Mortgage Settlement Specialist

6 days ago


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

We are seeking a highly skilled and detail-oriented Mortgage Settlement Specialist to join our team at Lendi Group. As a key member of our Credit & Operations department, you will be responsible for ensuring seamless home loan settlements across Australia and the Philippines.

About Us
Lendi Group is Australia's largest retail mortgage broker, with a unified approach to delivering personalized home-buying and home loans experiences. Our vision is to become the undisputed destination for Australians to buy and own property.

About You
With at least 2 years of experience working in a similar role within the mortgage/finance industry, you possess a comprehensive understanding of financial transactions within the home loan or commercial real estate sector. Your exceptional customer service skills and ability to navigate complex issues related to titles and/or liens will make you an asset to our team.

Your Key Responsibilities
  • Collect and review pertinent documents received from clients, brokers, and lenders to ensure all requirements and outstanding conditions on files are met within the prescribed timelines.
  • Support the preparation and execution of lender documentation and/or contracts to close home loan applications.
  • Assist in the discharge process including review and resolve application issues prior to settlement.
  • Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file.
  • Accurately monitor and track settlements within your pipeline through active follow-up with stakeholders.
  • Keep informed of the settlement process and requirements to ensure alignment with company and industry guidelines and best practices.
  • Answer and address client questions and/or concerns related to the settlement and closing process.
  • Navigate complex issues related to titles and/or liens.


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