Settlement Transaction Manager

1 day ago


Manila, National Capital Region, Philippines Wingman Outsourcing Full time

As a Mortgage Settlement Officer at Wingman Outsourcing, you will be responsible for managing the final stages of the mortgage process, ensuring accurate documentation and smooth settlements for our clients. With a focus on customer satisfaction and attention to detail, you will be responsible for assisting in mortgage broking and lending administration, collecting required information and documentation from clients, and preparing servicing calculators. You will also collaborate with brokers to recommend suitable lenders, input and manage client data in CRM systems, order property valuations, and monitor their progress. Additionally, you will submit loan applications, follow up with lenders and solicitors, provide clients with post-settlement information, verify unconditional approvals, prepare loan documents for signing, schedule and facilitate client appointments, and maintain relationships with external organizations and service providers. To be successful in this role, you should have at least 2 years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience. You should also possess proficiency in using mortgage broking software, have excellent customer service skills, a friendly, professional demeanor, strong attention to detail, and organizational skills.



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