Senior Mortgage Broker Assistant – AU Mortgage, MyCRM

🔥 6 minutes ago

🇵🇭 Philippines – Remote

💵 ₱89k / month

⏰ Full Time

🟠 Senior

✨ Mortgage Broker

👻 Ghost score 0%

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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

• Manage the end-to-end loan application process from submission to settlement • Prepare, review, and lodge loan applications with lenders • Conduct servicing calculations and preliminary assessments • Ensure loan files are complete, accurate, and compliant with lender and regulatory requirements • Track loan progress and proactively follow up with lenders, clients, conveyancers, and other third parties • Act as a primary point of contact for clients throughout the loan process • Provide clear, professional updates to clients regarding application status • Liaise with lenders, valuers, solicitors, and settlement agents • Support Mortgage Brokers with client appointments, documentation, and post-settlement follow-ups • Ensure compliance with NCCP, ASIC, and responsible lending obligations • Maintain accurate client records and documentation in CRM systems • Assist with audits, compliance checks, and process improvements • Stay up to date with lender policies, credit guidelines, and industry changes • Identify opportunities to improve workflows and operational efficiency • Mentor and support junior broker assistants where required • Contribute to the development of internal processes and best practices

🎯 Requirements

• Minimum 3–5 years’ experience as a Mortgage Broker Assistant or similar role within the Australian mortgage industry • Strong understanding of Australian lending products, policies, and processes • Experience working with multiple lenders and aggregators • High attention to detail and strong organisational skills • Excellent written and verbal communication skills • Ability to manage multiple loan files and meet deadlines • Proficiency in CRM systems and loan lodgement platforms • Certificate IV in Finance and Mortgage Broking or equivalent (desirable) • Experience supporting high-volume or complex loan portfolios (desirable) • Prior experience mentoring junior staff (desirable) • Proactive and solutions-focused • Client-centric mindset • Ability to work autonomously and as part of a team • Professional, reliable, and confidential in handling sensitive information

🏖️ Benefits

• 100% Remote work

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