Loans Processor - Customer Facing Settlements

Job description

Company Description

Lendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia’s original and #1 digital mortgage brand - and the iconic Aussie franchise.

Powered by an advanced AI proprietary platform , a national network of 1,300 brokers, 230 retail stores, a team of experienced buyer’s agents, integrated property search and conveyancing, Aussie is supporting customers at every step of their property journey to find, buy and own with more confidence than ever before. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

To learn more about life at Lendi Group check out our blog: https://www.lendi.com.au/inspire/category/life-at-lendi/

Job Description

CSE Settlement function:

• Document Management: Collect, review, and validate all relevant documents from clients, brokers, and lenders to ensure all requirements and outstanding conditions are fulfilled within prescribed timelines.
• Loan Finalization Support: Assist in the preparation, coordination, and execution of lender documentation and contracts necessary to close home loan applications.
• Discharge & Issue Resolution: Facilitate the discharge process, identify and resolve application issues prior to settlement to avoid delays.
• Pipeline Oversight: Actively monitor and manage settlements in your pipeline, ensuring proactive follow-up and clear communication with stakeholders.
• System Documentation: Maintain accurate and detailed case notes in Salesforce to ensure full visibility and continuity across the team.
• Compliance & Best Practice: Stay informed of changes to the settlement process, industry guidelines, and internal policies to ensure alignment with best practices.
• Client Communication: Respond to client queries and concerns related to settlement and closing, delivering clear, supportive, and timely guidance.
• Complex Issue Handling: Navigate and support resolution of complex issues, including those related to property titles and liens.
• Stakeholder Relationship Management: Foster strong working relationships with internal teams and external partners to support seamless client experiences.
• Judgement & Escalation: Apply sound judgement in handling client files, escalating matters promptly when risks or issues arise.

Qualifications

• Preferably at least 2 years of experience working in a similar role within a mortgage/finance industry or anything similar; prior knowledge and experience with mortgage assessment processes is required
• A comprehensive understanding of financial transactions within the home loan or commercial real estate industry
• Strong interpersonal and communication skills
• Exceptional customer service and problem-solving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary
• Proactive professional with strong time management skills
• Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment

Additional Information

Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customer-first approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.

We support our people in a variety of ways, but a few of the benefits that our people rave about include:

• A vibrant, relaxed, yet professional culture.
• We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
• A holistic wellbeing programs offering ²⁴⁄₇ support to enable our team to thrive at home and work.
• Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
• Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
• Monthly internet subsidy to help you stay productive at home
• Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
• Access to all government-mandated benefits, including SSS, PhilHealth, and Pag-IBIG.

Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building best-in-class products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.

We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.

This is an opportunity to shape the future of a fast-growing, purpose-driven company that’s transforming the homeownership journey.

Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!