Pear Tree.

Mortgage Loan Processor

• 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

Mortgage Broker Assistant, Loan Processor

Paralegal

• Progress personal injury files at pace, resolving backlog and prioritizing matters requiring movement over the next 12 months
• Prepare and assemble comprehensive briefs for barristers to prevent delays in court proceedings
• Draft correspondence, file notes, standard legal documents, and gather medical/client records promptly
• Maintain strict calendar control, diarizing court deadlines and tracking file status within PracticePanther and ActionStep
• Assist with family law matters, affidavit preparation, document drafting, and Legal Aid Panel administration
• Provide ad hoc operational and administrative support across criminal, civil, employment, and immigration practice areas
• Support the firm's system migration from ActionStep to PracticePanther and assist senior leadership directly

Scheduler

• Book and schedule jobs for the field team within Uptick
• Allocate jobs to staff based on skill set, experience level and location
• Estimate realistic job durations based on the scope of work
• Reschedule and rearrange jobs as priorities shift, technicians become unavailable, or urgent work comes in
• Keep technicians' schedules organised and up to date, minimising gaps and unnecessary travel between jobs where possible
• Liaise with technicians and customers to confirm appointment times and changes
• Maintain accurate job and scheduling records within Uptick
• Communicate proactively with management on scheduling conflicts, capacity issues or at-risk jobs
• Take on other administrative and operational support tasks as directed by management

Job Scheduler – Coordinator

Sales

• Conduct daily outbound cold and warm calls to care homes, agency managers, and UK-based care providers
• Locate and engage decision-makers responsible for business development, marketing, and agency operations
• Qualify prospects, identify staffing or client-acquisition needs, handle objections, and close sales over the phone
• Educate UK clients on platform services and convert qualified prospects into active subscribers
• Track outreach, follow-ups, lead statuses, and conversion metrics accurately within the CRM
• Meet and exceed weekly and monthly KPIs, including outbound calls, decision-maker connections, conversions, and generated revenue

Account Sales Executive

Mortgage Broker

• 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.

Mortgage Broker Support, AU

Construction Scheduler

• Book and schedule jobs for the field team based on job requirements, location, staff availability, and skillset
• Allocate jobs to the most suitable staff member based on their experience and capabilities
• Review job requirements and assess the expected duration, skills, and resources needed
• Coordinate changes to schedules, including urgent jobs, cancellations, rescheduling, and staff availability
• Maintain accurate and up-to-date job schedules and records in Uptick
• Coordinate with internal teams and field staff to ensure they have the necessary job details and instructions
• Monitor scheduled jobs and identify potential scheduling conflicts or delays
• Ensure jobs are scheduled efficiently to minimize travel time and maximize team utilization
• Communicate scheduling updates and changes clearly and promptly
• Support the team with general scheduling and coordination tasks as required

Scheduler – Construction

Business Development Rep

• Build targeted prospect lists aligned with the Ideal Customer Profile
• Execute multi-channel outbound outreach via GoHighLevel, including email, SMS, calls, and social touchpoints
• Respond to inbound inquiries with rigorous follow-up cadences
• Qualify leads based on fit, urgency, financial capacity, and decision-maker authority
• Conduct structured discovery calls to identify business pain points and desired outcomes
• Execute Zoom product demonstrations communicating ROI, outcomes, and action steps
• Handle objections and close deals live using approved pricing and offer frameworks
• Collect onboarding and payment details on the spot
• Maintain GoHighLevel records, including lead sources, activity logs, deal stages, and task schedules
• Track operational metrics and deliver pipeline forecasts using GHL analytics
• Complete immediate post-sale handovers to customer success to accelerate onboarding
• Identify add-on, upsell, and referral opportunities
• Refine scripts, messaging sequences, and audience targeting based on call data
• Share win/loss feedback to optimize product positioning and onboarding workflows

Business Development Manager, Outbound & Demo Closer

• 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

Senior Mortgage Broker Assistant – AU Mortgage, MyCRM

Digital Marketing

• Take day-to-day ownership of the Shopify website
• Maintain and optimize product pages, collections, navigation, menus, and site content
• Ensure product information, imagery, descriptions, pricing, and promotional content are accurate and well presented
• Improve product merchandising and collection structure
• Review the customer journey from landing page through checkout and identify conversion issues
• Implement usability, navigation, product discovery, and shopping experience improvements
• Coordinate website promotions, seasonal campaigns, product launches, and sales
• Analyze website behavior and implement conversion rate optimization improvements
• Test page layouts, calls-to-action, messaging, offers, and merchandising
• Improve mobile shopping experience and website usability
• Improve on-page SEO, conduct keyword research, and resolve basic technical SEO issues
• Manage and optimize Klaviyo campaigns, automated customer flows, segmentation, and lifecycle marketing
• Support organic social media, content calendars, product and campaign promotion
• Create digital assets, promotional banners, campaign graphics, product creative, and ad creative
• Progressively support Meta and Google advertising campaigns, including audience, creative, landing page, budget, and performance optimization
• Monitor e-commerce, SEO, email, social, and paid media metrics
• Report trends, issues, growth opportunities, and practical recommendations using performance data

Digital Marketing Specialist, Shopify Specialist

Consultant

• Collect, verify, and analyse client activity data (energy use, travel, waste, procurement, etc.) to calculate organisational carbon footprints (Scope 1, 2, and 3 emissions)
• Apply recognised methodologies and standards such as GHG Protocol, ISO 14064, SECR, and PAS 2060
• Produce clear, well-structured carbon footprint reports for client boards, investors, or regulatory submission
• Translate technical findings into practical, prioritised emissions-reduction recommendations tailored to each client's sector and operations
• Support clients with target-setting, including Science Based Targets, and net zero roadmaps
• Stay current with UK and international sustainability regulations, reporting frameworks, and best practice
• Liaise directly with clients to gather data, present findings, and answer queries
• Manage multiple client projects concurrently and meet agreed deadlines
• Contribute to internal tools, templates, and calculation methodologies to improve efficiency and consistency

Sustainability Consultant

Data Entry

• Execute precise, high-volume daily data entry into the store’s central Marlin (Megabus) point-of-sale system via remote desktop
• Assist with routine financial matching and Xero bank reconciliations in coordination with the external accounting partner
• Progressively assume broader administrative responsibilities under direct mentorship from the Owner
• Monitor incoming social media comments and engagement across store platforms
• Escalate inquiries or maintain the brand presence where appropriate
• Adhere to secure IT protocols, including IP-whitelisted network environments and routine multi-factor authentication