Mortgage Broker Assistant – 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

• Client Onboarding: Send fact find and document requests • Document Collection: Chase and verify all required documents • CRM Management: Maintain Broker Engine records and pipeline • Application Prep: Data entry and submission notes • Client Communication: Provide updates and follow-ups • Submission: Lodge deals with lenders • Lender Management: Follow-ups and conditions management • Settlement: Coordinate files through to completion • Pricing & Valuations: Run pricing requests and order valuations • Dropbox & Files: Manage Dropbox and document organisation

🎯 Requirements

• Proficient in Broker Engine — preferred, used daily for CRM, pipeline management and AOL lodgement • AOL proficiency to a high standard — must be able to lodge and manage applications independently without broker oversight • Exposure to NMB aggregator compliance software advantageous (niche system, rare but valued) • Credit awareness without being a credit analyst — able to identify red flags such as payslips missing YTD figures, bank statements outside acceptable age, or other document issues • Highly organised with ownership of the pipeline — proactively keeps all files moving through stages without being prompted • Capacity to lodge 1–2 applications per day (CRM and AOL) while managing all WIP files concurrently • Excellent communication skills — liaises with bank assessors for MIRs, chases documents from clients, provides status updates, and coordinates with conveyancers on settlement matters • Proactive problem-solver — anticipates issues and acts to keep deals progressing • Attention to detail — broker should not need to check work before submission • Strong time management — able to juggle and prioritise multiple files simultaneously • Process-driven approach to file management • Personable and client-centric — comfortable dealing with clients and bank contacts • Experience working independently with minimal supervision.