Mortgage Documentation Coordinator

4 days ago

Pasig, National Capital Region, Philippines beBeeProfessional Full time ₱864,000 - ₱1,028,000
Property Settlements Specialist

Seeking an experienced professional to manage mortgage documents and facilitate seamless property settlements in a fast-paced environment.

This role requires strong understanding of mortgage processes, excellent attention to detail, and effective communication skills to coordinate with stakeholders.

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.
Required Skills and Qualifications
  • 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).
  • Full-time onsite role.

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