Mortgage Documents Officer
Pasig City, Metro Manila, Philippines
Full Time
Experienced
About the Role
We are seeking an experienced Mortgage Documents Officer to join our Mortgage Settlements Team working with a leading Australian law firm.
In this role, you will be responsible for preparing, reviewing, and managing mortgage documents to facilitate seamless property settlements.
The ideal candidate will have a strong understanding of mortgage processes, excellent attention to detail, and the ability to work efficiently in a fast-paced environment
Key Responsibilities
• Prepare and Review Documents:
Draft and review mortgage documents, loan agreements, discharge forms, and other related documents in compliance with relevant legal and regulatory requirements.
• Liaise with Stakeholders:
Communicate effectively with lenders, solicitors, conveyancers, and clients to coordinate document signing and resolve any discrepancies.
• Compliance and Verification:
Ensure all documents meet compliance standards, including AML/KYC regulations and relevant state and federal laws.
• Data Entry and Management:
Accurately enter and update information into case management systems and maintain organized records of all mortgage documentation.
• Settlement Coordination:
Assist the Mortgage Settlements Team in coordinating settlements, verifying the accuracy of documents, and ensuring timely execution of settlements.
• Issue Resolution:
Identify and resolve discrepancies or issues with mortgage documents promptly to prevent settlement delays.
• Reporting:
Generate and review status reports on document preparation and settlements progress for the Mortgage Settlements Manager.
Key Requirements
• 4+ years’ experience in Australian mortgage documentation, conveyancing, or a related role within a law firm, financial institution, or mortgage processing company.
• Experience with PEXA (Property Exchange Australia) is highly regarded.
• Strong understanding of mortgage settlements processes and legal documentation requirements.
• Excellent attention to detail and accuracy in document preparation.
• Effective communication skills, both written and verbal.
• Proficiency in case management software and Microsoft Office Suite.
• Strong organizational and time management skills.
• Problem-solving skills and the ability to manage multiple tasks effectively.
• Certificate/Diploma in Legal Services, Conveyancing, or a related field is preferred.
• Experience with DocuSign and SMSF lending advantageous.
What We Offer
• Competitive salary, allowances and benefits package.
• Ongoing professional development and training opportunities.
• A supportive and collaborative work environment.
• Australian business hours schedule (morning/day shift, Monday to Friday)
• Please note that this is a full-time onsite role in Ortigas, NCR (near Robinsons
Galleria
We are seeking an experienced Mortgage Documents Officer to join our Mortgage Settlements Team working with a leading Australian law firm.
In this role, you will be responsible for preparing, reviewing, and managing mortgage documents to facilitate seamless property settlements.
The ideal candidate will have a strong understanding of mortgage processes, excellent attention to detail, and the ability to work efficiently in a fast-paced environment
Key Responsibilities
• Prepare and Review Documents:
Draft and review mortgage documents, loan agreements, discharge forms, and other related documents in compliance with relevant legal and regulatory requirements.
• Liaise with Stakeholders:
Communicate effectively with lenders, solicitors, conveyancers, and clients to coordinate document signing and resolve any discrepancies.
• Compliance and Verification:
Ensure all documents meet compliance standards, including AML/KYC regulations and relevant state and federal laws.
• Data Entry and Management:
Accurately enter and update information into case management systems and maintain organized records of all mortgage documentation.
• Settlement Coordination:
Assist the Mortgage Settlements Team in coordinating settlements, verifying the accuracy of documents, and ensuring timely execution of settlements.
• Issue Resolution:
Identify and resolve discrepancies or issues with mortgage documents promptly to prevent settlement delays.
• Reporting:
Generate and review status reports on document preparation and settlements progress for the Mortgage Settlements Manager.
Key Requirements
• 4+ years’ experience in Australian mortgage documentation, conveyancing, or a related role within a law firm, financial institution, or mortgage processing company.
• Experience with PEXA (Property Exchange Australia) is highly regarded.
• Strong understanding of mortgage settlements processes and legal documentation requirements.
• Excellent attention to detail and accuracy in document preparation.
• Effective communication skills, both written and verbal.
• Proficiency in case management software and Microsoft Office Suite.
• Strong organizational and time management skills.
• Problem-solving skills and the ability to manage multiple tasks effectively.
• Certificate/Diploma in Legal Services, Conveyancing, or a related field is preferred.
• Experience with DocuSign and SMSF lending advantageous.
What We Offer
• Competitive salary, allowances and benefits package.
• Ongoing professional development and training opportunities.
• A supportive and collaborative work environment.
• Australian business hours schedule (morning/day shift, Monday to Friday)
• Please note that this is a full-time onsite role in Ortigas, NCR (near Robinsons
Galleria
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