Altus Financial

Lending Adviser

Altus Financial  •  Sydney, AU (Onsite)  •  1 day ago
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Job Description

Lending Adviser / Mortgage Broker

Altus is a fast-growing, high-performing advisory firm trusted by thousands of Australians to make smarter financial decisions. For more than 30 years, we have delivered integrated accounting, wealth and lending advice that makes a meaningful difference—and our people are central to that impact.

We are looking for an experienced Lending Adviser / Mortgage Broker to join our in-house Lending team. You will manage clients from initial discovery through to settlement and beyond, provide strategic credit advice, and build trusted long-term relationships. You will also work closely with our accounting and wealth teams to deliver integrated advice and identify opportunities to help clients achieve their goals.

If you are commercially minded, client focused and motivated to grow a quality lending portfolio, Altus offers the autonomy, support and career pathway to make your mark.

What you’ll do

  • Build trusted client relationships and provide tailored lending advice aligned with each client’s goals and best interests
  • Manage the end-to-end lending journey, from discovery and strategy through application, approval, settlement and ongoing review with team support
  • Assess clients’ financial positions, borrowing capacity and credit requirements across residential, investment, refinancing and other lending scenarios
  • Research and compare lender products, policies and structures to develop appropriate recommendations
  • Prepare high-quality loan submissions, verify supporting documents and proactively manage applications with lenders
  • Maintain clear, timely communication with clients and stakeholders, including lenders, conveyancers, valuers and settlement agents
  • Deliver an excellent client experience by setting expectations, resolving issues and keeping files progressing to agreed timeframes
  • Develop referral opportunities and collaborate with Altus accounting and wealth advisers to support existing and prospective clients
  • Remain current on lender policies, products, market conditions and industry developments
  • Meet all regulatory and compliance obligations, including responsible lending requirements, the NCCP Act and Best Interests Duty
  • Contribute to team initiatives, continuous improvement and the broader growth of the Altus business

What you’ll bring

  • At least three years’ experience in mortgage broking with exposure to complex deals - self-employed, SMSF, complex structuring
  • Demonstrated capability managing loan applications and client relationships from enquiry through to settlement
  • A sound understanding of residential lending products, lender policies, credit assessment and compliance requirements
  • Relevant mortgage broking qualifications, including Diploma in Finance and Mortgage Broking
  • Current industry association membership and accreditation, or the ability to obtain them
  • Strong commercial judgement and the ability to explain complex lending options clearly
  • Excellent written and verbal communication, with a genuine commitment to client service
  • High attention to detail, sound organisation and the ability to manage competing priorities
  • A collaborative, proactive approach and confidence working across a multidisciplinary advisory business
  • Strong digital capability; experience with MyCRM is advantageous

Life at Altus

  • Genuine flexible working arrangements
  • Support, mentoring and development from experienced senior advisers
  • A clear opportunity to grow your portfolio and progress your career
  • Varied, complex work with interesting clients
  • An open, supportive and collaborative culture
  • Regular social events that keep our people connected
  • Employee ownership and a real voice in the future of the business

Applicants must be Permanent Residents or Australian Citizens

No agency enquiries, please.

Ready to help clients make confident lending decisions and build your career with a growing advisory firm? Apply now to join Altus.

Altus Financial

About Altus Financial

With over 30 years in the personal financial and SME business advice profession, the Altus brand has emerged as one that is well respected through the industry. The leaders of the firm have diverse roots and experience, some beginning their careers in the Big 4 accountancy firms and others from financial planning and business advisory backgrounds.

The idea behind the Altus name was that the Latin word “Altus” literally means “high and deep”. To us, this symbolises the high level of trust, depth and quality of relationship our clients seek and value highly.

The purpose of our company is to make a positive difference to our clients’ financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients’ financial journey - whether that is as an individual or a business.

Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting.

Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).

View our Legal information here - https://www.altusfinancial.com.au/legal-altus-financial

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
SYDNEY, AU
Year Founded
2011
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