Settlements & Client Services Manager - 177 at D2B

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

15 Jul, 26

Salary

90000.0

Posted On

16 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage processing, Settlements, Loan documentation, Connective, Mercury CRM, Pipeline management, Client communication, Lender coordination, Pricing requests, Repricing, Compliance, Stakeholder management

Industry

Financial Services

Description

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: Neo Finance Group 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 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

Responsibilities

The role involves managing the post-approval mortgage pipeline to ensure smooth settlement without delays or errors. You will coordinate between clients, lenders, and brokers while ensuring all documentation is compliant and accurate.