Settlement Officer (Australian Mortgage) - 503

D2B; Philippines; Remote; PHP 781,000 - 949,000; Full time

Job summary

D2B is looking for a Settlement Officer (Australian Mortgage) in the Philippines. You will manage end-to-end settlement processes, liaise with banks and solicitors, and ensure compliance with Australian lending standards from remote location.

As a settlement expert, you will maintain client communication, track applications in CRM, and handle post-settlement activities, including compliance and commissions. The role aligns with Australian hours and offers full-time remote work.

Qualifications

• Minimum 2+ years of settlements or loan processing experience in the Australian Mortgage industry.
• Comprehensive understanding of the Australian mortgage lifecycle, including PEXA, lenders' portals and various loan structures.
• Familiarity with Australian credit legislation and privacy requirements.
• Experience with industry-standard CRM tools and mortgage processing platforms.

Responsibilities

• Coordinate final stages of the loan process from unconditional approval through to settlement and post-settlement filing.
• Serve as primary contact for banks, solicitors, and conveyancers to ensure documentation is executed correctly and deadlines are met.
• Review loan offers and mortgage documents for accuracy to ensure compliance with Australian lending regulations and internal quality standards.
• Provide regular updates to clients on settlement status and address concerns with clarity.
• Identify and resolve potential bottlenecks in the settlement process to prevent delays.
• Maintain an up-to-date CRM database and track all active applications.
• Manage the post-settlement 'thank you' process and ensure compliance requirements and commission tracking are completed.

Skills

Australian mortgage experience

End-to-end settlement knowledge

Regulatory awareness

Tools

CRM tools

Mortgage processing platforms

Job description

Settlement Officer (Australian Mortgage) - 503

Salary : ₱70,000 - 85,000 monthly

Salary: PHP 70,000 - 85,000 per month

Company : D2b Job Type : Full Time Philippines

Description

Position: Settlement Officer

Salary: PHP 70,000 - 85,000 per month

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

OVERVIEW:

We are seeking a detail-oriented and proactive Settlements Officer to join a high-performing team known for its commitment to professional excellence and client-centric service. In this critical role, you will act as the final bridge between loan approval and successful funding, ensuring that every client’s journey to property ownership or refinancing is seamless, transparent, and efficient.

RESPONSIBILITIES

• End-to-End Settlement Management: Coordinate the final stages of the loan process from unconditional approval through to settlement and post-settlement filing.
• Lender & Solicitor Liaison: Act as the primary point of contact for banks, solicitors, and conveyancers to ensure all documentation is executed correctly and deadlines are met.
• Compliance & Data Integrity: Meticulously review loan offers and mortgage documents for accuracy, ensuring full compliance with Australian lending regulations and internal quality standards.
• Client Communication: Provide regular, proactive updates to clients, keeping them informed of their settlement status and addressing any concerns with empathy and clarity.
• Problem Resolution: Identify and resolve potential bottlenecks in the settlement process, such as missing documentation or funding discrepancies, to prevent delays.
• Pipeline Tracking: Maintain an organized and up-to-date CRM database, tracking all active applications and ensuring no "Great Australian Dream" is held up by administrative hurdles.
• Post-Settlement Support: Manage the "thank you" process and ensure all post-settlement compliance requirements and commission tracking are completed.

Requirements

QUALIFICATIONS

• Industry Experience: A minimum of 2+ years of experience in a settlements or loan processing role within the Australian Mortgage industry is essential.
• Technical Knowledge: Comprehensive understanding of the Australian mortgage lifecycle, including PEXA, Lenders' portals, and various loan structures (First Home Buyers, Construction, SMSF, and Refinancing).
• Regulatory Savvy: Familiarity with Australian credit legislation and privacy requirements.
• Software Proficiency: Experience with industry-standard CRM tools and mortgage processing platforms.

PREFERRED SKILLS (nice to have)

• Outcome-Driven Mindset: A "get the deal done" attitude with a high degree of accountability.
• Adaptability: Ability to thrive in a fast-paced environment and manage a high volume of files without compromising quality.