Mortgage Broker Assistant, MyCRM, BrokerEngine

🕒 May 20

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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

• End-to-End Loan Processing: Manage the lifecycle of loan applications from initial data entry through to settlement, ensuring all documentation is accurate and compliant. • CRM & Pipeline Management: Maintain and update client records within MyCRM and Broker Engine, ensuring the pipeline is organized and milestones are met. • Lender Liaison: Act as the primary point of contact for lenders and credit assessors to track application status, resolve queries, and expedite approvals. • Client Communication: Provide regular, proactive updates to clients throughout the application process, maintaining our firm's reputation for transparency and exceptional service. • Compliance & Quality Control: Perform thorough reviews of supporting documents (payslips, bank statements, etc.) to ensure they meet specific lender credit policies and internal standards. • Administrative Support: Assist Brokers with the preparation of Compliance Documents (SOCA/NCCP) and help streamline office workflows to increase efficiency.

🎯 Requirements

• Experience: 2–3 years of experience in a Loan Processing or Mortgage Broker Support role within the Australian mortgage industry. • Software Proficiency: Demonstrated expertise in both MyCRM and Broker Engine. This is a non-negotiable requirement for this role. • Technical Knowledge: A strong understanding of the end-to-end residential lending process and current compliance requirements (NCCP). • NICE TO HAVE (not required): • Education: Certificate IV in Finance and Mortgage Broking (preferred) or equivalent industry experience.