Mortgage Broker Assistant

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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

• Verify and review client income documentation, credit reports, and supporting information. • Order and track property valuations, pricing, and other lender-related requirements. • Complete servicing calculators and prepare product comparisons. • Structure funding positions and assess client living expenses. • Prepare detailed broker notes and maintain accurate loan files. • Calculate borrowing capacity and assist in preparing compliance documents. • Respond to lender requests, including minor MIRS (Mortgage Information Requests). • Manage files through all stages — from pre-assessment to settlement. • Liaise with clients to collect missing documents or clarify information. • Communicate with lenders, solicitors, and other stakeholders to ensure timely progress. • Provide updates to brokers and clients on application status. • Maintain professional and proactive client communication throughout the process. • Track loan progress, delivery dates, and application follow-ups. • Manage email and phone correspondence for the broker. • Update CRM systems, client records, and internal trackers. • Support sales representatives with administrative tasks as required. • Prepare reports, summaries, and pipeline updates for management. • Bonus ad hoc task: can manage social media for the business

🎯 Requirements

• Experience: Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). Minimum 1-2 years of experience in mortgage processing, lending, or financial services. • Experience with Australian lenders and mortgage products (required). • Technical Skills: Familiarity with broker systems and loan platforms (Mercury, ApplyOnline) • Strong understanding of loan structures, banking, and finance principles. • Attention to Detail: Strong attention to detail and accuracy in data entry and document preparation. • Exceptional communicator: articulate, polished, and personable in both written and verbal interactions

🏖️ Benefits

• Competitive salary based on experience and skill set • 100% remote role — work from home anywhere in the Philippines • Paid local holidays aligned with the Australian business calendar • Opportunities for training and professional growth • Work directly with a supportive Australian team — no agency middleman • Long-term engagement with a stable and growing business