Settlements & Client Services Manager - 177
Company shown to members 🔒 · Remote · Philippines only
Apply free: 3 jobs are on us✨ Tailor my resume for this job🎤 Practise the interview question, free
✓ Straight from the company's own careers page. No middlemen, no “we'll send you a check for equipment”. How we check jobs
✓ Sent 100 applications and heard nothing? Make this one count: tailor your resume to this ad in one tap, free.
✨ Not sure this is the one? Get your remote job matches in 30 seconds →
First recorded by Psst: 12 October 2026. Your first 3 jobs are free to apply to (the first right away, 2 more with your email). After that, the company and the apply link are for Psst members, from $4.99 for 7 days.
Practise the first interview question for this job
If the company replies, the first call usually starts with a question like this. Vague answers are the easiest to reject. Write yours and get an AI score in under a minute.
The 20-second read
- Experience
- Senior
- Where you can live
- Philippines only
- Skills and tools
- retention, crm, documentation
- Time zone
- Australian hours
- Job type
- Full-time
Read from the ad by Psst's rules. Check the full ad below before applying.
Job details
- Where you can work
- Philippines
- Employment type
- Full-time
- Advertised pay
- Not stated by the employer
- Experience
- Senior
- Employer publication date
- 16 April 2026
- First recorded by Psst
- 12 October 2026
- Last checked at the source
- 8 November 2026
About the job
Position : Settlements & Client Services Manager
Salary : PHP 75,000 - 90,000
Working Hours & Condition s: 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
Apply free: 3 jobs are on us✨ Tailor my resume for this jobPrepare with the Apply kit
- Open 7 months
- No pay listed
Similar remote jobs
- Client Services ManagerPhilippines only
- Client Services & Creative Project ManagerPhilippines, Malaysia only
- Support Services AgentPhilippines only
- Loan Processor & Client Support SpecialistPhilippines only
- Client Support Specialist (Workplaces - B2B)US, Argentina, Philippines only
Explore more jobs
A resume that gets past the first 6 seconds
Recruiters skim. The Psst resume coach fixes what makes them skip you, line by line, and one tap tailors it to the exact job you're applying to.
- 1Every line checkedWeak starts, clichés and AI-sounding phrases flagged, with a 3-question fix.
- 2Tailored to the jobSee which skills and tools from the ad your resume is missing. Try it free on one of your matches.
- 3Ready for remoteTime zone, tools and proof you work on your own, the things remote teams look for.
- 4Looks the partOne page, 6 designs, 8 colours and a matching cover letter, free to build. Premium downloads the PDF and Word files.
Example with made-up details. The score is the builder's own check, not an ATS rating or a promise of an interview.