Background information about the job or company (e.g., role context, company overview)

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.

Responsibilities or duties

• 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.

Qualifications or requirements (e.g., education, skills)

Experience needed

• 2 + years previous experience as a Settlement Officer or in a mortgage finance-related role.
• 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).
• 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.

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

• 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.

• Verify approval letters for accuracy (loan amount, type, interest rate, term).
• Download approval letters from lender portals as required.
• 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.

• Strong organisational skills
• Ability to multitask in a fast-paced environment
• Exceptional attention to detail
• High accuracy in data entry
• Excellent written and verbal communication skills
• Professional presentation
• Proactive attitude
• Confidence working under pressure
• Managing tight deadlines
• Comfortable using CRM systems
• Ability to learn new platforms quickly

• 2 + years previous experience as a Settlement Officer or in a mortgage finance-related role.
• 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.
• Basic familiarity with CRM systems is required.