Mortgage Broker Assistant / Loan Processor

🕒 July 1

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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

• Finalize lender selections based on client needs and loan strategy • Perform accurate funding calculations • Maintain data accuracy and submit notes in CRM systems, using AI tools where possible (target: min. 2 files/day) • Provide lender servicing support and familiarize yourself with key bank policies • Manage the ApplyOnline (AOL) loan submission process • Handle SMSF structures and self-employed loan applications • Assess income documentation — review payslips, company and individual tax returns • Conduct lender file follow-ups and track progress • Flexibly support ad-hoc tasks and multitask effectively during shifts • Assist with back-book client management (advantageous but not mandatory) • Follow the client review process end-to-end, beyond just scheduling meetings • Communicate with clients primarily via email (no outbound calling required) • Maintain professionalism with clients and internal teams; positive energy and a collaborative attitude are essential • Participate on regular team Zoom calls for updates and team-building

🎯 Requirements

• Minimum 2 years’ experience of relevant experience • Proficient with MyCRM and ApplyOnline • Strong skills in Microsoft Excel and Word, including spreadsheet creation • Excellent attention to detail, especially with data entry and documentation • Ability to multitask and work independently • Proactive problem-solver with a positive, engaging team presence