Settlements & Client Services Manager

Job not on LinkedIn

🕒 April 16

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Logo of Pear Tree.

Pear Tree.

1 - 10 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.

📋 Description

• 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

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

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