Lending Associate

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!