Pear Tree.

Senior Mortgage Broker, Sales-Focused

Pear Tree.

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇵🇭 Philippines

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Salary

💰 ₱85,000 - ₱100,000 per month

Job Level

Senior

Tech Stack

Go

About the role

  • Manage the end-to-end mortgage process — from client enquiry to post-settlement
  • Conduct discovery and strategy sessions via Zoom to identify client goals and lending needs
  • Assess and structure loan scenarios aligned with lender policy and client objectives
  • Prepare and lodge applications through MyCRM, ApplyOnline, and Go High Level
  • Liaise with clients, lenders, and settlement agents to ensure smooth progression
  • Present and explain loan solutions in a clear, professional manner
  • Maintain pipeline management and client communication through the CRM system
  • Provide post-settlement care — including rate reviews, pricing requests, and client nurturing
  • Develop new business opportunities through referrals and relationship building

Requirements

  • Experience: Minimum 2 years in Australian mortgage broking, parabroking, or credit analysis
  • Education: Certificate IV in Finance and Mortgage Broking preferred (can be provided for the right candidate)
  • Tools: Experience with MyCRM, ApplyOnline, and Go High Level preferred
  • Communication: Exceptional English communication (spoken and written) and client presentation skills
  • Sales G Relationship Skills: Confident in conducting client meetings, understanding needs, and building trust
  • Work Ethic: Proactive, dependable, and goal-oriented with a long-term growth mindset
  • Cultural Fit: Someone who genuinely cares about helping clients achieve financial success
Benefits
  • Sales incentive program after 6-month probation (KPI-based)
  • Ǫualified leads provided, plus opportunity to grow your own client base
  • 100% remote role (Australian business hours)
  • Full back-office support for data entry, valuations, and settlement follow-ups
  • Ongoing training, mentoring, and professional development
  • Collaborative, values-driven culture with long-term growth potential

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
mortgage process managementloan scenario assessmentapplication preparationpipeline managementclient communication
Soft skills
exceptional communicationclient presentationrelationship buildingproactive work ethicgoal-oriented mindset
Certifications
Certificate IV in Finance and Mortgage Broking