Mortgage Settlement Officer

2 weeks ago

Philippines Wingman Group Full time ₱360,000 - ₱720,000 per year
  • Verify that unconditional loan approvals match client files
  • Follow up on receipt of loan documents and ensure timely delivery
  • Check and prepare loan documents for client signing
  • Schedule and facilitate client sign-up appointments with brokers
  • Review signed documents and return them to the lender
  • Liaise with settlement agents to book settlement dates
  • Confirm settlement instructions with all parties (e.g., shortfall/surplus, banking details)
  • Notify and congratulate clients and referrers on settlement day
  • Conduct post-settlement follow-ups (2 weeks and 2 months) to ensure client satisfaction
  • Offer additional services post-settlement where applicable
  • Maintain accurate records and ensure file completion
  • Make outbound calls to clients - confirm receipt of loan documents; provide settlement updates and instructions; conduct post-settlement check-ins and offer additional services
  • Post settlement review and repricing

Requirements

  • Must have demonstrated a minimum of 1 year of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.
  • Proficiency in using mortgage broking software such as MyCRM, FileInvite, ApplyOnline
  • Excellent customer service skills and a friendly, professional demeanor.
  • Strong attention to detail and organizational skills.
  • Ability to work well within a team environment and maintain harmonious relationships with clients and colleagues.
  • Clear and effective English communication skills, with minimal accent.

Technical Requirements:

  • Equipment is self-provided
  • USB Headset with Noise Cancellation feature
  • Working Webcam
  • Computer with at least 1.5 GHz processor and at least 8GB RAM
  • Main Internet Service Speed: at least 50 Mbps cable connection
  • Backup Internet Service Speed: at least 25 Mbps
  • Dual Monitor

Benefits:

  • Discretionary bonus - not a 13th month pay.
  • Referral Bonus - 70 AUD per successful hire (3rd mark with the client)
  • Dedicated support person (CSM)
  • Fun culture
  • Support from HR, Tax, and other specialties
  • 10 Paid Annual Leaves; 9 Paid Australian Holidays (ONLY regular employees); 1 Birthday Leave
  • Company Outing (For tenured employees; 6 months)
  • Paid Training
  • 100% Work-From-Home

Pre-employment Requirements:

  • BIR as you are a contractor (Required to submit any contributions required by the government.)
  • NBI or Police Clearance
  • Any Government-issued ID

Job Type: Full-time

Pay: From Php45,000.00 per month

Benefits:

  • Work from home

Experience:

  • MyCRM: 2 years (Required)
  • FileInvite: 2 years (Required)
  • ApplyOnline: 2 years (Required)
  • Australian client: 2 years (Required)

Work Location: Remote

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