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.
Assist the Mortgage Settlements Team in coordinating settlements, verifying the accuracy of documents, and ensuring timely execution of settlements.
Identify and resolve discrepancies or issues with mortgage documents promptly to prevent settlement delays.
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 arelated role within a law firm, financial institution, or mortgage processingcompany
- Experience with PEXA (Property Exchange Australia) is highly regarded
- Strong understanding of mortgage settlements processes and legaldocumentation 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)
