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D2B via Workable

Settlements & Client Services Manager - 177

Level not stated Philippines
still open verified 5h ago posted 152d ago checked just now
Apply at apply.workable.com

This is the employer's own posting, not a copy on a job board.

What we know

Is it still open?

Confirmed still open

Last checked 5h ago — checked against the employer's own applicant tracking system, which is the company answering directly.

We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.

Check this listing's status as JSON

How old is it?

Posted 152d ago

The date the source published, not the day we noticed it (2026-04-16). Last seen at its source just now.

Is it remote?

Marked remote on the employer's board

Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.

Who may apply?

Philippines

The description states no restriction of its own. This is the source's own tag.

Skills named in the ad

CRMPHP

Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.

Carried by 1 source

The listing

Position: Settlements & Client Services Manager

Salary: PHP 75,000 - 90,000

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
Apply at apply.workable.com