Pear Tree.
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.
Part-Time Mortgage Broker Assistant – AU Mortgage
🔥 0 minutes ago
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Pear Tree.
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 client loan applications proactively in ApplyOnline from submission through to formal approval and settlement. • Perform rigorous serviceability assessments utilizing lender-specific calculators or Quickli, ensuring figures are accurate and ready for the broker’s immediate reliance without re-checking. • Evaluate complex financial documentation, including bank statements, tax returns, salary-sacrificed structures, and novated leases, adjusting calculations for lender-specific policy variations. • Formulate strategic recommendations regarding optimal loan structures, LVR exposure, and packaging options to prevent unnecessary cross-collateralization. • Prepare client-facing "Game Plans" and strategic documents, translating complex internal broker and banking terminology into plain, highly professional language. • Liaise directly with lenders and BDMs to resolve conditional approval hurdles, request pricing discounts, and clarify policy exceptions. • Order valuations, prepare discharge forms, and accurately manage rate-lock confirmations to ensure seamless transaction timing. • Conduct extensive policy reviews across national schemes, first-home-buyer grants, state-specific concessions, and postcode-based restrictions. • Uphold strict compliance standards and adhere to robust cybersecurity and privacy policies to protect sensitive financial data. • Draft high-quality Statements of Advice (SOAs) and complete financial planning administrative tasks directly supporting the Director’s financial planning practice.
🎯 Requirements
• Experience: 3 to 5+ years of direct, hands-on experience in Australian mortgage broking support or loan processing. • Technical Expertise: Comprehensive understanding of Australian lending fundamentals, including LVR, stamp duty/purchase cost separations, and the precise mechanical difference between offset accounts and redraw facilities. • Tool Proficiency: Proficient in major Australian lender serviceability calculators. Comfortable utilizing AI productivity tools ethically to support, but not replace, your own analytical judgment. • Communication: Exceptional verbal and written English communication skills, with a proven ability to write professional, client-friendly strategy documents. • Preferred Skills & Experience (Nice to Have): • Candidates who bring genuine paraplanning experience in addition to the mortgage broking must-haves above are highly sought and will be considered for an expanded, full-time role covering both mortgage broking support and paraplanning support! • Direct hands-on experience with the LMG (Loan Market) aggregator network and MyCRM system. • Prior exposure to complex lending files, including SMSF, Bridging, and Investment lending. • A strong interest or experience in workflow optimization and business automation.
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