Settlements Officer AU Asset Finance WFH

ConnectOS; Metro Manila; Hybrid; PHP 600,000 - 840,000; Full time

Benefits offered by this job

Induction training program

One-month paid training program

Work from Home or Hybrid or on-site

Competitive salary and performance app

Travel to Australia

CERT IV in Mortgage Broking

HMO coverage day 1

13th month pay

Leave credits and cash conversion

Emergency and bereavement leave

Job summary

ConnectOS is seeking a Broker Settlements Officer (BSO) to support Australian brokers with post-approval, settlement, and post-settlement administration of asset finance applications. You will coordinate with brokers, lenders, and clients to ensure timely funding, compliance, and accurate documentation.

Responsibilities include managing post-submission to settlement, preparing contracts, reviewing compliance, and handling settlement paperwork.

Qualifications

• Bachelor's degree or equivalent relevant work experience.
• Minimum 1 year experience in Australian asset finance settlements.
• Experience in post-approval documentation and funding.
• Familiarity with CRM systems (e.g., Salesforce, LMG CRM) and lender systems.

Responsibilities

• Post-submission to settlement management.
• Data entry into CRM & lender portals.
• Prepare loan contracts with accuracy.
• Coordinate settlement with brokers, lenders & clients.
• Review documents for NCCP compliance.
• Provide regular updates on progress.
• Liaise with dealers and suppliers.

Skills

Bachelor's degree

Asset finance settlements

CRM systems

Lending knowledge

Documentation

IT literacy

Fast-paced environment

Education

Bachelor's degree or equivalent

Job description

Job Description:

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)

What will you do?

Position Summary

• The Broker Settlements Officer (BSO) supports Australian brokers (Asset Finance) with post-approval, settlement and post-settlement administration of asset finance applications, ensuring funding occurs accurately, compliantly and on time. The role requires strong coordination with brokers, lenders, and borrowers, ensuring all documentation, compliance requirements, and system updates are completed accurately and within required timeframes.

Loan Processing & Application Management

• Manage loan applications from post-submission to settlement.
• Data entry of client and application details into CRM systems (e.g., LMG CRM, lender portals).
• Prepare loan contracts for borrowers, ensuring completeness and accuracy.
• Monitor documentation progress and provide regular updates to brokers.

Document & Compliance Management

• Collect, review, rename, and organise supporting documents.
• Ensure compliance requirements are met for consumer (NCCP) and commercial asset finance transactions (e.g., Privacy Consent, Credit Guide, Credit Proposal Disclosure).
• Review loan contracts and supporting documents prior to settlement.
• Ensure all lender and compliance requirements are met.

Credit & Financial Assessment Support

• Understand and adhere to credit approval requirements for settlement.
• Confirm asset, entity and pricing details prior to documentation.
• Identify discrepancies and escalate to broker or lender.
• Complete lender servicing calculators.
• Assist with complex structure scenarios (e.g., multiple applicants, trusts, companies).

Pre-Settlement & Settlement Preparation

• Prepare pre-approved applications for loan contract generation.
• Generate application documents (e.g., loan contracts, invoices, supporting paperwork).
• Coordinate settlement requirements (e.g., commission invoices, ID verification, certificates of currency).

Asset Finance Settlement & Funding

• Coordinate settlement for consumer and commercial asset finance facilities.
• Liaise with dealers, suppliers and lenders to confirm asset delivery and invoices.
• Validate tax invoices, asset details (VIN/serial numbers), and supplier payment instructions.
• Manage payout authorities and refinance settlements.
• Confirm commission structures and issue commission invoices.
• Track funding, confirm disbursement, close files and provide post-settlement documents.

Stakeholder Communication

• Liaise with brokers, lenders, and clients regarding application status.
• Proactively follow up on outstanding requirements and managing timelines.
• Clearly and confidently communicate updates, changes, and issues.
• Act as the central point of contact during settlement.

Person Specification (Competencies & Attitudes)

• Strong customer service mindset with a professional and approachable demeanour.
• Proactive and solutions-oriented approach to problem-solving.
• Ability to work autonomously with minimal supervision.
• High attention to detail and accuracy in handling documentation and compliance.
• Strong organisational skills with the ability to manage competing priorities.
• Clear and effective communication skills with stakeholders.
• Works collaboratively within the settlements team, proactively assisting others and stepping in where required to ensure funding and settlement timeframes are met.

Skills & Experience (Required)

• Bachelor's degree or equivalent relevant work experience.
• Minimum 1 year experience in Australian asset finance settlements or loan administration.
• Experience in post-approval documentation and funding.
• Familiarity with CRM systems (e.g., Salesforce, LMG CRM, or similar) and lender systems (e.g., Capital Finance, Metro Finance, Plenti, or similar).
• Strong understanding of lending processes and documentation requirements.
• Good working knowledge of basic IT systems and tools.
• Ability to work in a fast-paced and dynamic environment.

Nice to Have

• Experience in the Australian Mortgage Asset Finance industry (brokerage or banking).
• Experience with LMG systems and processes.
• Familiarity with project management tools.

Join the awesome team and enjoy these benefits & perks:

Benefits

• Induction training program for 3 weeks.
• Offering one-month paid training program to help you get up to speed and excel in your role.
• Available Work Set up: Work from Home or Hybrid or on-site.
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
• Access to knowledge base tools, resource center and training library.
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave

Financial Perks

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.