
URGENT: Settlements Officer
6 days ago
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.
- 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.
- 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).
- Full-time onsite role in Ortigas, NCR (near Robinsons Galleria).
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