Loan Processor – Australian Mortgage

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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

• Collect, organise, and verify client documents (ID, income, liabilities, etc.). • Enter and update client data in CRM, AOL and lender platforms. • Prepare application files for broker review prior to submission. • Track application progress and liaise with lenders for status updates. • Manage upcoming settlement to meet deadlines. • Maintain accurate digital filing and compliance documentation. • Be across the industry compliance obligations and changes. • Support the broker with managing inbound enquiries and maintain the broker’s calendar. • Prepare client onboarding documents, fact‑find forms, and follow‑up communications. • Provide timely updates to clients, lenders, and referral partners. • Assist with post‑settlement follow‑ups and client retention activities (rate reviews).

🎯 Requirements

• Previous experience (minimum 2+ years) as a virtual assistant and loan processor. • Previous experience with Mercury and AOL systems • Proficiency with CRM systems, cloud storage, and productivity tools (e.g., Microsoft 365, Google Workspace). • Strong understanding of mortgage broking processes and lender requirements. • Excellent written and verbal communication skills. • High attention to detail and strong organisational ability. • Ability to manage multiple tasks and deadlines independently. • Proactive and solutions‑focused. • Reliable, trustworthy, and able to handle confidential information. • Calm under pressure with a client‑first mindset. • Strong initiative and willingness to learn. • Professional, friendly, and aligned with the broker’s service values.