The job description
Replace the bracketed fields and keep the duties that match your actual workflow.
- Organisation
- [Organisation name]
- Location & work model
- [Location; onsite, hybrid or remote]
- Employment type & hours
- [Employment type, weekly hours and time-zone overlap]
- Remuneration
- [Confirmed pay range, currency, superannuation and any incentive terms]
- Reports to
- [Named manager; suggested position: Settlement team leader or brokerage operations manager]
- Systems & access
- [Approved systems, records and access scope]
- Authority & supervision
- [Permitted tasks, decisions, reviewer and escalation route]
- Required qualifications
- [Employer-confirmed licences, registrations, training or accreditations]
About the organisation
[Describe the actual business, team and customers in two or three factual sentences.]
Role purpose
Coordinate the administrative steps between formal approval and settlement, keeping dates, conditions and stakeholders aligned.
Key responsibilities
- Track formal approval conditions and outstanding settlement documents.
- Coordinate factual updates with lenders, brokers, clients and settlement contacts.
- Maintain a clear settlement checklist and critical dates.
- Confirm completion and hand the file to the post-settlement team.
- Keep confirmed dates separate from requested or provisional settlement times.
- Record last-minute changes and route payment-detail concerns through approved verification procedures.
Essential capabilities
- Experience with Australian mortgage settlement workflows.
- Strong task coordination and comfort working to fixed deadlines.
- Accurate document handling and timely escalation of exceptions.
Useful experience
Settlement checklists · Lender portals · Stakeholder liaison · Workflow management. Keep these desirable rather than essential unless the work requires them on day one.
Working relationships
Brokers, lenders, conveyancing contacts and clients. Confirm the actual owners and handoff routes.
How to apply
[Application route, closing date, contact and any adjustment request process.]
We assess candidates against the role-relevant criteria and use a fictional work sample.
What good looks like.
Agree the pace, reviewer and measures with the person you hire.
Learn milestone tracking and approved external communication channels.
Maintain an accurate settlement diary and communicate verified readiness updates.
Review delayed settlements and improve one recurring coordination handoff.
Look for evidence of the work.
Use these prompts to understand the candidate's judgement, accuracy and communication.
- A settlement date changes and two parties have different readiness information. How do you reconcile and communicate the update?
- Describe a relevant piece of work, the checks you used and what you did when the instructions or evidence were incomplete.
- How would you organise competing deadlines, record your decisions and escalate a risk to the next handoff?
A practical work sample
Prepare a settlement action schedule from a fictional diary with unresolved conditions and conflicting dates. Identify the sources to confirm before communicating readiness.
Use fictional information and the same instructions for shortlisted applicants. Agree adjustments and timing beforehand. Score accuracy, reasoning, communication and appropriate escalation; this exercise should not produce live client work.
Before you post.
- Replace every bracketed field with the actual employer, working arrangement and pay terms.
- Choose the duties the role will really own; remove unrelated tasks and separate essential from trainable skills.
- Confirm the task authority, supervision, qualifications and access with the responsible employer or licensee.
- Check pay and conditions against the applicable employment requirements before advertising.
- Use the same role-relevant selection criteria and fictional work sample for shortlisted applicants; invite adjustment requests.
- Name the reviewer and agree realistic first-90-day outcomes before the person starts.
Credit authority and appointment
Confirm the actual activities and appointment arrangement with your licensee. ASIC explains that employee and contractor arrangements can differ; a job title does not settle the scope. ASIC guidance
Pay and advertised conditions
Use confirmed pay terms and check the applicable minimum entitlements before publishing the advertisement. Fair Work Ombudsman guidance
A clear hiring process
Confirm the employment arrangement, duties and working conditions as part of preparing the role. Fair Work Ombudsman guidance
Information and access
Agree how personal information will be handled and the records and systems the role may access. OAIC guidance