Aligned with Australian hours.
Benefits
- AU Holidays
Biz Consulting is a Queensland-based Australian mortgage broking and commercial lending business focused on delivering tailored lending solutions for residential and commercial clients. The company is currently expanding its residential lending operations and is seeking a highly organized Loan Processor & Assistant to support the Principal Broker by managing loan files, lender submissions, and administrative processes. As the business grows, the role is expected to expand into SMSF lending support, offering long-term career growth opportunities.
What people say about this company
4.0/ 5