Pear Tree.
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.
Loan Processor
🔥 0 minutes ago
Where this job comes from
Posted on Pear Tree.'s careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago
Pear Tree.
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
• Support administration of loan applications from onboarding through settlement. • Collect, organise and check client documents against application requirements. • Follow up missing or outdated income, identity, asset and liability information. • Prepare complete application files for broker review. • Assist with application data entry and lender submission preparation. • Track application progress, outstanding conditions and key dates. • Maintain accurate client, contact and application records in InFynity (Finsure). • Update application stages, notes, tasks and follow-up dates. • Organise digital client files and supporting documents. • Establish consistent CRM and file-management processes. • Identify missing information or record discrepancies and raise them promptly. • Follow up with lenders regarding application status, requirements and next steps. • Coordinate information and documents with clients and relevant parties as directed by the broker. • Monitor lender conditions and follow up requests within required timeframes. • Keep the broker informed of progress, delays and potential issues. • Provide clients with administrative updates using approved instructions and messaging. • Track applications through approval, documentation and settlement milestones. • Confirm documents and records are complete before closing files. • Assist with post-settlement administration and client follow-up. • Maintain clear records of actions and communications. • Credit assessment, loan structuring and lending recommendations remain with the broker.
🎯 Requirements
• InFynity (Finsure) CRM — essential • Email and digital document-management tools • Spreadsheets and task trackers, as required • Ability to learn and help document new workflows as additional systems are introduced • Experience processing mortgage or finance applications. • Strong administrative coordination and document-management skills. • Experience using InFynity (Finsure) or confidence learning it quickly. • High attention to detail and accuracy when handling financial and personal documents. • Strong organisation and ability to track multiple applications and deadlines. • Professional written and spoken English. • Confidence following up with clients and lenders. • Ability to work independently, keep the broker informed and escalate issues promptly. • Good judgement when handling confidential client information. • Experience supporting an Australian mortgage broker or finance business. • Familiarity with home loan, refinance, construction, commercial or asset finance applications. • Experience managing application conditions through to settlement. • Go High Level experience (for future lead generation management)
🏖️ Benefits
• 100% Work From Home – no daily commute, office attendance or relocation. • Independent Contractor Arrangement – an opportunity to work independently under a service engagement rather than traditional employment. • Professional Autonomy – candidates provide their own home-office setup and manage their working environment. • Australian Business Exposure – direct experience supporting an Australian mortgage and finance broker. • Potential Tax Efficiency and Competitive Professional Fee
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