Client Liaison Officer, Australian Mortgage

🕒 June 25

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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

• Lead Revival & Triage: Proactively engage and re-activate high-volume inbound leads that did not connect during the initial automated or automated outreach cycles. • Consultation Scheduling: Take complete command of discovery conversations to pre-qualify prospective borrowers, address initial inquiries, and secure high-value consultation bookings for the senior brokerage team. • End-to-End Document Chase: Coordinate closely with senior brokers to track down and collect outstanding client documentation via a strategic mix of phone calls, professional emails, and SMS outreach. • Relationship Management: Maintain an authoritative, direct, and professional tone with clients, keeping them informed, engaged, and accountable to prevent pre-lodgement bottlenecks. • Strategic Credit Progression: Master the firm’s proprietary assessment methodologies to gradually assume more responsibility for writing the deal.

🎯 Requirements

• Mortgage Industry Track Record: Proven client-facing experience working directly within an Australian mortgage brokerage environment is mandatory. • Credit & Lending Literacy: A deep, practical understanding of residential lending, with a strong preference for candidates experienced in dealing with complex self-employed files, non-standard income structures, and multi-property portfolios. • Communication Command: Absolute mastery of the English language with high-level professional fluency and a clear, direct delivery. Must possess the confidence to control a conversation, drive it to a clear objective, and cut through noise. • Australian Market Familiarity: Extensive experience working successfully with Australian clients, demonstrating a sharp understanding of local market nuances and professional cultural expectations. • Pipeline Tenacity: Outstanding organizational skills with a relentless, proactive approach to following up and managing high volumes of client touchpoints. • PREFERRED SKILLS (nice to have): Experience utilizing standard Australian broker tools, dialing systems, and pipeline-management CRMs (e.g., BrokerEngine, Salesforce, Mercury, etc.).