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Settlements & Client Services Manager - 177

1 hour, 49 minutes ago
Philippines
Full-time
Junior
Operations Specialist
Operations
Apply Now
D2B

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services
View All Jobs 30

Description

  • Manage the pipeline from approval through to settlement.
  • Prepare and issue approval or offer letters (AOL).
  • Coordinate with clients, lenders, solicitors, and brokers throughout the settlement process.
  • Track outstanding conditions and follow up to ensure they are resolved.
  • Manage quarterly pricing requests and repricing activities.
  • Ensure all documents are complete and compliant before settlement.
  • Monitor timelines and proactively remove blockers to keep deals moving.
  • Maintain accurate status updates in Mercury CRM.
  • Support client communication and provide settlement status updates.

Requirements

  • 2–3 years of experience in Australian mortgage processing or settlements.
  • Experience handling deals from post-approval through to settlement.
  • Familiarity with loan documentation, settlement processes, and lender communication workflows.
  • Hands-on experience with Connective (non-negotiable).
  • Experience with Mercury CRM (preferred).
  • Strong organisational skills with a high level of attention to detail.
  • Proactive follow-up approach and ability to chase outstanding items independently.
  • Strong communication skills for working with both clients and internal teams.
  • Experience with pricing, retention, or repricing requests (nice to have).
  • Exposure to a high-volume broker environment (nice to have).

Benefits

  • Salary of PHP 75,000 to 90,000.
  • Remote full-time work arrangement.
  • Working hours aligned with Australian hours.
  • AU public holidays observed.

Interested in this position?

Apply directly on the company website

Apply Now

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