Pear Tree.

Settlements & Client Services Manager

Pear Tree.

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 ₱75,000 - ₱90,000 per month

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mortgage processingsettlementsloan documentationsettlement processeslender communication workflows
Soft Skills
highly organisedproactive follow-upstrong communication