Loans Processor - Customer Facing Settlements (CSE)

Makati City, NCR, ph February 25, 2026

CSE Settlement function:

Document Management: Collect, review, and validate all relevant documents from clients, brokers, and lenders to ensure all requirements and outstanding conditions are fulfilled within prescribed timelines.
Loan Finalization Support: Assist in the preparation, coordination, and execution of lender documentation and contracts necessary to close home loan applications.
Discharge & Issue Resolution: Facilitate the discharge process, identify and resolve application issues prior to settlement to avoid delays.
Pipeline Oversight: Actively monitor and manage settlements in your pipeline, ensuring proactive follow-up and clear communication with stakeholders.
System Documentation: Maintain accurate and detailed case notes in Salesforce to ensure full visibility and continuity across the team.
Compliance & Best Practice: Stay informed of changes to the settlement process, industry guidelines, and internal policies to ensure alignment with best practices.
Client Communication: Respond to client queries and concerns related to settlement and closing, delivering clear, supportive, and timely guidance.
Complex Issue Handling: Navigate and support resolution of complex issues, including those related to property titles and liens.
Stakeholder Relationship Management: Foster strong working relationships with internal teams and external partners to support seamless client experiences.
Judgement & Escalation: Apply sound judgement in handling client files, escalating matters promptly when risks or issues arise.

Preferably at least 2 years of experience working in a similar role within a mortgage/finance industry or anything similar; prior knowledge and experience with mortgage assessment processes is required
A comprehensive understanding of financial transactions within the home loan or commercial real estate industry
Strong interpersonal and communication skills
Exceptional customer service and problem-solving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary
Proactive professional with strong time management skills
Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment
Must be currently residing in the Greater Manila Area (Metro Manila + Neighbouring provinces)

Successful candidates must have a stable postpaid internet connection and a quiet, dedicated workspace at home with appropriate furniture (desk and office chair)

Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customer-first approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.

We support our people in a variety of ways, but a few of the benefits that our people rave about include:

A vibrant, relaxed, yet professional culture.
We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
A holistic wellbeing programs offering 24/7 support to enable our team to thrive at home and work.
Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
Monthly internet subsidy to help you stay productive at home
Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
Access to all government-mandated benefits, including SSS, PhilHealth, and Pag-IBIG.

Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building best-in-class products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose.

We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace.

This is an opportunity to shape the future of a fast-growing, purpose-driven company that’s transforming the homeownership journey.

Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!