Mortgage Broker

Y-Axis; Victoria; Presencial; AUD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Altus is seeking an experienced Lending Adviser / Mortgage Broker to join our in-house Lending team. You will manage clients from discovery through to settlement, provide strategic credit advice, and build trusted long-term relationships with our accounting and wealth teams to deliver integrated advice.

With at least three years’ mortgage broking experience in complex deals, you will assess borrowing capacity, research lender products and prepare loan submissions to support residential,

Formación

• Three years’ experience in mortgage broking with exposure to complex deals.

Responsabilidades

• Build trusted client relationships and provide tailored lending advice.
• Manage end-to-end lending journey from discovery to settlement.
• Assess clients’ financial positions and borrowing capacity.
• Research lender products to develop suitable recommendations.
• Prepare high-quality loan submissions and verify documents.
• Maintain clear communication with clients and lenders.
• Ensure timely progress and regulatory compliance.
• Develop referral opportunities with Altus accounting and wealth advisers.
• Stay updated on lender policies and market conditions.
• Contribute to team initiatives and business growth.

Conocimientos

Mortgage broking

Descripción del empleo

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 - se

Responsibilities

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 - se