Settlements & Client Services Manager

Pear Tree.

Settlements & Client Services Manager overseeing Australian mortgage processing and settlements for Neo Finance Group. Responsible for managing pipeline and ensuring smooth transitions from approval to settlement.

Posted 4/16/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSenior💰 ₱75,000 - ₱90,000 per monthWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Pear Tree. Website LinkedIn All Job Openings 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. Settlements & Client Services Manager Job not on LinkedIn 🔥 55 minutes ago 🇵🇭 Philippines – Remote 💵 ₱75k - ₱90k / month ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Client Services Manager 🕒 April 1 Veremark 51 - 200 👥 HR Tech 📋 Compliance 🎯 Recruiter Website LinkedIn All Job Openings Client Services Manager at Veremark overseeing onboarding and client relationship management. Join a remote-first HR tech scale-up transforming the industry with innovative solutions. 🇵🇭 Philippines – Remote 💰 Debt Financing on 2022-10 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services Client Services Coordinator – Tax, Accounting, CPA Firm 🕒 March 27 NICE 5001 - 10000 ☁️ SaaS 🤖 Artificial Intelligence 📡 Telecommunications Website LinkedIn All Job Openings Administrative Assistant providing tax operations support for a CPA Firm based remotely in the Philippines. Ensuring client satisfaction through accurate tax filing and documentation management. 🇵🇭 Philippines – Remote ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services Veterinary Office Assistant – Receptionist, Client Service 🕒 March 18 ScaleSource 11 - 50 🎯 Recruiter 👥 HR Tech 🤝 B2B Website LinkedIn All Job Openings Virtual Veterinary Office Assistant supporting U.S. veterinary clinics. Responsible for handling calls, scheduling, and ensuring client satisfaction in a fast-paced environment. 🇵🇭 Philippines – Remote 💵 $1.3k - $1.5k / month ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services Client Service Team Lead 🕒 March 18 FlyFlat 51 - 200 🚗 Transport 🤝 B2B ☁️ SaaS Website LinkedIn All Job Openings Client Service Team Lead managing luxury travel bookings remotely for VIP clients. Leading a team to deliver exceptional service and optimize customer experiences. 🇵🇭 Philippines – Remote 💵 $1.2k - $1.8k / month ⏰ Full Time 🟠 Senior 📁 Client Services Client Services Manager 🕒 March 13 TaskUs 10,000+ employees 🤝 B2B ☁️ SaaS 💸 Finance Website LinkedIn All Job Openings Client Services Manager managing various campaigns through the client lifecycle for fast-growing technology companies. Collaborating with teams to ensure high client satisfaction and operational growth. 🇵🇭 Philippines – Remote 💰 Private Equity Round on 2018-08 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services View More Client Services Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

mortgage processingsettlementsloan documentationsettlement processeslender communication workflows

Soft Skills

highly organisedproactive follow-upstrong communication