Mortgage Broker Assistant, myCRM Expert

🕒 April 22

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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

• Manage loan files end-to-end with minimal supervision, from application through to settlement. • Prepare compliant loan applications and drive deals through to settlement. • Conduct high-level bank statement analysis — accurately identifying income, expenses, dishonours, gambling patterns, and true living costs. • Perform credit checks, extract income data, and prepare detailed loan proposals. • Prepare and maintain key documentation including Game Plan documents and AOLs. • Accurately name, verify, and organise supporting documents in line with compliance requirements. • Update and maintain CRM records, including correct uploading, renaming, and version control of documents. • Liaise confidently with clients, lenders, and third parties throughout the loan process. • Coordinate post-settlement activities, including conducting annual reviews and liaising with internal and external stakeholders. • Issue and manage "Hello Book" documentation to support client onboarding. • Stay current with lender policies, credit guidelines, and industry trends. • Identify and implement process improvements to drive operational efficiency.

🎯 Requirements

• 5+ years of experience in mortgage broking or loan processing — Australian market experience strongly preferred (non-negotiable). • Proven track record of managing end-to-end loan lodgements independently with minimal supervision (non-negotiable). • Proficiency in using ApplyOnline or similar broker loan platforms. • Strong MyCRM experience — actively used within the last 12 months, with at least 2 years hands-on (non-negotiable). • Advanced bank statement analysis skills — ability to interpret complex financial behaviour, not just follow a checklist. • Demonstrated ability to manage a high-volume pipeline without compromising quality. • Strong working knowledge of loan packaging, servicing, pricing, and credit checks. • Experience across multiple lending products including home, commercial, equipment, and car loans. • Clear and confident communicator with strong problem-solving ability. • Highly organised with exceptional attention to detail and accuracy in data entry and document preparation. • Comfortable working independently within a small, accountable team. • Demonstrates initiative, accountability, and a proactive approach to resolving issues.