Job Description

Altus is a fast‑growing, high‑performing advisory firm trusted by thousands of Australians to help them make smarter financial decisions. For over 30 years, we’ve delivered accounting, wealth, and lending advice that genuinely changes lives — and our people are at the heart of that impact.

We’re expanding our presence on the Central Coast, and our Erina office is buzzing with opportunity. As part of our Lending team, you’ll step into a business that’s modern, client‑obsessed, and powered by a collaborative culture where your growth actually matters. Altus is owned by the people who work here, which means our people have a real stake in our success — and a real voice in shaping our future.

If you’re driven, curious, and ready to build a meaningful career in lending, Altus is where you’ll find momentum, mentorship, and a pathway to long‑term progression

Main Duties

• Supporting Senior Lending Advisers on the provision of credit assistance, always ensuring alignment to the client’s best interest. 

• Adhere to all regulatory requirements, including ASIC regulations, NCCP, and Best Interest Duty. 

• Assists Senior Lending Advisers in optimal client outcomes throughout the customer journey (lead to post settlement). 

• Requesting and verifying supporting documents, gathering information, preparing loan submissions, and assisting with policy compliance

• Preparation and packaging of loan applications, including gathering information, verifying documentation, and submitting applications.

• Guides customers through the loan application process, answers inquiries, and provides information about lending products.

• Ensuring reasonable steps are taken in the process of verification of a client’s financial position and supporting documentation. 

• Assists with credit analysis and financial analysis of loan applications.

• Ensures all loan applications adhere to company policy and regulatory requirements

• Attending client meetings as required. 

• Liaising with stakeholders including conveyancers, valuers, settlement agents, and lenders. 

• Verifying applications: Reviewing application details, documents, and comments to determine approval requirements and ensure high quality of submission; ordering / verifying and chasing necessary documentation. 

• Maintaining the integrity of CRM databases, filing systems and customer data. 

• Resolving errors at point of detection to ensure efficient customer file progression. 

• Demonstrating strong knowledge of current lender policies, products, and procedures. 

• Collaboration with the team and the greater Altus business. 

Desired Skills / Experience:

• Minimum 2-3 years' experience in a similar role. 

• Outstanding customer service skills. 

• Experience with financial services and high attention to detail

• Understanding of lending processes and procedures

• Excellent verbal and written communication, both with clients and colleagues 

• Knowledge of relevant regulations and compliance requirements

• Organised, self-motivated and a team player. 

• Strong administration & Office 365 skills. 

• Experience with MyCRM advantageous.

  Only Australian Citizens and Permanent Residents eligible.

  No agency enquiries please.

  Apply here!