Loan Application Specialist 4

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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

• Understanding lender requirements, application approval process. • Ensuring exceptional quality of data entry and loan packaging • Prioritising application submissions • Responding quickly to client needs and missing information requested by the lender • Gather more information required and rework to be minimised by getting application structured and submitted accurately • Enter information in CRM system (ApplyOnline, Mercury & BrokerEngine) • Prepare electronic or manual lodgement application forms • Prepare all NCCP documents & attach to customer’s CRM system • Collect and prepare all necessary documentation for the loan package • Review loan application documentation and identify non-compliant and missing information • Research applicant’s credit status and current financial position by reviewing their credit report and bank statements thoroughly • Ensure that the application is compliant with the established regulations and policies of the lender. • Order valuations and pricing discounts • Prepare supporting documents in a single loan file and lodge the application to the Lender • Complete quality control documentation/checklists • Prepare FHOG/FHLDS documentations • Prepare and administer Discharge Authority documentation • Maintain and improve Atelier Wealth’s internal systems & processes • Update Atelier Wealth’s CRM system (BrokerEngine)

🎯 Requirements

• Bachelor’s degree or tertiary education, preferably in Finance, Business Administration, Accounting, or a related field. • Experience: minimum 2-3+ years as Loan Application Specialist or similar; prior experience in mortgage processing, loan applications, or financial services. • Technical Skills: Experience using CRM systems such as ApplyOnline, Mercury, or BrokerEngine is an advantage. • Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation. • Communication skills – written & verbal English • Strong cognitive abilities – verbal, numerical and data interpretation • Ability to work in a team and with minimal supervision • Highly organized, results-focused, and capable of managing multiple loan files simultaneously. • Demonstrates initiative, accountability, and a proactive approach to resolving issues.