Settlements & Client Services Manager
Listed on 2026-06-08
-
Finance & Banking
Financial Consultant, Banking & Finance
Location: Manila
Position
:
Settlements & Client Services Manager
Salary
: PHP 75,000 - 90,000
Working Hours & Condition
s:
Aligned with Australian hours; full-time (remote)
Holidays
: AU Holidays
The client is a forward-thinking financial services and mortgage brokerage firm headquartered in Newcastle, New South Wales. Operating with a mission to modernize the lending landscape, the company specializes in providing strategic debt solutions for first-home buyers, seasoned investors, and small business owners across Australia. By leveraging a network of over 60 lenders, they deliver highly personalized expertise in residential mortgages, commercial finance, and asset lending, positioning themselves as a fresh alternative to traditional banking institutions.
OVERVIEWYou own the post-approval process. Your job is to move deals from approval to settlement smoothly, without delays, errors, or client frustration.
You are the operational backbone - ensuring every deal progresses, documents are correct, and stakeholders are aligned.
RESPONSIBILITIES- Manage pipeline from approval to settlement
- Prepare and issue AOL (Approval/Offer Letters)
- Coordinate with clients, lenders, solicitors, and brokers
- Track and follow up outstanding conditions
- Manage quarterly pricing requests / repricing
- Ensure all documents are complete and compliant before settlement
- Monitor timelines and proactively remove blockers
- Maintain accurate updates in Mercury CRM
- Support client communication and status updates
- 2–3 years in Australian mortgage processing / settlements
- Experience handling deals post-approval through to settlement
- Familiarity with:
- Loan documentation
- Settlement processes
- Lender communication workflows
- Hands-on experience with:
- Connective (non-negotiable)
- Mercury CRM (preferred)
- Highly organised - nothing slips through
- Proactive follow-up (you chase, not wait)
- Strong communication with both clients and internal teams
- Experience with pricing / retention / repricing requests
- Exposure to high-volume broker environments
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