Mortgage Broker Assistant, myCRM Experience

Pear Tree.

Mortgage Broker Assistant managing operational lifecycle of client loan files for Australian mortgage brokers. Requires expertise in Australian mortgage processes and tools for efficient compliance.

Posted 7/21/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-Level💰 ₱60,000 - ₱75,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in end-to-end file processing and lodgement for loan applications, with a strong understanding of Australian mortgage lending criteria and compliance guidelines. Proficient in managing client communications and maintaining organized documentation to ensure a smooth settlement process.

Highest-signal resume keywords

Australian Market ExperienceApplyOnline (AOL) ProficiencyCredit & Policy KnowledgeDetail & Process-OrientedCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

End-to-End File ProcessingServiceability AssessmentCredit AnalysisDocument ManagementPipeline ManagementSettlement Execution

Soft Skills

Exceptional Communication SkillsOrganizational SkillsAttention to Detail

Tools & Technologies

MyCRMQuickliLender Servicing CalculatorsAustralian Lender Portals

Industry Keywords

Mortgage Broker AssistantAustralian Mortgage LendingCompliance GuidelinesClient CommunicationFinancial Documentation

About the role

Key responsibilities & impact

End-to-End File Processing & Lodgement: Prepare, structure, and submit loan applications through ApplyOnline (AOL), ensuring complete accuracy and compliance before submission.
Serviceability & Credit Analysis: Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
Document Management & Quality Control: Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
Pipeline & Conditions Management: Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
Stakeholder Coordination: Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
Settlement Execution: Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
Practice Administration & CRM Maintenance: Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated.

Requirements

What you’ll need

Australian Market Experience: Minimum 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.
Software & Tool Proficiency: Advanced, hands-on experience using myCRM, ApplyOnline (AOL), Quickli, lender servicing calculators, and major Australian lender portals.
Credit & Policy Knowledge: Strong understanding of Australian mortgage lending criteria, standard lender policies, compliance guidelines, and supporting document requirements.
Communication Skills: Exceptional written and verbal English communication skills, with the confidence to interact directly with clients and external stakeholders.
Detail & Process-Oriented: Exceptional organizational skills, high attention to detail, and a track record of managing a high-volume pipeline without missing deadlines.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Pear Tree. Website LinkedIn All Job Openings 1 - 10 employees 🎯 Recruiter 👥 HR Tech 🤝 B2B Recruitment
HR Tech
B2B Pear Tree is a Melbourne‑born offshore recruitment and hiring services company that connects Australian, US, and UK businesses directly with skilled offshore professionals (primarily from the Philippines) without agency markups. They provide end-to-end hiring support — sourcing, screening, skills assessments, video interviews, reference checks — and offer payroll, Employer‑of‑Record, and compliance assistance plus a six‑month replacement guarantee. Pear Tree recruits across IT, sales & marketing, finance, creative, admin and operations roles, emphasizing cost savings, direct pay to talent, and secure onboarding workflows. Mortgage Broker Assistant, myCRM Experience 🔥 23 minutes ago 🇵🇭 Philippines – Remote 💵 ₱60k - ₱75k / month ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
End-to-End File Processing & Lodgement: Prepare, structure, and submit loan applications through ApplyOnline (AOL), ensuring complete accuracy and compliance before submission.
Serviceability & Credit Analysis: Run initial serviceability assessments using Quickli and individual lender servicing calculators; review lender policies to flag potential credit issues early.
Document Management & Quality Control: Issue client welcome packs, collect and review financial documentation for accuracy, and maintain organized, audit-ready client files.
Pipeline & Conditions Management: Monitor pipeline status, submit pricing requests, order property valuations, and proactively resolve outstanding lender conditions to prevent delays.
Stakeholder Coordination: Maintain clear, professional communication with clients, lenders, Business Development Managers (BDMs), conveyancers, and solicitors throughout the loan process.
Settlement Execution: Coordinate pre-settlement and settlement logistics, verifying that all financial requirements are fulfilled for a smooth settlement day.
Practice Administration & CRM Maintenance: Manage the Principal Broker’s calendar, appointments, and daily tasks while keeping the CRM continuously updated. 🎯 Requirements
Australian Market Experience: Minimum 2+ years of direct experience as an offshore Mortgage Broker Assistant supporting Australian mortgage brokers.
Software & Tool Proficiency: Advanced, hands-on experience using myCRM, ApplyOnline (AOL), Quickli, lender servicing calculators, and major Australian lender portals.
Credit & Policy Knowledge: Strong understanding of Australian mortgage lending criteria, standard lender policies, compliance guidelines, and supporting document requirements.
Communication Skills: Exceptional written and verbal English communication skills, with the confidence to interact directly with clients and external stakeholders.
Detail & Process-Oriented: Exceptional organizational skills, high attention to detail, and a track record of managing a high-volume pipeline without missing deadlines. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Client Success Specialist 🔥 13 hours ago Magic, Inc 51 - 200 Website LinkedIn All Job Openings Client Success Specialist managing client-assistant pairings and ensuring client satisfaction. Focused on proactive relationship management and escalation resolution. 🇵🇭 Philippines – Remote 💵 ₱32k - ₱38k / month ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🚫👨‍🎓 No degree required Customer Success Manager 🔥 13 hours ago Magic, Inc 51 - 200 Website LinkedIn All Job Openings Customer Success Manager managing client accounts for a remote outsourcing platform. Proactively identifying opportunities for revenue retention and growth in a B2B environment. 🇵🇭 Philippines – Remote 💵 ₱60k - ₱80k / month ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Client Success Specialist – VA Team Coaching 🔥 13 hours ago Magic, Inc 51 - 200 Website LinkedIn All Job Openings Client Success Specialist managing virtual assistants for an outsourcing platform connecting SMBs with remote workers. Ensuring client satisfaction and team success with hands-on coaching and support. 🇵🇭 Philippines – Remote 💵 ₱38k - ₱42k / month ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success 🚫👨‍🎓 No degree required HubSpot CRM Specialist 🕒 6 days ago Manila Recruitment 11 - 50 🎯 Recruiter 🏢 Enterprise Website LinkedIn All Job Openings Manage and optimize HubSpot ecosystem for a leading US eCommerce company. Focus on CRM administration, data integrity, workflow automation, and marketing support. 🇵🇭 Philippines – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success Customer Success Manager – SMB 🕒 July 14 Suger 11 - 50 🔌 API 🤝 B2B ☁️ SaaS Website LinkedIn All Job Openings Customer Success Manager managing SMB accounts for a cloud marketplace company. Responsible for customer onboarding, support, and relationship management with a focus on cloud integrations. 🇵🇭 Philippines – Remote 💰 $2.5M Seed Round on 2023-11 ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs