{"id":630920,"url":"https://alion.io/job/d2b-settlements-client-services-manager-177","title":"Settlements & Client Services Manager - 177","company":{"id":709562,"name":"Pear Tree","domain":"pear-tree.com","url":"https://alion.io/company/pear-tree","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"B","score":76,"open_postings":144,"ghost_share":0,"stale_share":0.972,"repost_share":0,"time_to_fill_p50_days":26,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Manila, Philippines"],"countries":["PH"],"hiring_countries":["PH"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":7500,"max_usd":19500,"period":"year","method":"role_country_seniority_unknown","sample_n":36},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"PHP","optional":false}],"status":"live","first_seen_at":"2026-04-16T00:00:00Z","employer_posted_date":"2026-04-16","last_verified_at":"2026-11-03T11:52:02Z","board_verified":true,"closed_at":null,"days_open":201,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":201},"description":"Position: Settlements & Client Services Manager\nSalary: PHP 75,000 - 90,000\nWorking Hours & Condition s: Aligned with Australian hours; full-time (remote)\nHolidays: AU Holidays\nABOUT THE COMPANY:\nThe client is a forward-thinking financial services and mortgage brokerage firm headquartered in Newcastle, New South Wales. Operating with a mission to modernize the lending landscape, the company specializes in providing strategic debt solutions for first-home buyers, seasoned investors, and small business owners across Australia. By leveraging a network of over 60 lenders, they deliver highly personalized expertise in residential mortgages, commercial finance, and asset lending, positioning themselves as a fresh alternative to traditional banking institutions.\nOVERVIEW:\nYou own the post-approval process. Your job is to move deals from approval to settlement smoothly, without delays, errors, or client frustration.\nYou are the operational backbone-ensuring every deal progresses, documents are correct, and stakeholders are aligned.\nRESPONSIBILITIES:\nManage pipeline from approval → settlement\nPrepare and issue AOL (Approval/Offer Letters)\nCoordinate with clients, lenders, solicitors, and brokers\nTrack and follow up outstanding conditions\nManage quarterly pricing requests / repricing\nEnsure all documents are complete and compliant before settlement\nMonitor timelines and proactively remove blockers\nMaintain accurate updates in Mercury CRM\nSupport client communication and status updates\nRequirements\nQUALIFICATIONS:\n2-3 years in Australian mortgage processing / settlements\nExperience handling deals post-approval through to settlement\nFamiliarity with:\nLoan documentation\nSettlement processes\nLender communication workflows\nHands-on experience with:\nConnective (non-negotiable)\nMercury CRM (preferred)\nWHAT THE CLIENT IS ACTUALLY LOOKING FOR:\nHighly organised-nothing slips through\nProactive follow-up (you chase, not wait)\nStrong communication with both clients and internal teams\nPREFERRED SKILLS (nice to have):\nExperience with pricing / retention / repricing requests\nExposure to high-volume broker environments","description_format":"text","description_chars":2129,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"Philippines","iso":"PH","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-09-10T19:16:35Z"}],"visa":[],"liveness":{"score":2,"band":"cold","label":"Long shot","p_open":1,"p_active":0.07,"p_room":0.28,"age_days":201,"expected_fill_days":26,"reasons":["conf:2","agency","stale_co","win:tail","crowd:brand"],"computed_at":"2026-11-03T05:54:40Z"},"pay":null,"html_url":"https://alion.io/job/d2b-settlements-client-services-manager-177","json_url":"https://alion.io/job/d2b-settlements-client-services-manager-177.json","meta":{"generated_at":"2026-11-03T12:21:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16961,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":709562},"rest":"https://alion.io/mcp/rest/get_company?id=709562"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fd2b-settlements-client-services-manager-177"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fd2b-settlements-client-services-manager-177"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fd2b-settlements-client-services-manager-177"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/d2b-settlements-client-services-manager-177\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fd2b-settlements-client-services-manager-177"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":630920}},{"tool":"search_jobs","arguments":{"company":"pear-tree.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":630920},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); 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Docs: https://alion.io/developers"}}