Mortgage Broker Support, Loan Processor

🔥 5 minutes ago

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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

• Client File Management • - Create and maintain client files (opportunities and contacts) in CRM • - Enter solicitor/conveyancer details in CRM • - Approve and rename documents • - Record detailed file notes • - Update application statuses • - Ensure files are complete before progressing • Document Collection & Review • - Check documents have been received • - Review documents for completeness • - Check identification documents meet lender requirements (additional ID requirements for Scheme Loans) • - Enter Drivers Licence details in CRM • - Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct) • - Update account balances and liabilities based on the statements received • - Follow up missing documentation • - Note outstanding documents in the CRM, so that updated documents can be requested • - Review statements for undisclosed liabilities or re-occuring expenses • Loan Processing Support • - Enter client information into CRM and lender systems ,mercury and AOL. • - Prepare loan application data in CRM for broker review • - Assist with preparing loan submissions in Apply Online for broker approval and lodgement • - Upload supporting documents to the lodgement portal (AOL) • - Complete compliance in CRM based on Appointment notes • - Complete lender checklists • - Order valuations • - Upload valuation reports to CRM • - Pricing requests & escalations • Application Tracking • - Monitor application progress • - Track lender turnaround times • - Follow up outstanding lender requirements • - Monitor outstanding conditions • - Update brokers on application progress • Settlement Support • - Monitor settlement dates • - Assist with settlement bookings • - Follow up outstanding settlement documents • - Confirm required documents have been returned • - Update CRM following settlement • - Review loan offers to ensure they have been completed with no errors • General Administration • - Assist with general administrative tasks as directed. • - Monitor shared inboxes. • - Help create marketing materials through CANVA. • - Request signatures and merge documents through Adobe

🎯 Requirements

• - Previous experience supporting an Australian mortgage broker • - Strong understanding of Australian residential lending processes • - Excellent written and verbal English communication skills • - High attention to detail (spotting undisclosed liabilities, auditing ID documents) • - Ability to work independently and meet deadlines • - Strong organisational and time management skills • - Hands-on experience with Connective Mercury and ApplyOnline (AOL) is required • - Proficiency with Microsoft Excel, Google Workspace, Adobe, and Canva

🏖️ Benefits

• Why Join Us? ** • You will partner directly with an incredibly supportive, highly organized industry leader. This is a collaborative, stable environment where your processing expertise will have a direct impact on the business's daily success.