Settlement Support Coordinator

2 weeks ago

Makati City, National Capital Region, Philippines Group Full time

Lendi Group is a leading digital platform business transforming the home loan industry with its market-leading Australian mortgage brand, Aussie Home Loans franchise. It operates through a national network of 1,300 brokers and 230 retail stores, giving all Australians choice and confidence in their biggest financial decisions.

Job Overview

This is a critical administrative role that ensures all documentation, processes, and communication related to settlement are managed efficiently. You will be responsible for tracking key milestones, liaising with relevant stakeholders, and ensuring a seamless experience for buyers as they move toward property ownership.

We're passionate about fostering an environment where our team members feel valued and supported, celebrating everyone's unique identity. If you have strong attention to detail, a solid understanding of settlement processes, and excellent administrative skills, we'd love to hear from you.

Key Responsibilities
  • Settlement Administration & Document Management:
    • Oversee the end-to-end settlement process, ensuring all required documentation is completed accurately and submitted on time.
    • Track settlement progress and proactively follow up on outstanding items.
    • Ensure compliance with legal and financial requirements during settlement.
    • Maintain and organize settlement documents within internal platforms and CRM systems.
  • Stakeholder Coordination & Client Support:
    • Act as the main point of contact for clients, Buyer's Agents, conveyancer, and other parties involved in the settlement process.
    • Manage incoming requests, updates, and inquiries via Microsoft Teams, emails, phone calls, and SMS.
    • Provide clients with clear and timely updates on their settlement status, ensuring a smooth and stress-free experience.
    • Address and resolve common settlement issues, escalating more complex matters as needed.
  • Training & Process Improvement:
    • Undergo settlement training to build expertise in contract processing, compliance, and key settlement procedures.
    • Identify areas for efficiency improvements in settlement handling and recommend process enhancements.
    • Maintain a strong working knowledge of industry regulations and settlement best practices.
Requirements
  • 3+ years of experience in a coordination, administration, or support role, preferably within real estate, property management, or a related field.
  • Accuracy in data entry and documentation is critical to avoid delays or errors in the settlement process.
  • Ability to manage multiple transactions simultaneously while ensuring no details are overlooked.
  • Proficiency in CRM systems, digital contract platforms, and workflow management tools.
  • 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.
  • Confident 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.
  • Ability to anticipate settlement challenges and take steps to resolve issues before they impact the client.

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