Job Description
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Take your settlement expertise to the next level!
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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.
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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 n
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Verify approval letters for accuracy (loan amount, type, interest rate, term).
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Download approval letters from lender portals as required.
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Training will be provided for lender portal systems and processes.
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Confirm discharges for refinances and update MyCRM accordingly.
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Issue and manage loan documents; ensure clients receive correct signing instructions.
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Track signed documents and follow up with clients and banks for outstanding items.
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Liaise with solicitors, lenders, and clients to coordinate timely and smooth settlements.
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Confirm client contributions and manage fund transfers.
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Book settlement times with lenders and communicate updates to clients.
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Use MyCRM automation tools for post-settlement communication.
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Maintain accurate and up-to-date records of all settlement activity.
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About You n
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2 + years previous experience as a Settlement Officer or in a mortgage finance-related role.
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Minimum 2+ years experience required in either Settlement Officer or mortgage finance-related roles.
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Experience in any aspect of mortgage processing including loan administration, settlements, or mortgage support services.
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Demonstrated experience in any aspect of mortgage processing, including loan administration, settlements, or mortgage support services is essential.
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Must have Australian work rights to be eligible for this position.
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Strong organisational skills with the ability to multitask in a fast-paced environment.
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Exceptional attention to detail and high accuracy in data entry.
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Excellent written and verbal communication skills.
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Professional presentation and a proactive attitude.
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Confidence working under pressure and managing tight deadlines.
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Comfortable using CRM systems (experience with MyCRM is a plus).
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Experience with any CRM system is acceptable, with the ability to adapt to new platforms.
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Basic familiarity with CRM systems is required, with the ability to learn recent platforms quickly.
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Basic familiarity with CRM systems and comfortable learning new platforms.
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Benefits n
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Be part of an award-winning company with a strong reputation in the industry
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Work alongside a supportive and collaborative team
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Access to professional development and career growth opportunities
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A culture that values people, performance, and progression
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📌 Settlement Officer (Queensland)
🏢 Loan Market
📍 Queensland