09 Aug
|
Zella
|
Melbourne
Zella Money is a leading mortgage broking firm, based in Melbourne but servicing clients Australia-wide. We pride ourselves on delivering a seamless, client-first experience from loan approval through to settlement. As we continue to grow and improve our client experience, we're looking for an experienced Settlements Coordinator to join our close-knit team.
About the Role
This is a key operational role responsible for administering and coordinating the end‐to‐end settlement process for our clients. You will be the central point of contact between clients, mortgage brokers, lenders, solicitors, builders, and conveyancers, ensuring every settlement is executed accurately, compliantly, and on time.
Key Responsibilities
Coordinate and administer residential and commercial property settlements from loan approval through to completion
Liaise with mortgage brokers, lenders, conveyancers, project managers, professionals, solicitors, and clients to ensure all settlement conditions are met within agreed timeframes by all parties
Coordinate any relevant paperwork or documentation associated with the contract and settlement process
Monitor settlement progress, proactively identifying and resolving delays, discrepancies or documentation issues
Negotiating, reviewing, and developing any variations to contracts or services as they are provided to our clients
Coordinate with financial institutions to confirm funding approvals, drawdown conditions and settlement booking times
Review and verify settlement documentation, loan contracts and financial instruments for accuracy prior to settlement
Communicate settlement status updates to clients and internal stakeholders throughout the process
Maintain accurate records of all settlement activity,
correspondence and contractual documentation
Ensure compliance with relevant legislative and regulatory requirements governing property and financial settlements
Contribute to the continuous improvement of settlement administration procedures and workflows, and bring attention to senior management any discrepancies or opportunities for improvement
What We're Looking For
In line with the current market, candidates should meet one of the following:
An Associate Degree, Advanced Diploma or Diploma in a relevant field (e.g. Finance, Business Administration, Property), or
A minimum of three years of relevant experience in a settlements, finance administration or financial services coordination role in lieu of formal qualifications
You will also bring
Demonstrated experience coordinating property or loan settlements in a mortgage broking, banking or conveyancing environment
Strong understanding of the settlement process, including lender requirements and conveyancing procedures
Excellent communication and stakeholder management skills
High attention to detail and ability to manage multiple settlements simultaneously
Familiarity with reporting platforms and generating documents for management
Proficiency with relevant CRM or settlement platforms (e.g. PEXA, Mercury) is highly regarded but not essential
What We Offer
Competitive salary in line with experience and current market expectations
Supportive, collaborative team setting
Hybrid work environment to suit your needs and/or preferences
Genuine opportunity to grow with an expanding, nation‐wide business
How to Apply
Please submit your CV and a brief cover letter outlining your experience in settlements project coordination and administration to or apply directly via LinkedIn.
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📌 Settlement Manager (Melbourne)
🏢 Zella
📍 Melbourne