Job Description

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.

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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.

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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 n

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- Build trusted client relationships and provide tailored lending advice aligned with each client’s goals and best interests
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- Manage the end-to-end lending journey, from discovery and strategy through application, approval, settlement and ongoing review with team support
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- Assess clients’ financial positions, borrowing capacity and credit requirements across residential, investment, refinancing and other lending scenarios
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- Research and compare lender products, policies and structures to develop appropriate recommendations
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- Prepare high-quality loan submissions, verify supporting documents and proactively manage applications with lenders
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- Maintain clear, timely communication with clients and stakeholders, including lenders, conveyancers, valuers and settlement agents
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- Deliver an excellent client experience by setting expectations, resolving issues and keeping files progressing to agreed timeframes
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- Develop referral opportunities and collaborate with Altus accounting and wealth advisers to support existing and prospective clients
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- Remain current on lender policies, products, market conditions and industry developments
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- Meet all regulatory and compliance obligations, including responsible lending requirements, the NCCP Act and Best Interests Duty
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- Contribute to team initiatives, continuous improvement and the broader growth of the Altus business
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What you’ll bring nn
- At least three years’ experience in mortgage broking with exposure to complex deals - self-employed, SMSF, complex structuring
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- Demonstrated capability managing loan applications and client relationships from enquiry through to settlement
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- A sound understanding of residential lending products, lender policies, credit assessment and compliance requirements
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- Relevant mortgage broking qualifications, including Diploma in Finance and Mortgage Broking
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- Current industry association membership and accreditation, or the ability to obtain them
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- Solid commercial judgement and the ability to explain complex lending options clearly
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- Excellent written and verbal communication, with a genuine commitment to client service
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- High attention to detail, sound organisation and the ability to manage competing priorities
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- A collaborative, proactive approach and confidence working across a multidisciplinary advisory business
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- Strong digital capability; experience with MyCRM is advantageous
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Life at Altus nn
- Genuine flexible working arrangements
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- Support, mentoring and development from experienced senior advisers
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- A clear opportunity to grow your portfolio and progress your career
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- Varied, complex work with interesting clients
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- An open, supportive and collaborative culture
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- Regular social events that keep our people connected
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- Employee ownership and a real voice in the future of the business
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Applicants must be Permanent Residents or Australian Citizens

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No agency enquiries, please.

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📌 Lending Adviser (Sydney)
🏢 Altus Financial
📍 Sydney