Client Liaison Officer – Australian Mortgage

🔥 13 minutes ago

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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

• Manage the client journey from initial contact through to settlement • Deliver a smooth, well-supported experience by coordinating communication • Collect and validate documents, ensuring files progress efficiently through the pipeline • Contact inbound referrals using a structured approach • Qualify clients and book meetings for brokers • Act as the first point of contact and set clear expectations • Guide clients through document requirements • Collect and organise documents over a 5–7 day period • Validate basic requirements (e.g. in-date payslips, completeness) • Enter and maintain accurate client data in the CRM • Maintain accurate and up-to-date CRM records • Track file progress and follow up consistently • Ensure no applications stall due to missing information • Prepare complete and accurate files for submission • Manage handover to the credit analyst team • Support analysts with follow-ups and outstanding items • Notify clients of approval and guide next steps • Assist with final document collection • Support clients through to settlement

🎯 Requirements

• 3-5 years experience in AU mortgage broking or loan processing • Strong understanding of standard document requirements • Experience using Mercury CRM (essential – applications without this will not be considered) • Excellent communication skills (verbal and written) • High attention to detail and organisation • Ability to manage multiple files and follow up consistently • Proficiency in Microsoft Office, Teams, and SharePoint • Strong customer service mindset • Patient and persistent when working with clients • Process-driven and detail-focused • Takes ownership of tasks through to completion • Certificate IV in Finance and Mortgage Broking (nice to have) • Experience in a broker support or client service role (nice to have)