Settlement Assistant

Mortgage Domayne Pty; Melbourne; On-site; AUD 65,000 - 75,000; Full time

Job summary

Mortgage Domayne Pty in Melbourne seeks an organised Settlement Assistant to manage loan files from approval to settlement, coordinating with lenders, solicitors and clients to ensure a smooth process.

You will maintain accurate records, monitor conditions, and support post-settlement activities. The role requires strong organisational skills, stakeholder management, and a proactive, detail-oriented approach.

Qualifications

• Experience in mortgage broking, lending administration or property settlements.
• Exceptional organisational skills and attention to detail.
• Strong communication and stakeholder management skills.
• Ability to manage multiple files and deadlines.
• Proactive problem-solving and good follow-up on outstanding requirements.
• Confident with CRM and lender platforms.

Responsibilities

• Manage loan files from approval through to settlement and completion.
• Coordinate settlement dates with lenders, solicitors, conveyancers, brokers and clients.
• Monitor outstanding conditions, documentation and settlement requirements.
• Follow up outstanding items and potential delays.
• Maintain CRM records, client files and settlement checklists.
• Ensure processes meet internal compliance requirements.
• Confirm completed settlements and coordinate post-settlement handovers.
• Assist with construction loan progress payments and ongoing loan needs.

Skills

Mortgage broking

Lending administration

Property settlements

Organisation

Tools

CRM software

Lender platforms

Job description

We are seeking an organised, proactive and detail-oriented Settlement Assistant to join our growing mortgage broking team. You will play a key role in managing loan files from formal approval through to settlement, ensuring a smooth and efficient experience for our clients, brokers and lending partners.

Key Responsibilities

Manage loan files from formal approval through to settlement and completion.

Coordinate settlement dates and liaise with lenders, solicitors, conveyancers, brokers and clients.

Monitor outstanding loan conditions, documentation and settlement requirements.

Proactively follow up outstanding items and identify potential settlement delays.

Maintain accurate CRM records, client files and settlement checklists.

Ensure documentation and processes meet internal compliance requirements.

Confirm completed settlements and coordinate post-settlement handovers.

Assist with construction loan progress payments and ongoing loan requirements where required.

About You

Experience in mortgage broking, lending administration or property settlements.

Exceptional organisational skills and attention to detail.

Strong communication and stakeholder management skills.

Ability to manage multiple files and competing deadlines.

A proactive approach to problem-solving and following up outstanding requirements.

Strong computer skills and confidence using CRM and lender platforms.

A team player who takes ownership and delivers excellent client service.

Why Join Us?

Join a supportive and collaborative team where your contribution directly impacts the client experience and the success of our business. You will have the opportunity to develop your skills within a growing mortgage broking environment and contribute to improving our operational processes.

If you are organised, proactive and passionate about delivering a seamless settlement experience, we would love to hear from you.