Settlements & Client Services Manager (Remote)

About the role

A financial services and mortgage brokerage firm based in Newcastle, NSW, is hiring a Settlements & Client Services Manager. You will own the post-approval process, moving deals from approval to settlement smoothly, without delays, errors or client frustration. The position is full-time and remote, aligned with Australian working hours, with AU holidays.

Key responsibilities

• Manage the pipeline from approval to settlement
• Prepare and issue Approval/Offer Letters (AOL)
• Coordinate with clients, lenders, solicitors and brokers
• Track and follow up on outstanding conditions
• Handle quarterly pricing requests and repricing
• Ensure documents are complete and compliant before settlement
• Monitor timelines and proactively remove blockers
• Maintain accurate updates in Mercury CRM and support client communication and status updates

Required profile

• 2-3 years in Australian mortgage processing or settlements
• Experience handling deals from post-approval through to settlement
• Familiarity with loan documentation, settlement processes and lender communication workflows
• Highly organised, proactive in following up, and strong communicator with clients and internal teams

Required skills

• Connective (non-negotiable)
• Mercury CRM (preferred)
• Pricing, retention and repricing requests (preferred)
• High-volume broker environment exposure (preferred)