02 Sep
|
Coastline Advice
|
Geelong
02 Sep
Coastline Advice
Geelong
Mortgage Broker /Mortgage Broking Business Chance
An opportunity for an experienced mortgage broker - and potentially something bigger. We are looking for an experienced Mortgage Broker to join and help grow our business.
This is an opportunity for someone who already has a strong understanding of residential lending, enjoys working with clients and referral partners, and is looking for the platform, support and opportunity to take their career to the next level.
We are also open to having conversations with established mortgage brokers or mortgage broking business owners who may be considering their next chapter — whether that means partnering with us, merging, transitioning their business, or exploring a potential acquisition.
Coastline Advice is a well-established Financial Advice and Mortgage Broking firm with a strong reputation for delivering tailored, strategic advice. Our practice focuses on long-term client relationships, holistic planning, and professional excellence. With a growing client base, we are looking for an experienced Mortgage Broker to lead our Mortgage Brokering business.
With offices located in Torquay, Anglesea, Barwon heads, Geelong, Werribee, Melbourne, Wonthaggi and Merimbula, our growing business, services regional Victoria and New South Wales.
About the role
As a experienced Mortgage Broker, you will manage the end-to-end lending process, from understanding clients' objectives and structuring finance through to application, approval and settlement.
You will have the opportunity to:
- Manage and grow your own client portfolio
- Build strong relationships with referral partners and professional networks
- Provide tailored lending and finance solutions
- Work across a broad range of residential lending scenarios
- Develop and maintain a high-quality recurring client base
- Contribute to the growth and direction of the business
- Work within a supportive and professional environment
- Potentially take on greater responsibility and an ownership pathway over time
About you We are looking for someone who:
- Has solid experience as an experienced mortgage broker
- Holds the relevant Australian broking qualifications and accreditations and be a current member of either the MFAA or FBAA.
- Has strong knowledge of residential lending and lender policies
- Is confident managing clients and referral relationships
- Has a proven ability to generate and convert business
- Is commercially minded and growth focused
- Takes pride in providing exceptional client service
- Is organised, professional and able to manage the full loan lifecycle
- Travel may be required for client appointments at our various office locations.
Prior experience with AFG and Broker Engine is highly desirable along with being tech savvy and open to learning new programs. We're particularly interested in someone who wants more than simply processing loans — someone who wants to build something, grow their network and play a meaningful role in the future of the business.
An opportunity for established brokers and business owners
If you are already operating a mortgage broking business and are considering your future, we'd also like to hear from you.
We are open to discussing a range of possibilities, including:
- Strategic partnerships
- Mergers or joint ventures
- Business succession
- Acquisition of an existing mortgage broking business
- Transitioning an established client book
- An experienced broker joining with a pathway toward ownership
We understand that every business and owner has different objectives, so conversations will be confidential and tailored to the individual circumstances. Why join us?
This is an opportunity to join a business that is focused on long-term growth, quality relationships and building a strong lending proposition, rather than simply chasing transaction volume.
For the right person, there is potential for the role to develop well beyond a traditional broking position.
Salary & Commission are negotiable.
📌 Mortgage Broker / Mortgage Broking Business Opportunity (Geelong)
🏢 Coastline Advice
📍 Geelong