Settlements Officer

Summary

Join ConnectOS, a top-rated Philippines employer and a Great Place to Work-certified company, and work for a leading Australian and New Zealand finance industry client. This role offers a competitive salary (P35,000-P38,000 monthly) and a hybrid work schedule. You will play a crucial role in mortgage settlement, ensuring smooth processes from document verification to post-settlement client follow-up. Enjoy numerous benefits including comprehensive health insurance, paid time off, and various perks like complimentary sleeping quarters and fitness facilities. ConnectOS is committed to equal employment opportunities and values a positive work-life balance.

Requirements

• 3-4 years relevant work experience with a financial brokering firm
• Mortgage Settlement experience
• Demonstrate ability to complete multiple tasks and meet deadlines
• A high level of attention to detail and accuracy is vital
• Strong team player

Responsibilities

• Verify unconditional approval matches client file
• Follow up receipt of loan documents ensuring delivered in a timely manner
• Upon receipt of loan documents check & prepare loan documents for signing
• Schedule client appointment for sign up
• Facilitate sign up appointments with client and broker
• Check all documents once signed & return them to the lender
• Liaise with settlement agents to book in settlement
• Ensure all parties are clear on settlements instructions (including shortfall/surplus/internet banking)
• Notify/congratulate client (and referrer) on day of settlement
• Contact clients within 2 weeks to ensure they are ready for their first mortgage repayment
• Follow up client 2 months after settlement to ensure client is happy with mortgage & offer any other services, we may provide
• File completion

Benefits

• Hybrid
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities