Mortgage Broker Assistant, Loan Processor

🔥 1 minute ago

🇵🇭 Philippines – Remote

💵 ₱45k - ₱60k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Mortgage Loan Processor

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of Pear Tree.

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

• Collect and audit client compliance documentation, including payslips, tax returns, bank statements, and identification • Execute initial serviceability assessments • Accurately input data into aggregator CRMs • Submit complete application files via ApplyOnline • Monitor and drive loan applications from lodgement through unconditional approval and final settlement • Proactively clear Lender More Information Required requests and conditions • Order property valuations and resolve processing bottlenecks • Manage and triage the broker’s primary email inbox • Draft clear, professional client updates • Execute routine home loan reviews • Maintain client relationships through automated and high-touch milestone updates • Coordinate clients, lender credit assessors, solicitors, and real estate agents to ensure seamless file progression

🎯 Requirements

• Minimum of 2+ years of direct experience in Australian mortgage processing or broker support operations • Hands-on proficiency with ApplyOnline and leading Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex) • Firm grasp of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines • Exceptional written and verbal English communication skills, with demonstrated ability to manage client inbox delegation and push lender escalations effectively • Prior experience directly supporting a high-volume broker ($40M+ annual loan volume) (preferred) • Formal qualifications in Financial Services, such as Certificate IV or Diploma in Finance and Mortgage Broking (preferred) • Proven track record of successfully managing complex self-employed, commercial, or multi-property investor portfolios (preferred) • Meticulous attention to detail for document compliance and accurate data entry • Proactive ownership and ability to anticipate lender requests, eliminate pipeline stalls, and keep clients informed • Superior time-management and organizational skills to prioritize urgent lodgements and maintain daily pipeline flow • High empathy and professionalism in client interactions

🏖️ Benefits

• AU working hours and holidays

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🇵🇭 Philippines – Remote

💵 ₱60k - ₱90k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Mortgage Loan Processor