Mortgage Loan Procesor

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. Group life insurance for your security

4. Mental health reimbursement package

5. Paid sick and vacation leave credits

6. Fun and exciting events for our employees

7. Convenient work location that are accessible to the basic necessities and hangouts

8. We value work-life balance

9. Work with driven & talented professionals

10. Fun and supportive work environment

11. We provide security for your workplace

12. A growing team – more opportunities for you

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Come and be part of our growing team that you will surely enjoy

This is a remote position.

About the role

Supports the broker by managing loan applications from document collection through to settlement. Handles client communication, compliance documentation, and basic loan servicing while tracking progress in SalesTrekker CRM. Coordinates with clients, lenders, and third parties, ensuring smooth processing and timely updates.

Your Day-to-Day Responsibilities

You'll be my right hand — helping me keep everything on track so we can give our clients the best possible experience. Your daily work will include:

• Providing end-to-end admin support for loan applications — from document collection to settlement

• Staying on top of the Outlook inbox and calendar, flagging anything urgent and keeping tasks moving

• Communicating directly with clients — requesting documents, following up, and providing updates

• Assisting with pricing reviews and supporting retention strategies for existing clients

• Preparing and managing compliance documents with accuracy and attention to detail

• Performing basic PAYG income servicing and helping with simple loan structuring

• Managing files and tracking progress in SalesTrekker CRM

• Staying across lender policy updates and notifying the broker when changes are relevant

• Acting as a reliable communication bridge between the broker, clients, lenders, and third parties

Requirements

Qualifications

• At least 2 years AU Loan Mortgage experience
• Trustworthy and self-motivated — the broker is based overseas, so this role requires reliability without direct supervision
• Comfortable with Microsoft Office, Outlook, and online platforms
• Experienced with loan documentation, PAYG servicing, and CRM tools like SalesTrekker
• Bonus: You understand Australian lender policies and can assist with product selection based on client need
• Independent and proactive — you're comfortable working solo and managing your own workflow
• A clear and confident communicator — you can speak and write professionally in English
• Detail-oriented and organised — especially when it comes to compliance and paperwork
• Motivated to learn — you're curious, eager to build your knowledge, and open to training

Benefits

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
• Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future? 

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We're eager to see how you can make a difference with us