
Settlement Officer
1 day ago
We're looking for a detail-oriented and client-focused
Settlement Support Officer
to join our growing team. If you enjoy coordinating with clients, keeping things organized behind the scenes, and ensuring a smooth settlement journey from approval to post-loan servicing, this could be the perfect role for you.
About the Role
As a
Mortgage Settlements Officer
, you'll be responsible for guiding clients through a seamless post-approval journey. From coordinating loan documents and confirming funding positions to working with solicitors, lenders, and agents, you'll ensure every settlement is completed smoothly. Beyond settlement, you'll also handle post-loan servicing tasks such as data entry, client reviews, and loan repricing requests, helping deliver great outcomes for both clients and brokers.
Who We Are
At GBSS, we're not your average BPO—we believe work should be fulfilling, not draining. We're all about empowering you to grow, learn, and thrive in a culture that's supportive, chill, and driven by real collaboration. Ready to be part of a team that values your voice and your hustle? Come join us, and let's make things happen
Grow with GBSS
, where your potential meets opportunity.
What You'll Be Doing
- Coordinating with clients to collect, review, and upload loan documents into the CRM.
- Confirming funding positions and account details to ensure successful loan settlement.
- Liaising with solicitors, lenders, and real estate agents to align settlement requirements.
- Managing client post-settlement activities, including data entry and loan account setup.
- Supporting clients and brokers with annual reviews and loan repricing requests
About You
- Proven experience in AU mortgage settlements (mandatory).
- Minimum 2 years of experience in financial services or mortgage lending.
- Strong attention to detail and accuracy in handling loan documentation.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Proficiency in CRM systems and digital tools, with ability to adapt to new applications quickly.
- Excellent written and verbal communication skills for effective collaboration with clients, brokers, and external partners.
Why Join Us?
- HMO Benefit + free dependent
- Leave accrual upon hiring
- Wellness perks
- Specific client-initiated benefits
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