Mortgage Broker Assistant

🔥 3 hours ago

🇵🇭 Philippines – Remote

💵 ₱600k - ₱720k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Mortgage Broker

👻 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

• Manage end-to-end residential loan files from handover through settlement • Collect, review, and upload client documentation • Prepare and submit loan applications via Apply Online (AOL) • Track application progress and chase outstanding conditions • Communicate with clients, lenders, and stakeholders to resolve issues • Maintain records in Mercury and Connective • Support SMSF loan processing and documentation once the residential workflow is established • Assist with reactivating existing SMSF clients • File and attach client data and Biz-Consultings data in Nexus via email • Run refinance outreach campaigns • Reactivate dormant referral partner relationships • Perform ad hoc administrative tasks to reduce the Hiring Manager's workload

🎯 Requirements

• Hands-on experience with Connective (aggregator platform) • Hands-on experience with Nexus Mercury (loan processing / CRM system) • Hands-on experience with Apply Online (AOL) • Solid understanding of the Australian residential mortgage process, end to end • Ability to identify discrepancies or missing information from checklists • SMSF loan assessment and processing experience is a strong plus • Prior experience working directly with one mortgage broker is a strong plus • Understanding of self-employed structures, individuals, and complex structures is a strong plus • Proactive, coachable, autonomous, reliable, and detail-oriented working style • Strong written communication in English • Ability to work at pace, manage deals at different stages, and adapt to change • Ability to ask for help when needed and escalate blockers early

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