Pear Tree.Remote
Settlements & Client Services Manager
Philippines
Full Time
6 days ago
$75,000 - $90,000 PHP
No Sponsorship
Key skills
CRMCommunication
About this role
Role Overview
- 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