Senior Loan Processor, AU Mortgage

🔥 52 minutes ago

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Pear Tree.

WebsiteLinkedInAll Job Openings

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 loan applications from initial document collection through to settlement. • Review and analyze complex income documents—including personal tax returns, company financial statements, ATO notices of assessment (NOA), and profit & loss statements. • Fact-check data, run calculations, and ensure files comply with Best Interest Duty (BID) and lender requirements. • Package and submit clean, fully documented loan applications to lenders via ApplyOnline / LIXI. • Actively track, manage, and clear lender MIRs (More Information Required) to push applications swiftly through to formal approval. • Conduct proactive rate reviews and lodge repricing requests with existing lenders to ensure clients maintain competitive interest rates. • Pull regular portfolio reports to identify clients due for annual reviews or fixed-rate expiry follow-ups. • Draft and send templated client emails regarding pricing outcomes, rate changes, and refinancing opportunities. • Maintain accurate CRM data and status updates within Connective Mercury / Nexus. • Assist in organizing client reviews and booking follow-up appointments for the Principal Broker. • Collaborate with the Principal Broker to document, refine, and optimize repeatable processing workflows using video (Loom) and modern AI tools.

🎯 Requirements

• Minimum 2+ years of direct experience in Australian residential mortgage loan processing. • Proven ability to read and analyze self-employed income documents, including business financial statements and complex tax returns. • Proficiency with Connective CRM tools (Connective Mercury or Connective Nexus platform experience highly preferred). • Deep understanding of Australian lender policies, ApplyOnline, and standard broking compliance (BID). • Exceptional written and verbal English communication skills (comfortable drafting client-facing emails and liaising with Australian lender BDMs/credit assessors). • Self-directed mindset: able to problem-solve independently and operate effectively in a lean, fast-moving environment. • Prior experience handling SMSF (Self-Managed Super Fund) mortgage applications or exposure to commercial/asset finance files (Nice-to-Haves).

🏖️ Benefits

• Future Growth: Opportunity to expand into broader support functions and leadership as the business adds further processing support down the line. • Modern Workstyle: Direct access to the Principal Broker, asynchronous video training (Loom), and leverage of AI tools to streamline repetitive task friction. • Competitive Compensation: Competitive offshore salary packaged based on relevant Australian broking experience. • Stability: Stable, long-term full-time role aligned with standard Australian business hours.