Mortgage Settlement Officer

Overview

We are seeking a dedicated and detail-oriented Mortgage Settlement Officer to join our team You will be responsible for managing the final stages of the mortgage process, ensuring all documentation is accurate and complete, and coordinating with various parties to ensure a smooth and timely settlement.

Responsibilities

• Assist in mortgage broking and lending administration from submission to settlement.

• Collect required information and documentation from clients.

• Prepare servicing calculators and stay updated on lender policies.

• Collaborate with brokers to recommend suitable lenders.

• Input and manage client data in CRM systems.

• Order property valuations and monitor their progress.

• Submit loan applications and follow up with lenders and solicitors.

• Provide clients with post-settlement information.

• Verify unconditional approvals and prepare loan documents for signing.

• Schedule and facilitate client appointments.

• Maintain relationships with external organizations and service providers.

• Provide training to new and existing staff members when needed.

Qualifications

• Must have demonstrated experience of years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.

• Proficiency in using mortgage broking software such as MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or other CRM software.

• Excellent customer service skills and a friendly, professional demeanor.

• Strong attention to detail and organizational skills.

• Ability to work well within a team environment and maintain harmonious relationships with clients and colleagues.

• Clear and effective English communication skills, with minimal accent.

Technical Requirements

• Equipment is self-provided

• USB Headset with Noise Cancellation feature

• Working Webcam

• Computer with at least 1.5 GHz processor and at least 8GB RAM

• Main Internet Service Speed: at least 50 Mbps cable connection

• Backup Internet Service Speed: at least 25 Mbps

• Dual Monitor

Benefits of Contracting with Wingman

• Discretionary Bonus – not a 13th month pay, entirely subject to company discretion.

• Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).

• Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.

• Access to a Network – collaborate with fellow contractors and onshore specialists.

• Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.

• More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.

• High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.

• Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.

• Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.

• 20 Days Paid Flexibility Allowance – built into your contracting model for time away from delivery.

• Annual Trip (Optional) – connect with the broader Wingman community in person.

• 100% Work-From-Home Contracts – all engagements designed for remote delivery.

Pre-employment Requirements

• BIR as you are a contractor

• (Required to submit any contributions required by the government.)

• NBI or Police Clearance

• Any Government-issued ID

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