About Us
In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work.
Here are the reasons why you should join Intogreat:
1. We provide competitive salary package
2. HMO coverage for you and up to 2 free dependents
3. Mental health reimbursement package
4. Paid sick and vacation leave credits
5. Fun and exciting events for our employees
6. Convenient work location that are accessible to the necessities and hangouts
7. We value work-life balance
8. Work with driven & talented professionals
9. Fun and supportive work environment
10. We provide security for your workplace
11. A growing team – more opportunities for you!
Come and be part of our growing team that you will surely enjoy!
Job Description
This is a remote position.
About the role
The Loan Administrator supports the brokerage by ensuring loan applications are accurately prepared, documented, and submitted to lenders. This role is responsible for the operational integrity of each file and ensuring applications meet internal standards before submission. The Loan Administrator is a back-office role focused on accuracy, compliance, and efficiency.
Job Responsibilities
Application Preparation
● Create and maintain client files within BrokerEngine and MyCRM
● Ensure all supporting documents are collected and verified
● Prepare loan applications in lender portals
● Cross-check information against supporting documents
● Ensure compliance documentation is complete
Document Management
● Upload and maintain documents in the Google Drive shared system
● Maintain organised file structure
● Ensure correct naming conventions are followed
● Send client documents through DocuSign when required
Submission & Tracking
● Submit loan applications to lenders
● Record lender reference numbers
● Track application progress
● Maintain accurate notes in CRM
● Update file stage within the pipeline
Lender Communication
● Follow up lenders for status updates
● Track outstanding conditions
● Document lender conversations in CRM notes
Internal Coordination
● Work closely with the Loan Partner and Broker
● Escalate potential issues early
● Maintain clear internal notes for all team members
Requirements
Qualifications
At least 3 years experience in Australian mortgage broking or loan processing (broker side)
Strong understanding of loan lodgement, supporting documents, lender portals, and follow‑ups
Excellent attention to detail and accuracy in data handling
Strong communication skills for liaising with brokers, clients, and lenders
Ability to work independently with minimal supervision and manage turnaround times
Experience using mortgage CRM tools