Mortgage Settlement Officer (#47145)

Verify that unconditional loan approvals match client files

Follow up on receipt of loan documents and ensure timely delivery

Check and prepare loan documents for client signing

Schedule and facilitate client sign-up appointments with brokers

Review signed documents and return them to the lender

Liaise with settlement agents to book settlement dates

Confirm settlement instructions with all parties (e.g., shortfall / surplus, banking details)

Notify and congratulate clients and referrers on settlement day

Conduct post-settlement follow-ups (2 weeks and 2 months) to ensure client satisfaction

Offer additional services post-settlement where applicable

Maintain accurate records and ensure file completion

Make outbound calls to clients to :

 Confirm receipt of loan documents

 Provide settlement updates and instructions

 Conduct post-settlement check-ins and offer additional services

Post settlement review and repricing

Must have demonstrated experience of years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.

Proficiency in using mortgage broking software such as MyCRM, FileInvite, ApplyOnline

Excellent customer service skills and a friendly, professional demeanor.

Strong attention to detail and organizational skills.

Ability to work well within a team environment and maintain harmonious relationships with clients and colleagues.

Clear and effective English communication skills, with minimal accent.

Technical Requirements :

Equipment is self-provided

USB Headset with Noise Cancellation feature

Working Webcam

Computer with at least 1.5 GHz processor and at least 8GB RAM

Main Internet Service Speed : at least 50 Mbps cable connection

Backup Internet Service Speed : at least 25 Mbps

Dual Monitor

Benefits of Contracting with Wingman

Discretionary Bonus – not a 13th month pay, entirely subject to company discretion.

Referral Bonus – 70 AUD per successful referral to the Wingman platform (paid at 1st month mark with a client contract).

Dedicated Support Contact (CSM) – someone to help you succeed and stay connected.

Access to a Network – collaborate with fellow contractors and onshore specialists.

Opportunities to Upskill – optional sessions, peer learning, and developmental pathways.

More Work, More Opportunity – potential for additional contracts, Statements of Work, or expanded workloads.

High-Impact Projects – work alongside top-tier Australian partners on meaningful assignments.

Flexibility First – deliver your work in your way, with full autonomy on how you achieve outcomes.

Advisory Support – HR, Tax, and setup guidance available to make contracting seamless.

20 Days Paid Flexibility Allowance – built into your contracting model for time away from delivery.

Annual Trip (Optional) – connect with the broader Wingman community in person.

100% Work-From-Home Contracts – all engagements designed for remote delivery.

Pre-employment Requirements :

BIR as you are a contractor (Required to submit any contributions required by the government.)

NBI or Police Clearance

Any Government-issued ID