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AU Settlements Officer | ZR_654_JOB

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

1 year with Australian mortgage broker, 2 years as AU Settlements Officer, Strong understanding of mortgage settlement, Excellent attention to detail.

Key responsabilities:

Manage the settlement process end-to-end
Act as primary contact for brokers and clients

PeoplePartners Inc. https://www.peoplepartnersbpo.com/

201 - 500 Employees

See all jobs

Job description

Job Overview

We are currently seeking an experienced AU Settlements Officer to join our team. This role is critical in managing the settlement process from approval to completion, ensuring accuracy and timely execution. As a key liaison between brokers, clients, and third parties, you will play a vital role in ensuring smooth and successful settlements. This is a great opportunity for someone looking to grow their career in the mortgage industry within a supportive and dynamic environment.

Job Description

Manage the settlement process from loan approval to settlement, ensuring smooth transitions and timely execution.
Review mortgage documentation to verify accuracy in loan structures, rates, and customer details
Act as the primary point of contact for brokers and clients, addressing queries and providing timely support.
Maintain accurate records, monitor deadlines, and follow up proactively to prevent delays.
Assist clients with account opening, direct debit setups, and offset account linking.
Guide clients through the loan contract signing process, providing clear explanations via email and phone.
Liaise with solicitors, real estate agents, builders, and other external parties to facilitate successful settlements.
Prepare and send settlement confirmation emails and letters.
Assist with construction loan progress payments to ensure compliance with loan terms.
Organize settlement gifts as part of client relationship management.
Prepare and organize existing client files for rate reviews to maintain competitive loan arrangements.

Requirements

Minimum of 1 year of experience with an Australian-based mortgage broker and at least 2 years of relevant experience as an AU Settlements Officer.
Strong understanding of the mortgage settlement process and related documentation.
Excellent attention to detail and organizational skills.
Strong communication skills, both written and verbal.
Ability to explain loan processes clearly to clients via email and phone.
Proficiency in managing deadlines and proactively following up to prevent delays.

Benefits

Permanent Work-from-home setup
Company-provided equipment
Secondary WiFi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
Work-Life Balance
Active employee engagements physically such as Christmas Party & Team Building, and virtual events such as town-hall with prizes.