Mortgage Broker Support, AU

🔥 0 minutes ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Mortgage Broker

👻 Ghost score 12%

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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

• Send professional reminders and follow up with clients regarding outstanding information, documents and lender requirements. • Check received documents against outstanding requirements and update client files. • Keep clients informed of administrative next steps and escalate delays or concerns to the broker. • Prepare compliance and Best Interests Duty notes based on broker instructions. • Document research, discussions, product comparisons and supporting information. • Check compliance documents and disclosures, maintain orderly records, and identify missing or inconsistent information. • Enter client financial information into lender and aggregator serviceability calculators. • Research lender policies, compare servicing outcomes and document results for broker review. • Create, maintain and update client records and files in Mercury CRM. • Organize documents, notes, tasks, application information, file names and follow-up dates. • Prepare loan applications and enter information into ApplyOnline and lender systems. • Upload and label supporting documents, review applications for completeness, and submit after broker approval. • Record submission details and monitor lender updates and outstanding requirements. • Maintain accurate client marketing information and assist with approved communications through Mercury Marketing Hub. • Follow privacy, consent and marketing-communication requirements.

🎯 Requirements

• At least 4 years of mortgage-broking support, loan-processing or lending administration experience. • Practical experience supporting Australian mortgage brokers or working within the Australian lending industry. • Understanding of the Australian home-loan application process from initial data collection through to submission and assessment. • Experience entering client data into serviceability calculators accurately. • Ability to research and interpret lender policies and servicing requirements. • Experience preparing or maintaining mortgage-broking compliance documentation. • Understanding of Best Interests Duty requirements and the importance of accurate file notes. • Experience using Mercury CRM, ApplyOnline or comparable mortgage-broking platforms. • Strong attention to detail when reviewing client information and supporting documents. • Excellent written and spoken English with professional client-communication skills. • Ability to manage multiple client files, deadlines and follow-up requirements. • Strong judgement regarding when to resolve an administrative matter and when to escalate it to the broker. • High level of discretion when handling confidential personal and financial information. • Ability to follow established processes while identifying missing or inconsistent information. • Reliable internet connection and a professional home-office environment. • Ability to work Australian business hours. • Direct experience using Mercury Marketing Hub. • Experience supporting home loans, refinancing, investment lending and commercial finance applications. • Familiarity with a broad range of Australian lender policies and servicing calculators. • Experience preparing files for compliance reviews or audits.

🏖️ Benefits

• Dayshift - Australian Business Hours • Full time / WFH / Remote

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