Settlements Officer / Customer Service Manager

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 ₱100k - ₱150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Pear Tree.

WebsiteLinkedInAll Job Openings

1 - 10 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

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

• Maintain total ownership of loan files immediately following approval through to settlement. • Review approval conditions, monitor loan documentation, and ensure all pre-settlement requirements are satisfied accurately and promptly. • Manage finance and settlement deadlines and liaise with clients, lenders, solicitors, and conveyancers to resolve roadblocks. • Complete settlement-stage updates, tasks, and milestones within the CRM. • Serve as the primary post-approval client contact, provide milestone updates, explain loan documentation, and escalate financial advice matters to Finance Brokers. • Execute post-settlement customer-care workflows, including check-ins, annual loan reviews, lender repricing requests, retention, and client advocacy. • Maintain clean, audit-ready electronic loan files and current CRM records. • Manage daily CRM pipeline stages, ensuring each active file has a next action, reminder, and detailed file note. • Identify stalled files or delays and take action to keep settlements on schedule. • Collaborate with Finance Brokers and Credit Analysts on file handovers. • Provide overflow front-end credit support during peak volumes, including CRM/lender-portal data entry, document collation, valuation ordering, and administrative tasks.

🎯 Requirements

• Minimum 3–5 years of recent experience within the Australian mortgage broking industry (direct experience within a major Australian brokerage network is highly regarded). • Deep end-to-end knowledge of the Australian mortgage life cycle, particularly approval-to-settlement workflows, mortgage documentation, lender requirements, and settlement systems. • Hands-on experience with Australian aggregator systems, lender portals, valuation ordering tools, electronic signature software, and standard office productivity suites. • Exceptional written and verbal English communication skills with a confident, empathetic telephone manner. • Proven experience handling residential, investment, and refinance lending (exposure to commercial, SMSF, or asset finance is advantageous). • Strong problem-solving ability, meticulous attention to detail, and a high degree of self-sufficiency.