Credit Analyst – Mortgage Broker Assistant

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3 days ago

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Pear Tree.

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Recruitment • HR Tech • B2B

Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows.

1 - 10 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

📋 Description

• Manage client documentation — download, rename, and accurately file all required records. • Review and analyze financial documents to prepare Credit Analysis and assessment reports. • Support the preparation of loan product shortlists, recommendations, and pricing requests. • Communicate with clients to send summaries, instructions, and digital forms for signing via Adobe Sign. • Coordinate with the loan processing team (X-Source) to finalize and review applications for submission. • Draft compliance notes and recap emails from client meetings to ensure accurate records. • Assist in maintaining clear, professional client communication and provide updates throughout the loan process. • Gradually take on broader responsibilities, including client meetings and post-settlement repricing support.

🎯 Requirements

• Proven experience in mortgage processing, loan administration, or credit analysis. At least 2+ years of experience in related fields or roles. • Experience reviewing and verifying financial and employment documents, including tax returns, payslips, employment contracts, and similar supporting records. • Ability to identify and differentiate Australian companies and entities as they appear on bank statements (e.g., AGL vs. TAB). • Knowledge of key Australian lenders and the ability to distinguish between them (e.g., Money3 vs. Macquarie). • Must have strong proficiency in Mercury CRM (including Client Centre & Open Banking), Quickli, Adobe PDF/Adobe Sign. • Excellent English written and verbal communication skills; confident in handling client correspondence. • Strong understanding of financial documents and credit assessment principles. • Independent thinker, proactive problem solver, and eager learner capable of understanding business goals beyond process tasks. • A fast learner with initiative — able to think critically and understand the “why” behind each task.