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Settlement Process Expert

2 weeks ago

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

Join Our Team

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Lendi Group is a dynamic and innovative company committed to excellence in the digital mortgage industry. We are seeking a talented professional to fill the role of Settlement Support Coordinator.

Key Responsibilities

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  • Settlement Process Efficiency
    • Oversight of the entire settlement process, ensuring timely and accurate completion of necessary documentation.
    • Monitoring of settlement progress and proactive addressing of outstanding items.
    • Evaluation of compliance with legal and financial requirements during settlement.
    • Maintenance of organized settlement documents within internal platforms and CRM systems.
  • Client Communication & Stakeholder Engagement
    • Main point of contact for clients, Buyer's Agents, conveyancers, and other parties involved in the settlement process.
    • Management of incoming requests, updates, and inquiries via Microsoft Teams, emails, phone calls, and SMS.
    • Timely provision of clear updates on settlement status to ensure a smooth experience.
    • Resolution of common settlement issues, escalating more complex matters as needed.
  • Professional Development & Process Improvement
    • Participation in settlement training to develop expertise in contract processing, compliance, and key settlement procedures.
    • Identification of areas for efficiency improvements in settlement handling and recommendation of process enhancements.
    • Maintenance of a strong working knowledge of industry regulations and settlement best practices.

Requirements

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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.
  • High accuracy in data entry and documentation is essential 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.