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Settlement Operations Manager

2 weeks ago

Makati City, National Capital Region, Philippines Lendi Group Full time

Company Overview

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Lendi Group is a pioneering digital platform business dedicated to revolutionizing the home loan industry. We operate the country's #1 retail mortgage broker, and Australia's #1 digital mortgage brand, with a national network of brokers and retail stores providing Australians with the power of choice and confidence in one of life's biggest financial decisions.

Job Description

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We are seeking an experienced Settlement Support Coordinator to assist Buyers Agents and clients through the settlement phase of their property purchase. This critical administrative role ensures all documentation, processes, and communication related to settlement are managed efficiently.

You will be responsible for tracking key milestones, liaising with relevant stakeholders, and ensuring a seamless experience for buyers as they move toward property ownership.

Key Responsibilities

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  • Settlement Administration & Document Management
    • Oversee the end-to-end settlement process, ensuring all required documentation is completed accurately and submitted on time.
    • Track settlement progress and proactively follow up on outstanding items.
    • Ensure compliance with legal and financial requirements during settlement.
    • Maintain and organize settlement documents within internal platforms and CRM systems.
  • Stakeholder Coordination & Client Support
    • Act as the main point of contact for clients, Buyer's Agents, conveyancers, and other parties involved in the settlement process.
    • Manage incoming requests, updates, and inquiries via Microsoft Teams, emails, phone calls, and SMS.
    • Provide clients with clear and timely updates on their settlement status, ensuring a smooth and stress-free experience.
    • Address and resolve common settlement issues, escalating more complex matters as needed.
  • Training & Process Improvement
    • Undergo settlement training to build expertise in contract processing, compliance, and key settlement procedures.
    • Identify areas for efficiency improvements in settlement handling and recommend process enhancements.
    • Maintain a strong working knowledge of industry regulations and settlement best practices.

Qualifications

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  • A minimum of 3 years of experience in a coordination, administration, or support role, preferably within real estate, property management, or a related field.
  • Accuracy in data entry and documentation is critical to avoid delays or errors in the settlement process.
  • The ability to manage multiple transactions simultaneously while ensuring no details are overlooked.
  • Proficiency in CRM systems, digital contract platforms, and workflow management tools.
  • The ability to quickly learn and adapt to new technology to streamline the settlement process.
  • Prior experience or training in property settlements, conveyancing, or real estate transactions is highly beneficial.
  • Knowledge of legal and financial aspects of property settlements is a plus.
  • Confidence in managing client expectations, answering queries, and liaising with conveyancers and Buyer's Agents.
  • Excellent written and verbal communication skills for responding to emails, calls, and messages professionally.
  • The ability to anticipate settlement challenges and take steps to resolve issues before they impact the client.

Benefits

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  • A partially flexible work arrangement, requiring attendance at our Makati office at least once a month.
  • Health Insurance (HMO) for you and one free dependent.
  • Health and well-being programs.
  • A generous amount of leave, including annual/vacation leaves and sick leaves.
  • Extra allowances for a suitable work-from-home setup, such as internet subsidies.
  • Life insurance effective from day one.
  • Access to training and opportunities for career progression and promotion.
  • Fun and exciting monthly social clubs.
  • Government-mandated benefits, including SSS, Philhealth, and Pag-ibig.