We are seeking an organised, proactive and detail-oriented Settlement Assistant to join our growing mortgage broking team. You will play a key role in managing loan files from formal approval through to settlement, ensuring a smooth and efficient experience for our clients, brokers and lending partners.
Key Responsibilities
Manage loan files from formal approval through to settlement and completion.
Coordinate settlement dates and liaise with lenders, solicitors, conveyancers, brokers and clients.
Monitor outstanding loan conditions, documentation and settlement requirements.
Proactively follow up outstanding items and identify potential settlement delays.
Maintain accurate CRM records, client files and settlement checklists.
Ensure documentation and processes meet internal compliance requirements.
Confirm completed settlements and coordinate post-settlement handovers.
Assist with construction loan progress payments and ongoing loan requirements where required.
About You
Experience in mortgage broking,
lending administration or property settlements.
Exceptional organisational skills and attention to detail.
Strong communication and stakeholder management skills.
Ability to manage multiple files and competing deadlines.
A proactive approach to problem-solving and following up outstanding requirements.
Solid computer skills and confidence using CRM and lender platforms.
A team player who takes ownership and delivers excellent client service.
Why Join Us?
Join a supportive and collaborative team where your contribution directly impacts the client experience and the success of our business. You will have the opportunity to develop your skills within a growing mortgage broking environment and contribute to improving our operational processes.
If you are organised, proactive and passionate about delivering a seamless settlement experience, we would love to hear from you.