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.
As part of our in-house 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:
- Support 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 3 years’ experience in a similar role
- Outstanding customer service skills
- 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
Life at Altus
- genuine flex working
- mentored and developed by senior lending advisers
- genuine opportunity to progress
- complex work and interesting clients
- open and supportive team and culture
- lots of social events to keep you connected and have fun
Only Australian Citizens and Permanent Residents eligible.
No agency enquiries please.
If you are keen to join a growing and professional team where you will have impact, apply here!
