Pear Tree.

Paralegal

• Conduct conflict checks and open new matters in the practice management system
• Send engagement letters and fee estimates to new clients
• Complete AML/CFT verification, including identification, proof of address, and source of funds documentation
• Prepare legal documents from verbal and written instruction, including sale and purchase agreements, loan agreements, and company and trust minutes
• Draft correspondence and client communications as directed by partners and solicitors
• Manage commercial and residential conveyancing transactions from conditions through to settlement
• Advise on and track conditions including finance, LIM, builder's reports, and due diligence
• Negotiate amendments to agreements where required
• Collate instructions to confirm satisfaction or waiver of conditions, including finance and insurance cover
• Liaise with internal staff and third parties regarding condition status
• Prepare settlement statements and request mortgage instructions from lenders
• Arrange signing of loan and authority documents
• Coordinate with lenders and the vendor's solicitor to confirm settlement arrangements
• Conduct pre-settlement title searches and confirm funds are available in the trust account
• Notify clients and agents of successful settlement
• Issue reporting letters and final transaction documents to clients
• Complete trust account reconciliation
• Liaise with banks, insurance companies, Land Information New Zealand (LINZ), and local authorities on behalf of clients, partners, and solicitors
• Prepare client invoices and statements
• Maintain accurate file notes and ensure timely follow-up on outstanding matters
• Close completed files in accordance with firm procedures
• Complete company annual returns and resolutions
• Conduct title searches and manage LINZ registrations
• Carry out any other tasks delegated by the Partners from time to time

Conveyancing Paralegal, NZ Exposure, Wanlo, Smokeball Exp

Business Development Rep

• Build targeted prospect lists across New Zealand and Australia.
• Generate outbound pipeline for Salesforce services and CRM / BI.
• Run outbound calls, LinkedIn outreach, and email campaigns.
• Qualify leads before involving leadership.
• Conduct initial discovery conversations with prospects.
• Identify genuine business pain, budget potential, urgency, decision makers, and fit.
• Book qualified meetings with the right stakeholders.
• Maintain accurate CRM records and pipeline hygiene.
• Help define scripts, outreach messaging, objection handling, and qualification criteria.
• Provide weekly reporting on activities, conversations, qualified opportunities, and pipeline progress.
• Work directly with leadership to refine the go-to-market motion.
• Help define the future hiring profile for SDR or appointment-setting roles once the motion is proven.

Senior Business Development Manager

Mortgage Broker

• Manage the complete front-end loan process from initial enquiry through to formal approval, taking full ownership of every file.
• Build strong relationships with clients by delivering exceptional service and confidently communicating throughout the lending journey.
• Conduct detailed credit analysis and structure lending solutions across a wide range of scenarios, including Self-Employed borrowers, Construction Loans, Guarantor Loans, and other complex applications.
• Liaise directly with Australian lenders, Business Development Managers (BDMs), and credit assessors to negotiate policy exceptions, respond to information requests, and drive applications towards approval.
• Maintain comprehensive file notes and ensure seamless handovers to the Australian settlements team upon formal approval.
• Independently assess lending scenarios and recommend practical, commercially sound solutions rather than simply identifying problems.
• Exercise strong judgement and confidence in credit decision-making, escalating only high-level strategic matters where appropriate.
• Continuously identify opportunities to improve workflows, systems, templates, and operational efficiency across the brokerage.
• Act as the Principal Broker's trusted operational partner, helping create capacity for continued business growth.
• Mentor and support future offshore loan processors by sharing technical knowledge and best practices.
• Help establish scalable processes and contribute to building a high-performing offshore operations team.

Senior Para-Broker – AU Mortgage

Salesforce Analyst

• Support Salesforce consulting and managed services work.
• Work with customers to understand business processes, pain points, requirements, and desired outcomes.
• Translate business requirements into clear user stories, acceptance criteria, process maps, and solution notes.
• Support customer onboarding to CRM and BI.
• Assist with data migration validation, configuration checks, user training, and support documentation.
• Help team with customer onboarding activities.
• Perform manual QA testing where required, especially during the transition period while automated QA capability is being strengthened.
• Support UAT preparation and execution.
• Document customer requirements clearly for developers and AI agents.
• Assist with release notes, customer-facing documentation, and training materials.
• Maintain strong Salesforce and CRM process discipline.

