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Open nowPosted 172 days ago

Settlements & Client Services Manager - 177

Workable (global search)107,990 open roles

Where
Manila, Metro Manila, Philippines
Work mode
Remote
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Your applicationOpen nowSettlements & Client Services Manager - 177Workable (global search) · Manila, Metro Manila, Philippines

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 6 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 172 days ago

Workable (global search) median: 6 days open

The posting

Position: Settlements & Client Services Manager

Salary: PHP 75,000 - 90,000

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY:

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
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