Take your settlement expertise to the next level!

Join one of Australia's leading mortgage aggregators and be part of a high-performing, client-focused team that values your contribution and supports your growth.

We're on the lookout for a detail-driven Settlement Officer to join our expanding support division. In this vital role, you'll take ownership of loan settlements from approval through to completion, ensuring a smooth, professional experience for clients, brokers, and lenders every step of the way.

Key Responsibilities

- Verify approval letters for accuracy (loan amount, type, interest rate, term).

- Download approval letters from lender portals as required.

- Training will be provided for lender portal systems and processes.

- Confirm discharges for refinances and update MyCRM accordingly.

- Issue and manage loan documents; ensure clients receive correct signing instructions.

- Track signed documents and follow up with clients and banks for outstanding items.

- Liaise with solicitors, lenders, and clients to coordinate timely and smooth settlements.

- Confirm client contributions and manage fund transfers.

- Book settlement times with lenders and communicate updates to clients.

- Use MyCRM automation tools for post-settlement communication.

- Maintain accurate and up-to-date records of all settlement activity.

About You

- 2 + years previous experience as a Settlement Officer or in a mortgage finance-related role.





- Minimum 2+ years experience required in either Settlement Officer or mortgage finance-related roles.

- Experience in any aspect of mortgage processing including loan administration, settlements, or mortgage support services.

- Demonstrated experience in any aspect of mortgage processing, including loan administration, settlements, or mortgage support services is essential.

- Must have Australian work rights to be eligible for this position.

- Strong organisational skills with the ability to multitask in a fast-paced environment.

- Exceptional attention to detail and high accuracy in data entry.

- Excellent written and verbal communication skills.

- Professional presentation and a proactive attitude.

- Confidence working under pressure and managing tight deadlines.

- Comfortable using CRM systems (experience with MyCRM is a plus).

- Experience with any CRM system is acceptable, with the ability to adapt to new platforms.

- Basic familiarity with CRM systems is required, with the ability to learn new platforms quickly.

- Basic familiarity with CRM systems and comfortable learning new platforms.

Perks

- Be part of an award-winning company with a strong reputation in the industry

- Work alongside a supportive and collaborative team

- Access to professional development and career growth opportunities

- A culture that values people, performance, and progression

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📌 Settlement Officer (Brisbane City)
🏢 Loan Market
📍 Brisbane City