Lending Adviser (Sydney)

Lending Adviser (Sydney)

02 Oct
|
Altus Financial
|
Sydney

02 Oct

Altus Financial

Sydney

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 engaging 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.
#J-*****-Ljbffr

📌 Lending Adviser (Sydney)
🏢 Altus Financial
📍 Sydney

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