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Pear Tree.

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Client Liaison Officer – Australian Mortgage

Location

Philippines

Posted

23 hours ago

Salary

$1.7K - $2.5K / month

Seniority

Senior

Professional Certificate3 yrs expEnglish

Job Description

Client Liaison Officer – Australian Mortgage

Pear Tree.

• Manage the client journey from initial contact through to settlement • Deliver a smooth, well-supported experience by coordinating communication • Collect and validate documents, ensuring files progress efficiently through the pipeline • Contact inbound referrals using a structured approach • Qualify clients and book meetings for brokers • Act as the first point of contact and set clear expectations • Guide clients through document requirements • Collect and organise documents over a 5–7 day period • Validate basic requirements (e.g. in-date payslips, completeness) • Enter and maintain accurate client data in the CRM • Maintain accurate and up-to-date CRM records • Track file progress and follow up consistently • Ensure no applications stall due to missing information • Prepare complete and accurate files for submission • Manage handover to the credit analyst team • Support analysts with follow-ups and outstanding items • Notify clients of approval and guide next steps • Assist with final document collection • Support clients through to settlement

Job Requirements

  • 3-5 years experience in AU mortgage broking or loan processing
  • Strong understanding of standard document requirements
  • Experience using Mercury CRM (essential – applications without this will not be considered)
  • Excellent communication skills (verbal and written)
  • High attention to detail and organisation
  • Ability to manage multiple files and follow up consistently
  • Proficiency in Microsoft Office, Teams, and SharePoint
  • Strong customer service mindset
  • Patient and persistent when working with clients
  • Process-driven and detail-focused
  • Takes ownership of tasks through to completion
  • Certificate IV in Finance and Mortgage Broking (nice to have)
  • Experience in a broker support or client service role (nice to have)

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