Brokerage & Co is a leading, technology-driven mortgage brokerage committed to an outstanding client experience, guided by one of Australia’s premier mortgage brokers.
We are one of Australia’s fastest growing brokerages, and we’re looking for a driven and talented
settlements professional to grow with us. This is an exciting opportunity for someone ready to take ownership of the settlement process end-to-end — coordinating with clients, lenders, conveyancers, and internal teams to deliver a seamless experience at the finish line. You’ll sharpen your skills across real, complex transactions and build toward a senior role in a high-performing team.
If you have a solid foundation in mortgage settlements and are hungry to develop, this role will give you the environment, the mentorship, and the deal flow to get there.
Key Responsibilities
1. Building Great Client Relationships
You will be a key point of contact for clients during one of the most important moments in their financial journey, ensuring they feel informed, supported, and confident throughout the
settlement process:
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Proactive Communication — Keep clients informed at every stage of the settlement process — no one should ever need to chase you for an update. Set clear expectations early and deliver on them consistently.
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Client Confidence & Education — Walk clients through the signing process, loan documents, and next steps in plain language, helping them feel empowered and in control rather than overwhelmed.
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Responsiveness & Follow-Through — Respond to client queries promptly and close the loop on every outstanding item. Clients notice when someone goes the extra mile to get things done.
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Empathy & Professionalism — Recognise that settlements can be stressful for clients and approach every interaction with patience, care, and a solutions-focused mindset — even when things don’t go to plan.
2. Settlements
You will play an active role in the end-to-end settlement lifecycle, ensuring accuracy, compliance, and strong client outcomes:
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Loan Document Review — Take ownership of
validating names, security, rates, fees, and lender conditions before the
client sees anything.
- Client Engagement & Signing — Conduct daily follow-up, walking the client through the signing process, chasing Certificate of Currency and Discharge Authority, and completing a thorough completeness check before submission.
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Settlement Booking & Coordination — Push the lender for the earliest available settlement date, coordinate with solicitor/conveyancer and outgoing lender, and keep HubSpot updated throughout.
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Post-Settlement Handover — Notify the Broker and Aftercare team, update the deal stage, and upload all settlement documentation.
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Client Feedback — Solicit client feedback and
NPS scores to drive key insights that support operational improvements across
the business.
3. Team Contribution & Process Excellence
You will contribute to a collaborative, high-quality settlements operation as you grow within the team:
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Collaboration & Learning: Actively participate in team discussions on lender requirements and client communication, sharing insights from your file experience.
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Settlement Expertise: Apply sound judgement and attention to detail across your settlements files, escalating complex scenarios to senior staff where appropriate.
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Problem-Solving: Flag settlement risks or delays early and engage constructively with senior team members to work through solutions.
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Risk & Compliance: Follow established fraud and risk protocols, identify red flags on your files, and escalate high-risk matters promptly.
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Process Improvement: Contribute ideas for improving templates, workflows, and client communication processes as you develop familiarity with lender and conveyancing requirements.
Candidate Profile & Requirements
We’re looking for someone with strong foundations who is ready to be stretched:
- Some experience in a mortgage settlements, loan processing, or similar role in the Australian lending or broking industry
- Some exposure to end-to-end settlement workflows including loan document review, lender and conveyancer coordination, and client engagement
- Familiarity with lender platforms and CRM tools; experience with HubSpot is a plus
- An understanding of Responsible Lending Obligations (NCCP) and compliance requirements relevant to the settlement process
- Strong written and verbal communication skills for professional engagement with clients, brokers, solicitors, and lenders
- A self-motivated, detail-oriented professional who thrives in a fast-paced, high-ownership environment
Salary, Benefits & Perks
- Competitive salary + super, with room to grow as you do
- Flexible work environment and hours
- Employee wellness benefits including gym memberships
- Mobile phone & internet
- Laptop and access to the latest finance technology
- Ideal office locations — city fringe urban hubs with great transport links
- Access to an employee discount program covering major retailers, restaurants, utilities, experiences and more
- Flexible public holiday swap — exchange up to 2 public holidays per year for ones that are more meaningful to you
