Loan Processor, Broker Assistant

Pear Tree.

. Prepare and lodge pricing requests with lenders on clients’ behalf .

Posted 9/25/2026full-timeRemote • PhilippinesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing residential loan submissions through Apply Online (AOL) while maintaining strong communication with clients and lenders. Proficient in the Australian residential mortgage process, including pricing requests, valuations, and serviceability assessments.

Highest-signal resume keywords

Apply Online (AOL) ProficiencyAustralian Residential Mortgage ProcessTemplated Loan Submission PreparationClient Communication SkillsExperience with Finsure Aggregator Network

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Residential Loan SubmissionsServiceability AssessmentDeal StructuringValuation TrackingDocument Management

Soft Skills

Proactive Problem SolvingDetail-OrientedStrong Written CommunicationClient Relationship Management

Industry Keywords

Australian Mortgage BrokerPara-Broking TasksRefinancing OpportunitiesClient Systems Management

About the role

Key responsibilities & impact

Prepare and lodge pricing requests with lenders on clients’ behalf
Order and track valuations, following up with lenders and valuers
Enter and maintain client and loan data in Apply Online (AOL)
Pre-fill templated loan submissions for client review and sign-off
Track application progress and outstanding conditions through approval and settlement
Follow up on clients’ outstanding documents
Communicate with clients, lenders and other stakeholders to resolve issues
Maintain accurate records across client systems
Progress toward deal structuring, serviceability assessment and scenario preparation as capability develops
Support review of complex files and preparation of recommendations as a future growth path
Organise client files and documentation
Support outreach to existing clients regarding opportunities such as refinancing
Perform ad hoc administrative tasks

Requirements

What you’ll need

Hands-on experience with Apply Online (AOL) for residential loan submissions
Solid understanding of the Australian residential mortgage process, end-to-end, including pricing requests and valuations
Excellent spoken and written English, with the confidence to speak directly with Australian clients, lenders and valuers by phone and video call
Minimum 2+ years of experience
Comfortable preparing templated loan submissions accurately and efficiently
Prior experience working directly with an Australian mortgage broker (strong plus)
Experience within the Finsure aggregator network or a similar aggregator platform (strong plus)
Early exposure to para-broking tasks, including serviceability assessment and Quickli deal structuring (strong plus)
Proactive and confident, owning each file end to end without constant direction
Ability to flag missing documentation and chase clients directly
Ability to escalate blockers early
Comfortable simplifying workflows and consolidating updates
Reliable and detail-oriented, with strong written communication in English

Benefits

Comp & perks

Competitive, market-rate compensation based in the Philippines
AU Working Hours (Dayshift)