Broker Support VA

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Pear Tree.

WebsiteLinkedInAll Job Openings

1 - 10 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

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.

📋 Description

• Application Management: Assist in the end-to-end processing of residential and commercial loan applications using Connective (Mercury/MyCRM). • Data Entry & Integrity: Accurately input client data and financial information into CRM systems and lender portals, ensuring all documentation meets compliance standards. • Document Verification: Collect, review, and organize supporting documents (pay slips, tax returns, bank statements) to ensure applications are "investor-ready" before submission. • Liaison: Coordinate with lenders, solicitors, and clients to track the progress of applications and resolve any outstanding conditions or "push-backs" promptly. • Client Engagement: Maintain proactive communication with clients, providing regular updates on their application status to ensure a world-class customer experience. • Administrative Excellence: Utilize Microsoft Office Suite (Word, Excel, Outlook) to manage schedules, generate reports, and maintain organized digital filing systems. • Continuous Improvement: Work under the mentorship of senior staff to refine processes and stay updated on Australian lending policies and NCCP/BID requirements.

🎯 Requirements

• Education: Minimum of a Bachelor’s Degree in a relevant field (Business, Finance, or Commerce preferred). • Experience: At least 1 year of Virtual Assistant (VA) experience is required. While Australian mortgage broking experience is highly preferred, general VA experience with a strong administrative background will be considered. • Technical Skills: High proficiency in Microsoft Office (specifically Excel and Word) and a quick learner of new CRM software. • Communication: Exceptional written and verbal English communication skills, with a background in customer service. • Location & Reliability: Must be based in Cebu and able to commit to Perth business hours consistently. • Preferred Skills (nice to have): • Industry Tools: Prior experience using Connective (Mercury or MyCRM) is a significant advantage. • Industry Knowledge: Familiarity with the Australian mortgage industry, including basic knowledge of lenders and loan structures. • Certifications: A Cert IV in Finance and Mortgage Broking is a plus but not mandatory. • Soft Skills: High attention to detail, strong organizational skills, and the ability to work independently in a fast-paced environment.