Salesforce Analyst, Administrator

Customer Success Manager

• 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.

Mortgage Broker Assistant, myCRM Experience

Digital Marketing

• Build, manage, and optimize complex customer relationship management (ActiveCampaign CRM) automations and workflows.
• Create and execute sophisticated email marketing campaigns, newsletters, and lead-nurturing sequences.
• Segment customer databases to deliver targeted content and develop automated customer journeys.
• Continually analyze and improve marketing funnels to enhance overall customer engagement and conversion rates.
• Design, launch, and manage targeted paid advertising campaigns across Facebook and Instagram.
• Monitor daily campaign performance, adjusting targeting and creative asset allocation to maximize return on investment (ROI).
• Analyze key advertising metrics and proactively recommend data-driven improvements to boost qualified lead generation.
• Support future digital marketing expansion initiatives across additional advertising platforms as needed.
• Produce premium, visually engaging digital assets using graphic design platforms.
• Edit high-quality short-form videos optimized for modern social media consumption.
• Schedule, publish, and manage content distribution across multiple social channels.
• Write compelling, conversion-focused marketing copy, captions, and promotional text.
• Maintain a consistent, high-end brand voice and visual message across all digital touchpoints.
• Produce comprehensive weekly marketing and lead generation reports for leadership review.
• Track and monitor marketing ecosystem performance against agreed key performance indicators (KPIs).
• Leverage advanced AI tools to improve productivity, workflows, and content outcomes.
• Collaborate directly with the Company Director to shape long-term marketing strategy and operational execution

Marketing & Digital Automation Specialist, ActiveCampaign

Quantity Surveyor

• Prepare detailed cost estimates for tenders, proposals, and variations
• Analyse drawings, specifications, and scope documents
• Build up rates for labour, materials, and subcontractors
• Obtain and compare supplier and subcontractor pricing
• Identify risks and opportunities within estimates
• Assist in preparing and submitting tenders
• Ensure estimates are completed within required timeframes
• Maintain consistency across pricing and submissions
• Price variations and scope changes
• Support PMs with cost advice during delivery
• Assist with cost planning and budgeting
• Maintain estimating databases and pricing schedules
• Input job cost data and pricing records
• Keep all estimate documentation up to date
• Prepare take-offs and templates
• Support CRM updates and document management
• Assist quote follow-ups and pipeline tracking
• Prepare estimating reports and cost comparisons
• Support sales pipeline reporting
• Ensure data accuracy
• Use AI/tools to speed up estimating and admin tasks
• Follow and improve SOPs

Quantity Surveyor, Estimator

DevOps Engineer

• **Responsibilities:**
• - Maintain and support a Kubernetes-based hosting platform and AWS infrastructure for Drupal and Laravel applications
• - Migrate, configure, and optimize client applications into Kubernetes environments
• - Monitor platform health and respond to outages, incidents, and security events with a calm and methodical approach
• - Execute deployments and go-live activities while maintaining and improving CI/CD pipelines
• - Manage identity and access across Google Workspace, Atlassian, hosting platforms, and version control systems
• - Support employee onboarding and offboarding, including device management and access provisioning
• - Contribute to ISO 27001 and SOC 2 compliance by maintaining security controls, documentation, and audit readiness
• - Build, maintain, and improve monitoring, logging, and alerting systems to proactively identify issues
• - Manage DNS, domain records, and SSL/TLS certificate lifecycles for client and internal environments
• - Perform backup validation, disaster recovery testing, and recovery drills to ensure business continuity
• - Assist in managing cloud infrastructure costs, SaaS subscriptions, vendor relationships, and renewals
• - Drive automation initiatives by replacing manual operational tasks with scripted workflows and leveraging AI where appropriate
• - Collaborate with developers and platform engineers to continuously improve infrastructure reliability, security, and deployment processes
• - Stay up to date with DevOps best practices, cloud technologies, automation tools, and emerging industry trends

