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URGENT: Settlements Officer - AU Mortgage

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Job Description - URGENT: Settlements Officer - AU Mortgage


Settlements Officer
Australian Mortgage Settlements Team

About the Role:
We are seeking an experienced Mortgage Documents Officer to join our Mortgage Settlements Team working with a leading Australian law firm. 
In this role, you will be responsible for preparing, reviewing, and managing mortgage documents to facilitate seamless property settlements. 
The ideal candidate will have a strong understanding of mortgage processes, excellent attention to detail, and the ability to work efficiently in a fast-paced environment.

Key Responsibilities:
  • Prepare and Review Documents. Draft and review mortgage documents, loan agreements, discharge forms, and other related documents in compliance with relevant legal and regulatory requirements. 
  • Liaise with Stakeholders. Communicate effectively with lenders, solicitors, conveyancers, and clients to coordinate document signing and resolve any discrepancies.
  •  Compliance and Verification. Ensure all documents meet compliance standards, including AML/KYC regulations and relevant state and federal laws.
  • Data Entry and Management. Accurately enter and update information into case management systems and maintain organized records of all mortgage documentation.
  • Settlement Coordination. Assist the Mortgage Settlements Team in coordinating settlements, verifying the accuracy of documents, and ensuring timely execution of settlements.
  • Issue Resolution.Identify and resolve discrepancies or issues with mortgage documents promptly to prevent settlement delays.
  • Reporting. Generate and review status reports on document preparation and settlements progress for the Mortgage Settlements Manager.
Key Requirements:
  • 4+ years’ experience in Australian mortgage documentation, conveyancing, or a related role within a law firm, financial institution, or mortgage processing company.
  • Experience with PEXA (Property Exchange Australia) is highly regarded.
  • Strong understanding of mortgage settlements processes and legal 
  • documentation requirements.
  • Excellent attention to detail and accuracy in document preparation.
  • Effective communication skills, both written and verbal.
  • Proficiency in case management software and Microsoft Office Suite.
  • Strong organizational and time management skills.
  • Problem-solving skills and the ability to manage multiple tasks effectively.
  • Certificate/Diploma in Legal Services, Conveyancing, or a related field is preferred.
  • Experience with DocuSign and SMSF lending advantageous.
What We Offer
  • Competitive salary, allowances and benefits package.
  • Ongoing professional development and training opportunities.
  • A supportive and collaborative work environment.
  • Australian business hours schedule (morning/day shift, Monday to Friday)
  • Please note that this is a full-time onsite role in Ortigas, NCR (near Robinsons Galleria)
Original job URGENT: Settlements Officer - AU Mortgage posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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