Asset Finance - Settlement Officer (AU Mortgage Broker, WFH)

Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)

The role requires strong coordination with brokers, lenders, and borrowers, ensuring all documentation, compliance requirements, and system updates are completed accurately and within required timeframes.

Skills Required:

• Bachelor's degree or equivalent relevant work experience
• Minimum 1 year experience in Australian asset finance settlements or loan administration
• Experience in post‑approval documentation and funding
• Familiarity with CRM systems (e.g., Salesforce, LMG CRM, or similar) and lender systems (e.g., Capital Finance, Metro Finance, Plenti, or similar)
• Strong understanding of lending processes and documentation requirements
• Good working knowledge of basic IT systems and tools
• Ability to work in a fast-paced and dynamic environment

What will you do?

• Manage loan applications from post-submission to settlement
• Data entry of client and application details into CRM systems (e.g., LMG CRM, lender portals
• Prepare loan contracts for borrowers, ensuring completeness and accuracy
• Monitor documentation progress and provide regular updates to broker

• Collect, review, rename, and organise supporting documents
• Ensure compliance requirements are met for consumer (NCCP) and commercial asset finance transactions (e.g., Privacy Consent, Credit Guide, Credit Proposal Disclosure)
• Review loan contracts and supporting documents prior to settlement
• Ensure all lender and compliance requirements are met

• Understand and adhere to credit approval requirements for settlement
• Confirm asset, entity and pricing details prior to documentation
• Identify discrepancies and escalate to broker or lender
• Complete lender servicing calculators
• Assist with complex structure scenarios (e.g., multiple applicants, trusts, companies)

• Prepare pre-approved applications for loan contract generation
• Generate application documents (e.g., loan contracts, invoices, supporting paperwork)
• Coordinate settlement requirements (e.g., commission invoices, ID verification, certificates of currency)

• Coordinate settlement for consumer and commercial asset finance facilities
• Liaise with dealers, suppliers and lenders to confirm asset delivery and invoices
• Validate tax invoices, asset details (VIN/serial numbers), and supplier payment instructions
• Manage payout authorities and refinance settlements
• Confirm commission structures and issue commission invoices
• Track funding, confirm disbursement, close files and provide post‑settlement documents

• Offering three weeks paid training program to help you get up to speed and excel in your role.
• Work Onsite with premium pay
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
• Access to knowledge base tools, resource center and training library.
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.

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Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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