Settlements Officer (AU Asset Finance, WFH)

ConnectOS; Metro Manila; Hybrid; PHP 335,000 - 614,000; 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 package and annual/

Job summary

ConnectOS is hiring a Broker Settlements Officer in Metro Manila. The role supports Australian brokers with post-approval, settlement and post-settlement administration of asset finance applications, ensuring funding is accurate, compliant, and on time.

You will manage loan applications, enter data into CRM systems, prepare contracts, and monitor progress while ensuring compliance with NCCP and related requirements.

Qualifications

• 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.

Responsibilities

• 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.
• Coordinate settlement requirements (e.g., commission invoices, ID verification, certificates of currency).

Skills

Post-submission to settlement workflow

Attention to detail

Documentation & compliance

Communication with brokers & lenders

Fast-paced environment

Education

Bachelor's degree or equivalent relevant work experience

Tools

Salesforce

LMG CRM

Capital Finance

Metro Finance

Plenti

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 escalatem 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

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOSCareers #JoinConnectOS #ConnnectOSNonTech

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.