Mortgage Broker Assistant, Loan Processor

Pear Tree.

. Collect and audit client compliance documentation, including payslips, tax returns, bank statements, and identification .

Posted 9/18/2026full-timeRemote • PhilippinesJuniorMid-Level💰 ₱45,000 - ₱60,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Australian mortgage processing, including compliance documentation, serviceability assessments, and client relationship management. Proficient in using ApplyOnline and aggregator CRMs to ensure efficient loan application progression and maintain high standards of communication.

Highest-signal resume keywords

Australian Mortgage ProcessingApplyOnline ProficiencyClient Relationship ManagementAttention to DetailTime Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryServiceability AssessmentDocument ComplianceLoan Application MonitoringProperty Valuation Ordering

Soft Skills

Written CommunicationVerbal CommunicationOrganizational SkillsProactive Problem SolvingEmpathy

Tools & Technologies

Aggregator CRMsSalestrekkerMyCRMMercuryFlex

Certifications & Qualifications

Certificate IV in Financial ServicesDiploma in Finance and Mortgage Broking

Industry Keywords

NCCP GuidelinesLender ChecklistsCredit PoliciesBroker Support OperationsSelf-Employed Portfolios

About the role

Key responsibilities & impact

Collect and audit client compliance documentation, including payslips, tax returns, bank statements, and identification
Execute initial serviceability assessments
Accurately input data into aggregator CRMs
Submit complete application files via ApplyOnline
Monitor and drive loan applications from lodgement through unconditional approval and final settlement
Proactively clear Lender More Information Required requests and conditions
Order property valuations and resolve processing bottlenecks
Manage and triage the broker’s primary email inbox
Draft clear, professional client updates
Execute routine home loan reviews
Maintain client relationships through automated and high-touch milestone updates
Coordinate clients, lender credit assessors, solicitors, and real estate agents to ensure seamless file progression

Requirements

What you’ll need

Minimum of 2+ years of direct experience in Australian mortgage processing or broker support operations
Hands-on proficiency with ApplyOnline and leading Australian aggregator CRMs (e.g., Salestrekker, MyCRM, Mercury, or Flex)
Firm grasp of Australian lender checklists, serviceability metrics, desk-side credit policies, and NCCP guidelines
Exceptional written and verbal English communication skills, with demonstrated ability to manage client inbox delegation and push lender escalations effectively
Prior experience directly supporting a high-volume broker ($40M+ annual loan volume) (preferred)
Formal qualifications in Financial Services, such as Certificate IV or Diploma in Finance and Mortgage Broking (preferred)
Proven track record of successfully managing complex self-employed, commercial, or multi-property investor portfolios (preferred)
Meticulous attention to detail for document compliance and accurate data entry
Proactive ownership and ability to anticipate lender requests, eliminate pipeline stalls, and keep clients informed
Superior time-management and organizational skills to prioritize urgent lodgements and maintain daily pipeline flow
High empathy and professionalism in client interactions

Benefits

Comp & perks

AU working hours and holidays