Pear Tree.

Assistant Mortgage Broker (Australian Mortgage)

Pear Tree.  •  National Capital Region, PH (Remote)  •  5 days ago
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Job Description

Position Mortgage Broker Assistant

Salary PHP 65,000 - 85,000/mo

Working Hours & Conditions Aligned with Australian hours; full-time (remote)

Holidays AU Holidays

ABOUT THE CLIENT

The client is a premier, independent mortgage and finance brokerage headquartered in Sydney’s Northern Beaches, serving a diverse clientele across Australia. Specializing in high-stakes financial strategy, the firm navigates the complexities of residential construction, small-scale development, and business lending. By leveraging a robust network of over 50 lenders and a portfolio of 1,350+ loan products, they translate deep market intelligence into sophisticated, structured capital solutions for homeowners and entrepreneurs alike.

The client distinguishes itself through an elite synthesis of empathy and strategic rigor. Their philosophy centers on financial empowerment and transparency, moving beyond "big-bank scripts" to provide honest, conflict-free advice tailored to the client’s long-term wealth objectives. Whether helping families rebuild after major life transitions or guiding investors through multi-stage commercial developments, the firm maintains a reputation for high-level negotiation and an unwavering commitment to the financial health of the communities they serve.

The Mortgage Broking Assistant provides end-to-end operational and administrative support to an Australian-based mortgage broking team. This is a specialized role requiring prior experience in mortgage processing and loan support — not a general VA or EA position.

The role supports brokers with loan application processing, documentation management, CRM updates, lender coordination, and compliance tasks. The assistant must understand Australian mortgage processes, aggregator systems, and loan submission workflows.

RESPONSIBILITIES

  • Loan Processing & Administration
    • Assist brokers with end-to-end loan application processing
    • Prepare and package loan files for submission to lenders
    • Manage supporting documentation (ID, income, credit checks, serviceability docs)
    • Conduct preliminary file checks to ensure completeness and compliance
    • Liaise with lenders for updates, additional documents, and status tracking
    • Monitor loan milestones from application through to settlement
    • Experience with Pricing and Valuations
  • CRM & Systems Management
    • Maintain and update broker CRM systems
    • Work within aggregator platforms (e.g., ApplyOnline / equivalent aggregator systems)
    • Ensure accurate data entry and record keeping
    • Track loan pipeline and update status reports
  • Client & Stakeholder Communication
    • Communicate professionally via phone and email
    • Liaise with brokers, lenders, solicitors, and other stakeholders
    • Provide regular file updates to brokers
  • Compliance & Quality Assurance
    • Ensure files meet aggregator and lender compliance standards
    • Maintain document integrity and version control
    • Follow company-specific processes and regulatory requirements
  • Admnistrative Suipport
    • File preparation and organization
    • Support brokers with ad hoc administrative tasks
    • Assist with post-settlement documentation and archiving

Requirements

QUALIFICATIONS

  • 2+ years’ experience in mortgage broking support OR loan processing
  • Experience with Australian mortgage documentation and workflows
  • Understanding of aggregator systems
  • Hands-on experience in loan writing support or mortgage assistant role
  • Experience working remotely or supporting offshore clients (preferred)

TECHNICAL SKILLS

  • Experience using mortgage CRM systems
  • Experience with aggregator platforms
  • Proficient in Microsoft Office (Excel, Word, Outlook)
  • Strong document management skills
  • Ability to work with cloud-based tools

SOFT SKILLS & COMPETENCIES

  • High attention to detail
  • Strong written and verbal English communication
  • Ability to follow structured processes
  • Self-managed and disciplined (remote environment)
  • Proactive problem-solving ability

PERFORMANCE INDICATORS (KPIs)

  • Loan file accuracy rate
  • Turnaround time for document collection and file submission
  • CRM accuracy and data completeness
  • Responsiveness to broker queries
  • Compliance adherence rate
  • File progression timelines

ADDITIONAL PREFERRED SKILLS/EXPERIENCES (Not Required)

  • Social Media & Marketing Support
    • Creation and scheduling of social media content across Facebook, Instagram, and LinkedIn
    • Graphic design support using tools such as Canva
    • Setting up and managing event registrations via Eventbrite
    • Assisting with email marketing campaigns
    • Monitoring social media engagement and reporting on basic metrics
    • Supporting the coordination of client events and webinars
Pear Tree.

About Pear Tree.

🚀 Expand Your Team Without Compromise (www.pear-tree.com)

You want to grow your team with the right people, but you’re hitting challenges like; Increasing hiring costs, A shallow local talent pool, Concerns about consistency and quality.

The dilemma: do you overspend to secure top local talent, or settle for less-than-ideal candidates who hold back your growth?

Why Going It Alone is Tough

- Traditional recruitment is expensive and draws from the same limited pool.

- Freelance platforms can’t guarantee long-term quality or reliability.

- Hiring overseas comes with complex legal and compliance hurdles.

🌎 We Make Global Hiring Simple

Pear Tree takes the complexity out of international recruitment. We match you with skilled, reliable, and cost-effective professionals from the Philippines, India, Nepal, South Africa and Latin America who fit your business perfectly.

- Substantial savings on recruitment and salary costs

- Access to a wide, highly skilled talent market

- A streamlined hiring process that saves you time

- Confidence backed by our 6-month “Perfect Hire” Guarantee

🔑 Our Process

1. Source and rigorously vet candidates on your behalf

2. Arrange and support the interview process

3. Hold your hand through the legal and logistical requirements that come with overseas hiring

4. Provide ongoing support to ensure seamless onboarding and retention

✅ A Smarter Way to Scale

Forget the false choice between paying top dollar locally or settling for poor hires. We give you a better option: affordable, skilled, and dependable international talent.

Join leading entrepreneurs and business owners already benefiting from this approach.

Book a call today and let us help you define your role, write your job description, and secure your next star team member — guaranteed.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Sydney, AU
Year Founded
Unknown
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