An Australian home building company specializing in the construction of quality residential properties. The team focuses on delivering well-designed homes with efficient project management, accurate costing, and strong collaboration with suppliers and contractors.
Settlements & Client Services Manager - 177
Location
Philippines
Posted
88 days ago
Salary
₱75K - ₱90K / year
Seniority
Lead
Job Description
Settlements & Client Services Manager - 177
D2B
Position: Settlements & Client Services Manager Salary: PHP 75,000 - 90,000 Working Hours & Conditions: Aligned with Australian hours; full-time (remote) Holidays: AU Holidays ABOUT THE COMPANY: Neo Finance Group is a forward-thinking financial services and mortgage brokerage firm headquartered in Newcastle, New South Wales. Operating with a mission to modernize the lending landscape, the company specializes in providing strategic debt solutions for first-home buyers, seasoned investors, and small business owners across Australia. By leveraging a network of over 60 lenders, they deliver highly personalized expertise in residential mortgages, commercial finance, and asset lending, positioning themselves as a fresh alternative to traditional banking institutions. OVERVIEW: You own the post-approval process. Your job is to move deals from approval to settlement smoothly, without delays, errors, or client frustration. You are the operational backbone—ensuring every deal progresses, documents are correct, and stakeholders are aligned. RESPONSIBILITIES: - 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
Job Requirements
- QUALIFICATIONS:
- 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)
- WHAT THE CLIENT IS ACTUALLY LOOKING FOR:
- Highly organised—nothing slips through
- Proactive follow-up (you chase, not wait)
- Strong communication with both clients and internal teams
- PREFERRED SKILLS (nice to have):
- Experience with pricing / retention / repricing requests
- Exposure to high-volume broker environments
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• Review overdue accounts in Xero on a regular basis. • Cross-check each overdue account in Salesforce before contacting the customer. • Look for any notes, updates, or issues that may explain delayed payment, including: installation delays, questions about quality of finish, customer complaints or concerns, unresolved service or project issues. • Make sensible decisions about whether an account should be followed up immediately or escalated internally first. • Keep accurate notes on actions taken, customer responses, and next steps. • Escalate sensitive or complex accounts to management before applying pressure. • Use a friendly, professional, and respectful tone in early-stage payment follow-up. • Adjust communication tone depending on the age of the debt: Under 30 days overdue: friendly, helpful, and relationship-focused; Over 30 days overdue: firmer, more direct, and more structured while still remaining professional. • Potentially assist with reconciling incoming payments. • Check that all invoices coming through the AutoEntry system are correctly present in Xero. • Support the finance function with accuracy and follow-up. • Send final invoices to clients. • Follow up to confirm receipt where needed. • Maintain professional and friendly communication while supporting timely payment. • Follow up on warm sales leads after a salesperson has sent a quote or email. • Check in approximately one week later to confirm the client received the quote and ask whether they need any further information. • Set up projects and opportunities correctly in Salesforce. • Process orders that come through the website within required timeframes. • Chase up failed deliveries with freight companies. • Record completed project photos and project details on the existing spreadsheet. • Provide PA support to both company directors. • Assist with simple filing and document organisation. • Book travel and help coordinate related arrangements. • Help keep day-to-day admin organised and moving.
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