Settlements Officer
Coordinate settlement bookings with lenders and solicitors, and clear conditions on time — so settlement day goes smoothly.
Application Intake
Gather client documents and prepare files for submission.
Processing & Packaging
Verify documents and lodge applications with lenders.
Credit & Compliance Prep
Prepare serviceability and compliance documentation for review.
Settlement
Coordinate settlement bookings and clear conditions.
Client Service
Keep clients updated through every stage of the loan.
Five reasons clients stay past the first hire
One resource, only yours
No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.
25 years of Australian market experience
Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.
You always know what your team is doing
Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.
No more "That's not my job."
Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.
Capacity without the hiring squeeze
Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.
The outcome this role is built for
More settlements landing on time — because conditions are tracked and cleared proactively instead of discovered at the last minute.
What this role owns day to day
Core responsibilities
- Coordinate settlement bookings with lenders and solicitors
- Track and clear outstanding settlement conditions
- Prepare settlement figures and statements
- Keep all parties updated on settlement timing
Works inside
Reported on weekly
| Settlement readiness | Files ready ahead of booked date |
| On-time settlement rate | Settlements completed as scheduled |
| Condition-clearing turnaround | Speed of resolving outstanding conditions |
| Error rate | Settlement figure discrepancies |
Works your hours. Picks up the work.
Australian business hours
Aligned to your primary time zone and holiday calendar for day-to-day coverage.
9am–5pm style coverage, matched to your roster
Extended coverage
Stretch shift start/end times around settlement deadlines and month-end peaks.
Early-start or late-finish shifts, by agreement
Peak-season scaling
Additional dedicated resources during EOFY and peak refinance periods.
Scale up seats for seasonal volume, scale back down after
What "no that's not my job" looks like in practice: a condition sits with a party outside the usual process — a solicitor, a second lender — and it still gets chased until cleared instead of waiting for someone else to notice.
What stays with your authorised staff
No fund release or legal certification. Coordination and administration only — settlement authorisation remains with authorised local personnel.
The market backdrop for settlements hires
of Australian small businesses expected difficulty meeting financial commitments in June 2026.
Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.
of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.
Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.
The same skillset, in industries with their own paperwork-heavy pipeline
Strip away the lender-specific tools and this role is a recognisable shape: gather documents, verify them against a checklist, and move a case through defined stages against a deadline.
Doing this in-house with stretched staff, or paying a third party
- Settlement coordination competes with other priorities
- Conditions get missed until settlement day
- Communication between parties is inconsistent
A dedicated settlements officer, outsourced to us
- One resource whose only job is tracking settlements
- Reports to your own operations lead, not a third party
- Same Screenshot Monitor transparency, direct to you
Real Estate & Property Management
Property settlement coordination is a near-identical role in a different transaction type.
Trust accounting · CRMFinancial Services & Insurance
Policy activation and claims payout coordination share the same milestone-tracking shape.
Policy/claims systemsConstruction & Engineering
Contract close-out and final payment coordination mirrors settlement tracking closely.
Contract admin platformsProfessional Services & Consulting
Engagement close-out and final invoicing follow a similar milestone-and-condition tracking model.
Project/billing toolsNo guessing what this role worked on. Full sample report on the Mortgage Broking page →
Discovery, role design, and a candidate you interview yourself.
You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.
Questions about hiring a dedicated Settlements Officer
Ready to add this role to your team?
Tell us your settlement volumes and lender panel — we'll shortlist candidates against your actual task list.