Settlements & Client Services Manager

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Oversee the pipeline from approval to settlement.

• Prepare and distribute Approval/Offer Letters (AOL).

• Collaborate with clients, lenders, solicitors, and brokers.

• Monitor and follow up on outstanding conditions.

• Handle quarterly pricing requests and repricing.

• Ensure that all documents are complete and compliant prior to settlement.

• Track timelines and proactively eliminate obstacles.

• Keep accurate records in Mercury CRM.

• Assist with client communication and provide status updates.

⛳️ Requirements

• 2-3 years of experience in Australian mortgage processing and settlements.

• Proven experience managing deals from post-approval to settlement.

• Knowledge of:

• - Loan documentation.

• - Settlement processes.

• - Communication workflows with lenders.

• Hands-on experience with:

• - Connective (mandatory).

• - Mercury CRM (preferred).

• Highly organized—ensuring nothing is overlooked.

• Proactive in follow-ups (you pursue, rather than wait).

• Strong communication skills with both clients and internal teams.

🏝️ Benefits

• Competitive salary package.

• Opportunities for professional development.

• Supportive work environment.

• Flexible working arrangements.