Settlements & Client Services Manager - 177

The client is a forward-thinking financial services and mortgage brokerage firm headquartered in Newcastle, New South Wales. Operating with a mission to modernize the lending landscape, the company specializes in providing strategic debt solutions for first-home buyers, seasoned investors, and small business owners across Australia. By leveraging a network of over 60 lenders, they deliver highly personalized expertise in residential mortgages, commercial finance, and asset lending, positioning themselves as a fresh alternative to traditional banking institutions.

**OVERVIEW **:

You own the post-approval process. Your job is to move deals from approval to settlement smoothly, without delays, errors, or client frustration.

You are the operational backbone—ensuring every deal progresses, documents are correct, and stakeholders are aligned.

**RESPONSIBILITIES **:

• Manage pipeline from approval → settlement
• Prepare and issue AOL (Approval/Offer Letters)
• Coordinate with clients, lenders, solicitors, and brokers
• Track and follow up outstanding conditions
• Manage quarterly pricing requests / repricing
• Ensure all documents are complete and compliant before settlement
• Monitor timelines and proactively remove blockers
• Maintain accurate updates in Mercury CRM
• Support client communication and status updates

Requirements

**QUALIFICATIONS **:

• 2–3 years in Australian mortgage processing / settlements

• Experience handling deals post-approval through to settlement

• Familiarity with:

  • Loan documentation
  • Settlement processes
  • Lender communication workflows

• Hands-on experience with:

  • Connective (non-negotiable)
  • Mercury CRM (preferred)

**WHAT THE CLIENT IS ACTUALLY LOOKING FOR **:

• Highly organised—nothing slips through
• Proactive follow-up (you chase, not wait)
• Strong communication with both clients and internal teams

PREFERRED SKILLS (nice to have):

• Experience with pricing / retention / repricing requests
• Exposure to high-volume broker environments