Senior DevOps

Procurement

• Perform accurate quantity take-offs from architectural and engineering drawings.
• Review plans, specifications and scopes of work.
• Identify missing information or discrepancies within documentation.
• Prepare material quantities for pricing and procurement.
• Obtain competitive quotations from suppliers and subcontractors.
• Compare pricing, inclusions, exclusions and lead times.
• Liaise with suppliers to clarify specifications and pricing.
• Recommend the preferred supplier based on value, quality and delivery.
• Work closely with the Project Manager to finalise supplier selections.
• Prepare procurement summaries for approval.
• Ensure selected quotations align with project budgets and specifications.
• Submit approved supplier information to the Accounts team for Purchase Order creation.
• Verify Purchase Orders before release.
• Maintain accurate procurement records and documentation.
• Issue approved Purchase Orders to the Scheduling team for booking and coordination.
• Follow up suppliers regarding delivery dates and availability.
• Maintain clear communication between estimating, accounts, scheduling and project management.

Estimator, Procurement Coordinator – AU Construction

Architect

• Prepare, develop, and coordinate detailed architectural documentation throughout the Design Development, Tender, Construction Certificate, and Construction phases.
• Produce high-quality working drawings, specifications, schedules, and documentation packages using Revit.
• Ensure all documentation complies with the National Construction Code (NCC), Australian Standards, SEPPs, LEPs, and other relevant NSW planning regulations.
• Coordinate architectural documentation with consultants and internal project teams to maintain consistency and technical accuracy.
• Review and maintain documentation quality while resolving design coordination and technical issues throughout project delivery.
• Support construction-stage documentation, RFIs, revisions, and project updates as required.
• Manage multiple project deliverables while meeting deadlines and maintaining high attention to detail.
• Communicate effectively with project stakeholders and contribute practical, solution-focused recommendations throughout each project phase.

Architect – Documentation-Focused Role

Mortgage Loan Processor

• Client File Management
• - Create and maintain client files (opportunities and contacts) in CRM
• - Enter solicitor/conveyancer details in CRM
• - Approve and rename documents
• - Record detailed file notes
• - Update application statuses
• - Ensure files are complete before progressing
• Document Collection & Review
• - Check documents have been received
• - Review documents for completeness
• - Check identification documents meet lender requirements (additional ID requirements for Scheme Loans)
• - Enter Drivers Licence details in CRM
• - Check information entered by clients in the Client Portal matches details on Drivers Licence (full names entered in CRM, date of birth is correct)
• - Update account balances and liabilities based on the statements received
• - Follow up missing documentation
• - Note outstanding documents in the CRM, so that updated documents can be requested
• - Review statements for undisclosed liabilities or re-occuring expenses
• Loan Processing Support
• - Enter client information into CRM and lender systems ,mercury and AOL.
• - Prepare loan application data in CRM for broker review
• - Assist with preparing loan submissions in Apply Online for broker approval and lodgement
• - Upload supporting documents to the lodgement portal (AOL)
• - Complete compliance in CRM based on Appointment notes
• - Complete lender checklists
• - Order valuations
• - Upload valuation reports to CRM
• - Pricing requests & escalations
• Application Tracking
• - Monitor application progress
• - Track lender turnaround times
• - Follow up outstanding lender requirements
• - Monitor outstanding conditions
• - Update brokers on application progress
• Settlement Support
• - Monitor settlement dates
• - Assist with settlement bookings
• - Follow up outstanding settlement documents
• - Confirm required documents have been returned
• - Update CRM following settlement
• - Review loan offers to ensure they have been completed with no errors
• General Administration
• - Assist with general administrative tasks as directed.
• - Monitor shared inboxes.
• - Help create marketing materials through CANVA.
• - Request signatures and merge documents through Adobe

