Loan Processor, Client Support – Australian Mortgage

🕒 June 17

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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

• Manage loan applications from enquiry through to settlement • Collect and follow up on outstanding client documents and supporting information • Prepare and manage loan submissions using Finsure CRM • Process applications with lenders and mortgage managers, including manual lodgement processes where required • Maintain accurate file notes, application records, and workflow tracking • Liaise with clients, lenders, solicitors, and third parties via phone and email • Coordinate closely with brokers to ensure applications progress efficiently • Monitor application milestones and proactively follow up outstanding requirements • Ensure all documentation meets lender, aggregator, and compliance requirements • Maintain high levels of accuracy and attention to detail across all files

🎯 Requirements

• Minimum 2 years' experience in Australian mortgage broking support, loan processing, or mortgage administration • Strong end-to-end loan processing experience (not solely general administration) • Previous experience using Finsure CRM • Solid understanding of Australian home loan products, lending processes, and documentation requirements • Experience managing multiple loan applications concurrently • Familiarity with Australian mortgage compliance standards and lender requirements • Comfortable working with both CRM-based and manual lender submission processes • **PREFERRED EXPERIENCE (NOT REQUIRED)**: • Experience supporting brokers within Australian aggregator environments • Exposure to commercial lending and asset finance/car loans • Experience with non-standard lenders and manual application processes • Client-facing phone support experience • Knowledge of lender servicing calculators and policy assessment processes