WorkNow
Pear Tree. logo

Loan Processor, Client Support Specialist

Pear Tree.
External
Company
remote
full-time
Salary not disclosed

Posted 22 days ago

You'll complete your application on Pear Tree.'s career site.

About the Role

We are looking for a committed Loan Processor and Client Support Specialist to work remotely. You will serve as a primary point of contact for Australian mortgage brokers, managing the end-to-end processing of loan files from initial application to successful settlement. You will operate within an organization that connects Australian firms with talented offshore staff to optimize administrative and operational processes in the financial industry.

Requirements

  • You should have a minimum of two years of experience providing support to an Australian mortgage broker.
  • You need a strong grasp of the Australian home lending process, lender-specific criteria, and required loan paperwork.
  • You must be proficient with Apply Online and mortgage processing or CRM software, with previous usage of GEM, JAM, or Sales Trek being a significant plus.
  • You need to demonstrate strong organizational skills and a proactive approach to handling multiple active files at various stages.
  • You must be comfortable and effective in your communication with both Australian lenders and clients.

Responsibilities

  • You will input and finalize loan application details using the GEM platform and submit requests via Apply Online.
  • You will manage loan files throughout their lifecycle, from submission to final settlement, by requesting necessary documentation from clients.
  • You will communicate with lenders to advance applications and inspect files to identify potential roadblocks or incomplete data.
  • You will deliver timely, professional updates to clients and brokers regarding file progress.
  • You will record status changes, notes, and action items in JAM or Sales Trek.
  • You will report intricate lending or compliance issues to the appropriate personnel.

Note: This listing is summarized and paraphrased by WorkNow from a publicly posted role. For the original wording and full details, please refer to the employer's official posting.

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