Assistant Mortgage Broker – Australian Mortgage

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Pear Tree.

WebsiteLinkedInAll Job Openings

1 - 10 employees

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

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.

📋 Description

• Assist brokers with end-to-end loan application processing • Prepare and package loan files for lender submission • Manage supporting documentation, including ID, income, credit checks, and serviceability documents • Conduct preliminary file checks for completeness and compliance • Liaise with lenders regarding updates, additional documents, and status tracking • Monitor loan milestones from application through settlement • Support pricing and valuations • Maintain and update broker CRM systems • Work within aggregator platforms such as ApplyOnline or equivalent systems • Ensure accurate data entry and record keeping • Track the loan pipeline and update status reports • Communicate professionally with brokers, lenders, solicitors, and other stakeholders by phone and email • Provide regular file updates to brokers • Ensure files meet aggregator and lender compliance standards • Maintain document integrity and version control • Follow company-specific processes and regulatory requirements • Prepare and organize files • Support brokers with ad hoc administrative tasks • Assist with post-settlement documentation and archiving

🎯 Requirements

• 2+ years’ experience in mortgage broking support or loan processing • Experience with Australian mortgage documentation and workflows • Understanding of aggregator systems • Hands-on experience in loan writing support or a mortgage assistant role • Experience using mortgage CRM systems • Experience with aggregator platforms • Proficiency in Microsoft Office, including Excel, Word, and Outlook • Strong document management skills • Ability to work with cloud-based tools • High attention to detail • Strong written and verbal English communication • Ability to follow structured processes • Self-managed and disciplined in a remote environment • Proactive problem-solving ability

🏖️ Benefits

• Remote work • Full-time schedule aligned with Australian hours • AU Holidays