Real Estate Settlement Expert

2 weeks ago

Makati City, National Capital Region, Philippines Group Full time

Lendi Group is at the forefront of innovation, pushing boundaries in the home loan industry with its cutting-edge digital mortgage brand. With a national network of 1,300 brokers and 230 retail stores, it empowers all Australians to make informed choices about their financial futures.

Job Description

We're seeking a skilled Settlement Support Coordinator to facilitate seamless transitions for buyer's agents and clients throughout the settlement phase. This pivotal role involves overseeing the entire settlement process, ensuring accurate documentation, and maintaining open lines of communication with all stakeholders.

If you possess exceptional organisational skills, attention to detail, and proficiency in CRM systems and workflow management tools, we encourage you to apply.

Key Responsibilities
  • Transaction Management:
    • Coordinate the settlement process, guaranteeing all necessary documents are completed accurately and submitted on schedule.
    • Monitor settlement progress, following up promptly on any outstanding items.
    • Comply with legislative and financial requirements during settlement.
    • Maintain and organise settlement files across internal platforms and CRM systems.
  • Client Liaison & Stakeholder Coordination:
    • Serve as primary contact for clients, buyer's agents, conveyancers, and other entities involved in the settlement process.
    • Handle incoming requests, updates, and queries via Microsoft Teams, email, phone calls, and SMS.
    • Provide clients with clear, timely updates on settlement status, ensuring a hassle-free experience.
    • Address and resolve common settlement concerns, escalating complex issues when necessary.
  • Professional Development:
    • Participate in settlement training to enhance expertise in contract processing, compliance, and core settlement protocols.
    • IDentify opportunities for process enhancements and propose improvements.
    • Maintain a thorough grasp of industry rules and best practices in settlement.
Qualifications & Experience
  • Minimum 3 years of experience in a coordination, administration, or support role within real estate, property management, or a related field.
  • Achieve accuracy in document preparation to prevent settlement delays or errors.
  • Capacity to manage multiple transactions concurrently without overlooking important details.
  • Proficiency in CRM systems, contract management software, and workflow management tools.
  • Ability to swiftly acquire new technological skills to improve settlement efficiency.
  • Prior knowledge of property settlements, conveyancing, or real estate transactions is advantageous.
  • Familiarity with the legal and financial aspects of property settlements is a plus.
  • Competence in managing client expectations, addressing questions, and collaborating with conveyancers and buyer's agents.
  • Outstanding written and verbal communication skills for responding to emails, phone calls, and messages.
  • Capacity to anticipate and address settlement complications before impacting the client.

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