Loan Processing, Client Liaison Specialist

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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 Lodgement & Management: • Data entry into Infynity / Metanoia and Apply Online • Prepare and manage electronic signing of all application forms • Submit completed loan applications to lenders • Chase clients for outstanding documents and ensure application completeness • Track all active applications and proactively monitor lender progress • Respond to MIRs (Missing Information Requests) — collect, compile, and submit to lenders • Keep clients informed throughout — application status, lender feedback, next steps • Liaise with conveyancers/solicitors and lenders' settlements teams • Carry deals through to settlement • Deal with Post-Settlement Enquiries • Handle inbound client enquiries professionally, with clear and warm English • Keep client interaction alive with timely outbound follow-ups • As you develop confidence in the role, you will take on credit analysis support to help our para-broker focus on scenario-building and BDM conversations • Review and relabel client documents (payslips, tax returns, statements, liabilities) • Identify gaps, inconsistencies, or red flags before submission • Add relevant client data into the Fact-Find • Run serviceability calculations independently • Support the para-broker in producing faster, higher-volume outcomes

🎯 Requirements

• Demonstrated experience in home loan submissions to multiple Australian lenders • Strong working knowledge of lender criteria, serviceability, and the end-to-end loan process • Prior experience inside an Australian mortgage broker or aggregator environment • Proficiency in Infynity, Metanoia, Apply Online, or equivalent broker software • Excellent written and spoken English — warm, professional, and client-ready • Highly organised, self-directed, and reliable under time pressure • Experience reviewing and assessing financial documents (payslips, tax returns, BAS, liabilities) is highly regarded • Familiarity with MIR management and lender settlement processes is highly regarded • Aspiration to grow into a credit analyst or para-broker equivalent role is highly regarded

🏖️ Benefits

• A clearly defined growth pathway — from loan processing into credit analysis • Direct mentorship from our senior para-broker and director • Stable, full-time remote employment with a committed Australian business • A supportive, no-nonsense team culture where results are recognised • Long-term opportunity for the right person who wants to genuinely build expertise in Australian mortgage broking