Mortgage Broker Support, Loan Processor

Machine Learning Engineer

• Design, develop, and deploy production-ready machine learning models with a strong focus on computer vision applications.
• Build AI capabilities that identify, track, and analyse construction progress from visual data.
• Research, prototype, and implement solutions using LLMs, multimodal AI models, and generative AI technologies.
• Evaluate when to leverage commercial foundation models versus developing custom machine learning solutions.
• Design, build, and maintain scalable ML pipelines covering data collection, labelling, training, evaluation, deployment, and monitoring.
• Source, clean, curate, and prepare high-quality datasets for model training.
• Develop and maintain MLOps infrastructure, including model versioning, CI/CD pipelines, deployment automation, and monitoring.
• Collaborate with Software Engineers, Product Managers, and AI specialists to integrate machine learning capabilities into production applications.
• Optimise model accuracy, inference performance, scalability, and reliability.
• Stay current with emerging machine learning techniques, AI frameworks, and industry best practices.

Bookkeeper

• Manage full-cycle bookkeeping for the firm, including accounts payable, accounts receivable, and general ledger entries
• Perform bank and trust account reconciliations on a regular basis
• Maintain compliant law firm trust accounting records in line with NSW legal trust account regulations
• Process billing, disbursements, and client invoicing accurately and on time
• Maintain accurate financial records in Xero
• Support preparation of BAS, payroll, and other statutory obligations
• Prepare monthly financial reports for internal review
• Liaise with the supervising solicitor and external accountant when clarification is needed
• Maintain clean, organised, and audit-ready financial records at all times
• Proactively flag discrepancies, delays, or compliance risks without waiting to be chased

CPA Bookkeeper – AU Legal Firm Experience

Project Manager

• Prepare weekly and monthly management reports
• Track project profitability and margins
• Monitor budgets against actual project costs
• Prepare variance analysis and identify cost overruns
• Assist with forecasting revenue and project cash flow
• Produce dashboards for management reporting
• Assist with project budgeting from commencement through completion
• Forecast labour, plant and material costs
• Monitor committed costs and project expenditure
• Track subcontractor and supplier costs
• Prepare project performance reports for management
• Assist Project Managers with financial reporting requirements
• Support annual budgeting and business forecasting
• Analyse historical project performance
• Identify trends and opportunities to improve profitability
• Assist with pricing analysis for future tenders
• Provide commercial insights to support business decisions
• Maintain project registers and reporting documentation
• Assist with contract administration
• Track project milestones and key deliverables
• Coordinate documentation between office and project teams
• Maintain accurate project records and reporting systems
• Improve reporting processes and internal workflows
• Develop reporting templates and dashboards
• Identify opportunities for automation
• Support implementation of new systems and procedures

Project Accountant, Commercial Analyst – AU Construction

• Manage and maintain multiple WordPress websites
• Ensure all product listings, pricing, and content are accurate, current, and consistent
• Upload, structure, and update product information for clarity and usability
• Optimise product and catalogue pages for SEO (metadata, headings, internal linking, content structure)
• Maintain a catalogue-style product showcase for industrial and infrastructure-related products
• Coordinate with external agencies or vendors to refine, localise, and upload product content
• Monitor website performance and identify issues related to UX, content, or functionality
• Ensure consistency in branding, layout, and user experience across all websites
• Manage CRM activity, including contact updates, segmentation, and data hygiene
• Build and execute email marketing campaigns using platforms such as Mailchimp
• Maintain and grow email lists with proper segmentation and tagging
• Track campaign performance and support reporting and insights
• Assist in lead generation and nurturing initiatives
• Plan, schedule, and publish content across social media platforms
• Maintain a consistent posting cadence aligned with marketing objectives
• Create simple, engaging content aligned with products and brand messaging
• Monitor engagement and support basic community interaction where applicable
• Create basic marketing assets such as banners, website visuals, and email graphics
• Use design tools and/or AI-assisted tools to produce content efficiently
• Ensure all creative materials align with brand guidelines
• Support updates across web, email, and social channels
• Support Google Ads and/or Meta Ads campaigns where required
• Collaborate with internal or external partners managing paid media
• Assist with updating creatives, campaign adjustments, and basic performance tracking