Settlements Officer

Loan Market; Sydney; Presencial; AUD 65.000 - 101.000; Jornada completa

Descripción de la vacante

Loan Market Ryan Davis is recruiting a Settlements Officer on a self-employed contractor basis in Sydney. You will manage loan settlements end-to-end, coordinating with lenders, solicitors, conveyancers and clients to ensure smooth settlement progress.

The role is offered on an “as needed” basis, approximately 2-4 days per week, requiring strong organisational and stakeholder-management skills to handle a busy pipeline and ensure client satisfaction.

Formación

• Experience in financial services, mortgage broking, or settlements management.
• Knowledge of residential lending processes and post-submission milestones to settlement.
• Excellent stakeholder management with clients, lenders and conveyancers.
• Strong organisational skills to manage a busy pipeline independently.
• Experience with aggregator platforms and CRM systems (MyCRM) is advantageous.

Responsabilidades

• Ensure a smooth and transparent client experience from post-submission to final settlements.
• Liaise with lender BDMs post-submission to resolve queries and keep deals moving.
• Coordinate with solicitors, conveyancers and clients to meet loan conditions and settlement criteria.
• Conduct drawdown verifications with lenders to confirm funds are cleared for settlement.
• Perform post-settlement follow-ups with clients to ensure satisfaction.

Conocimientos

Financial services

Mortgage broking

Settlements management

Stakeholder management

CRM systems

Organisational skills

Herramientas

MyCRM

Descripción del empleo

At Loan Market Ryan Davis, we are dedicated to providing unbiased, trusted lending advice and fighting for the best funding outcomes for our clients across Sydney's Eastern Suburbs, nationwide and overseas. Whether our clients are purchasing their first home, expanding an investment portfolio, consolidating debts, or embarking on a commercial development, we pride ourselves on never giving up and delivering transparent, high-quality client care every step of the way.

We have experienced significant recent growth and are hiring a Settlements Officer as a self-employed contractor, seamlessly managing the Settlements stage of the client journey.

About Us

At Loan Market Ryan Davis, we are dedicated to providing unbiased, trusted lending advice and fighting for the best funding outcomes for our clients across Sydney's Eastern Suburbs, nationwide and overseas. Whether our clients are purchasing their first home, expanding an investment portfolio, consolidating debts, or embarking on a commercial development, we pride ourselves on never giving up and delivering transparent, high-quality client care every step of the way.

We have experienced significant recent growth and are hiring a Settlements Officer as a self-employed contractor, seamlessly managing the Settlements stage of the client journey.

The Role

As Settlements Officer you will be in close conjunction with our CSM and Head Broker managing loan settlements end-to-end.

This role is a self-employed contractor role and as such, you will work on an “as needed” basis, of approximately 2-4 days / week.

Key Responsibilities

• Ensure a smooth and transparent client experience by managing their journey from post-submission to final settlements
• Liaise directly with lender BDMs post-submission to resolve queries, submit documentation and keep deals moving efficiently
• Coordinate with solicitors, conveyancers and clients to ensure all loan conditions and settlement criteria are fully met
• Conduct drawdown verifications with lenders to confirm funds are cleared and ready for settlement
• Perform post-settlement follow-ups with clients ensuring complete satisfaction

Skills, Experience and Knowledge

• Prior experience in financial services, mortgage broking, or residential lending settlements management
• Demonstrable experience in the residential lending process, lender requirements and post-submission milestones through to settlement
• Excellent stakeholder management skills with a professional demeanor when dealing with clients, lenders and conveyancers
• High-level organisational skills with the ability to manage competing priorities and a busy pipeline independently
• Experience navigating aggregator platforms and CRM systems (MyCRM) is highly advantageous

Why Us

Joining Loan Market Ryan Davis means working directly alongside an experienced Principal Broker in a collaborative, growth-focused organisation. With long term career growth prospects for this position, we offer direct mentorship and an energetic business where your drive and operational input make real impacts for our business and especially our clients.

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