Settlement Specialist
Core
Manage post-approval tasks to ensure fast and exceptional settlements for digital home lending customers, including document verification, condition checks, and disbursements.
Role type
Settlement Specialist (Digital Lending)
Builds
Digital home loan settlement process
Domain
Financial Services / Mortgage Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Mortgage document knowledge, settlement process expertise, customer service, problem-solving, digital communication, autonomous work
Preferred skills
Home lending experience, PEXA system proficiency, retention discussion skills
Technologies
PEXA
Responsibilities
Follow up on loan documents and verify settlement conditions, Resolve settlement shortfalls and complete disbursements, Liaise with Assessment Team and third-party Settlement Agents, Monitor pipeline to ensure daily settlements happen on time, Conduct retention discussions and communicate product offering, Suggest improvements to enhance service delivery and efficiency
Seniority
Individual Contributor