Mortgage Broker Assistant – Loan Processor

🔥 2 minutes ago

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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

• Prepare and package home loan applications for submission to lenders • Collect, review, and organise client supporting documents • Ensure loan files meet lender and compliance requirements • Maintain accurate and up to date application records in CRM • Track loan progress from submission through to settlement • Complete home loan health checks for existing home loan clients • Manage broker inbox and client communication via Outlook • Draft and format documents in Word including loan application summaries • Follow up with lenders and stakeholders regarding outstanding requirements • Organise settlement gifts for clients

🎯 Requirements

• Strong proficiency in Microsoft Office (Outlook, Word, Excel) • Excellent attention to detail and numerical accuracy • Strong and confident written English communication skills • Highly organised with the ability to manage multiple loan files • Ability to work independently in a remote environment • Previous experience working with an Australian mortgage broker or brokerage (ideally at least 12 months experience) • Familiarity with Australian lending processes and documentation • Experience using Connective’s Mercury CRM • Background in mortgage processing, banking, finance, or credit administration

🏖️ Benefits

• Remote/WFH set up • AU Business Hours