Settlements & Client Services Manager - 177

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

Holidays: AU Holidays

ABOUT THE COMPANY

The client is a forward-thinking financial services and mortgage brokerage firm headquartered in Newcastle, New South Wales. Operating with a mission to modernize the lending landscape, the company specializes in providing strategic debt solutions for first-home buyers, seasoned investors, and small business owners across Australia. By leveraging a network of over 60 lenders, they deliver highly personalized expertise in residential mortgages, commercial finance, and asset lending, positioning themselves as a fresh alternative to traditional banking institutions.

OVERVIEW

• You own the post-approval process. Your job is to move deals from approval to settlement smoothly, without delays, errors, or client frustration.
• You are the operational backbone—ensuring every deal progresses, documents are correct, and stakeholders are aligned.

RESPONSIBILITIES

• Manage pipeline from approval → settlement
• Prepare and issue AOL (Approval/Offer Letters)
• Coordinate with clients, lenders, solicitors, and brokers
• Track and follow up outstanding conditions
• Manage quarterly pricing requests / repricing
• Ensure all documents are complete and compliant before settlement
• Monitor timelines and proactively remove blockers
• Maintain accurate updates in Mercury CRM
• Support client communication and status updates

Requirements

QUALIFICATIONS

• 2–3 years in Australian mortgage processing / settlements
• Experience handling deals post-approval through to settlement

Familiarity with

• Loan documentation
• Settlement processes
• Lender communication workflows

Hands-on experience with

• Connective (non-negotiable)
• Mercury CRM (preferred)

WHAT THE CLIENT IS ACTUALLY LOOKING FOR

• Highly organised—nothing slips through
• Proactive follow-up (you chase, not wait)
• Strong communication with both clients and internal teams

PREFERRED SKILLS (nice to have)

• Experience with pricing / retention / repricing requests
• Exposure to high-volume broker environments
• Visit the company's website for more information
• Visit website