Mortgage Settlements Specialist | PEXA & SLA Focus

Outsourcey Global, Inc.; Taguig; On-site; PHP 360,000 - 540,000; Full time

Job summary

Outsourcey in the Philippines is seeking a Settlement Specialist to manage the end-to-end settlement process for mortgage loans. You will liaise with banks and solicitors, prepare loan offers and documentation, ensure all paperwork is complete before settlement, and maintain a high standard of customer service while meeting strict SLA deadlines.

Join a fast-growing BPO team and help deliver efficient settlements with strong stakeholder engagement and attention to detail.

Qualifications

• Min 4 years in a similar settlement role.
• Strong customer service background.
• Understanding of settlement and mortgage lodgment processes.
• Experience meeting strict SLA and settlement deadlines.
• Knowledge of PEXA platform.

Responsibilities

• Manage settlement pipeline and follow up.
• Prepare loan offers and mortgage documentation.
• Ensure all supporting docs are received before settlement.
• Liaise with banks and solicitors to facilitate settlement.
• Book and arrange settlements electronically or as required.
• Build and maintain relationships with settlement agents for physical settlements.
• Prepare settlement figures and daily funding requirements.
• Conduct pre-settlement calls with customers.
• Provide exceptional customer experience to all parties.
• Cross-train in all settlement functions.

Skills

Settlement experience

Customer service

SLA compliance

PEXA platform

Job description

Outsourcey in the Philippines is seeking a Settlement Specialist to manage the end-to-end settlement process for mortgage loans. You will liaise with banks and solicitors, prepare loan offers and documentation, ensure all paperwork is complete before settlement, and maintain a high standard of customer service while meeting strict SLA deadlines.

Join a fast-growing BPO team and help deliver efficient settlements with strong stakeholder engagement and attention to detail.