Mortgage Broker Support, AU

Pear Tree.

. Send professional reminders and follow up with clients regarding outstanding information, documents and lender requirements.

Posted 9/17/2026full-timeRemote • PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage-broking support and loan processing, with a strong understanding of the Australian home-loan application process and compliance documentation. Proficient in managing client records and communications while ensuring adherence to Best Interests Duty and privacy requirements.

Highest-signal resume keywords

Mortgage-Broking Support ExperienceCompliance Documentation PreparationMercury CRM ProficiencyServiceability Calculator Data EntryAustralian Lending Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingClient Data EntryCompliance DocumentationDocument ReviewFile ManagementResearch and Interpretation of Lender PoliciesApplication PreparationAttention to DetailBest Interests Duty UnderstandingMortgage Compliance Reviews

Soft Skills

Professional Client CommunicationJudgement in Administrative MattersAbility to Manage Multiple Client FilesDiscretion with Confidential InformationOrganizational Skills

Tools & Technologies

Mercury CRMApplyOnlineMercury Marketing HubServiceability CalculatorsLender Systems

Industry Keywords

Australian Lending IndustryHome LoansRefinancingInvestment LendingCommercial Finance ApplicationsBest Interests DutyCompliance RequirementsClient Marketing InformationPrivacy and Consent RegulationsMortgage-Broking Platforms

About the role

Key responsibilities & impact

Send professional reminders and follow up with clients regarding outstanding information, documents and lender requirements.
Check received documents against outstanding requirements and update client files.
Keep clients informed of administrative next steps and escalate delays or concerns to the broker.
Prepare compliance and Best Interests Duty notes based on broker instructions.
Document research, discussions, product comparisons and supporting information.
Check compliance documents and disclosures, maintain orderly records, and identify missing or inconsistent information.
Enter client financial information into lender and aggregator serviceability calculators.
Research lender policies, compare servicing outcomes and document results for broker review.
Create, maintain and update client records and files in Mercury CRM.
Organize documents, notes, tasks, application information, file names and follow-up dates.
Prepare loan applications and enter information into ApplyOnline and lender systems.
Upload and label supporting documents, review applications for completeness, and submit after broker approval.
Record submission details and monitor lender updates and outstanding requirements.
Maintain accurate client marketing information and assist with approved communications through Mercury Marketing Hub.
Follow privacy, consent and marketing-communication requirements.

Requirements

What you’ll need

At least 4 years of mortgage-broking support, loan-processing or lending administration experience.
Practical experience supporting Australian mortgage brokers or working within the Australian lending industry.
Understanding of the Australian home-loan application process from initial data collection through to submission and assessment.
Experience entering client data into serviceability calculators accurately.
Ability to research and interpret lender policies and servicing requirements.
Experience preparing or maintaining mortgage-broking compliance documentation.
Understanding of Best Interests Duty requirements and the importance of accurate file notes.
Experience using Mercury CRM, ApplyOnline or comparable mortgage-broking platforms.
Strong attention to detail when reviewing client information and supporting documents.
Excellent written and spoken English with professional client-communication skills.
Ability to manage multiple client files, deadlines and follow-up requirements.
Strong judgement regarding when to resolve an administrative matter and when to escalate it to the broker.
High level of discretion when handling confidential personal and financial information.
Ability to follow established processes while identifying missing or inconsistent information.
Reliable internet connection and a professional home-office environment.
Ability to work Australian business hours.
Direct experience using Mercury Marketing Hub.
Experience supporting home loans, refinancing, investment lending and commercial finance applications.
Familiarity with a broad range of Australian lender policies and servicing calculators.
Experience preparing files for compliance reviews or audits.

Benefits

Comp & perks

Dayshift - Australian Business Hours
Full time / WFH / Remote