Mortgage Documents Officer
Australian Mortgage Settlements Team
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)
About Our Client
Our client is a respected Australian law firm established in 1973, providing expert legal services in property law, business law, wills and estates, and dispute resolution. With a reputation for speed and innovation, our client invests in modern workflow systems to ensure reliable and efficient service delivery.
Our client combines deep industry knowledge with a client-first approach to deliver reliable and effective legal outcomes.
