We're looking for Settlements Officer who will be responsible for explaining loan documents, setting up client accounts, interpreting contracts and settlement figures, and booking settlement dates with financial institutions and conveyancers. The Settlements Officer serves as a key liaison between clients, lenders, conveyancers, solicitors, real estate agents, and internal stakeholders to facilitate seamless communication and resolution of issues.

Key Responsibilities:

• Assist clients with all aspects of the settlement process
• Explain and manage loan documents
• Open and set up accounts
• Review and interpret loan contracts and settlement figures
• Book settlement dates with banks and conveyancers
• Liaise with clients, lenders, conveyancers, solicitors, real estate agents, and internal team members
• Handle construction loan progress payments, including calculating shortfalls and managing surplus funds
• Monitor settlement pipelines and follow up outstanding tasks to ensure timely completion
• Troubleshoot settlement delays or issues with urgency and professionalism
• Maintain accurate records and documentation in CRM systems

Key Requirements:

• Must have minimum 1 year experience in an Australian-based mortgage settlements role
• Strong understanding of home loan documentation and settlement procedures
• High attention to detail and strong problem-solving skills
• Confident communicator who can liaise effectively with multiple stakeholders
• Ability to manage competing priorities in a fast-paced environment
• Client-focused with a professional and calm approach under pressure

Job Type: Full-time

Benefits:

• Additional leave
• Health insurance
• Life insurance
• Work from home

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental Pay:

• 13th month salary

Work Location: Remote


Excited to grow your career ? Join our team and be part of the future of mortgage and finance solutions!

📩 Send your application to hrteam@progresspro.com.ph

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