Settlement Officer

Take your settlement expertise to the next level!

Join one of Australia's leading mortgage aggregators and be part of a high-performing, client-focused team that values your contribution and supports your growth.

We're on the lookout for a detail-driven Settlement Officer to join our expanding support division. In this vital role, you'll take ownership of loan settlements from approval through to completion, ensuring a smooth, professional experience for clients, brokers, and lenders every step of the way.

Key Responsibilities

• Verify approval letters for accuracy (loan amount, type, interest rate, term).
• Download approval letters from lender portals as required.
• Training will be provided for lender portal systems and processes.
• Confirm discharges for refinances and update MyCRM accordingly.
• Issue and manage loan documents; ensure clients receive correct signing instructions.
• Track signed documents and follow up with clients and banks for outstanding items.
• Liaise with solicitors, lenders, and clients to coordinate timely and smooth settlements.
• Confirm client contributions and manage fund transfers.
• Book settlement times with lenders and communicate updates to clients.
• Use MyCRM automation tools for post-settlement communication.
• Maintain accurate and up-to-date records of all settlement activity.

About You

• 2 + years previous experience as a Settlement Officer or in a mortgage finance-related role.
• Minimum 2+ years experience required in either Settlement Officer or mortgage finance-related roles.
• Experience in any aspect of mortgage processing including loan administration, settlements, or mortgage support services.
• Demonstrated experience in any aspect of mortgage processing, including loan administration, settlements, or mortgage support services is essential.
• Must have Australian work rights to be eligible for this position.
• Strong organisational skills with the ability to multitask in a fast-paced environment.
• Exceptional attention to detail and high accuracy in data entry.
• Excellent written and verbal communication skills.
• Professional presentation and a proactive attitude.
• Confidence working under pressure and managing tight deadlines.
• Comfortable using CRM systems (experience with MyCRM is a plus).
• Experience with any CRM system is acceptable, with the ability to adapt to new platforms.
• Basic familiarity with CRM systems is required, with the ability to learn new platforms quickly.
• Basic familiarity with CRM systems and comfortable learning new platforms.

Benefits

• Be part of an award-winning company with a strong reputation in the industry
• Work alongside a supportive and collaborative team
• Access to professional development and career growth opportunities
• A culture that values people, performance, and progression

**Ready to take your settlement expertise to the next level?**Apply now and help deliver a seamless experience for clients and brokers alike.