Settlements & Client Services Manager

Manila City, Metro Manila
Permanent
Full-time

15 hours ago
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Position: Settlements & Client Services ManagerSalary: PHP 75,000 - 90,000Working Hours & Conditions: Aligned with Australian hours; full-time (remote)Holidays: AU HolidaysABOUT 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

RequirementsQUALIFICATIONS:

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

D2B