About Margin Finance

Margin Finance is a mortgage brokerage based in Moonee Ponds. We help clients across all types of residential lending, from first home buyers and upgraders to refinancers and property investors, with strategic advice and well-structured finance. We're a small, high-performing team that values precision, accountability and genuine care for our clients, and we develop our people from within.

The role

As our Client Service Manager, you'll work under our Credit Analyst and take client files from ApplyOnline submission through to formal approval. You'll also play a key part in onboarding current clients, making sure every file starts well and moves quickly.

This role focuses on getting deals approved. You won't be responsible for settlements.

What you'll do
Onboard new clients, then collect, check and follow up on their documents
Prepare and submit loan applications through ApplyOnline
Work closely with the Credit Manager to obtain conditional and formal approvals
Respond promptly to lender requests and manage approval conditions
Liaise with lender BDMs, assessors and support teams to keep files moving
Keep client records and file notes accurate in MyCRM




Keep clients informed and confident at every stage

What you'll bring
At least 1 year of experience working for a mortgage broker (essential)
Hands-on experience with ApplyOnline (essential)
A solid understanding of the loan application and approval process
Strong attention to detail, and the ability to manage multiple files at once
Explicit, skilled communication with clients and lenders
A team-first attitude
MyCRM experience (highly regarded)

Your career pathway This is a genuine growth role. We have a clear pathway from Client Service Manager to Credit Manager and then to Broker, with direct mentoring from experienced brokers along the way. If you want a long-term career in lending, this is where you build it.

What we offer
$65,000 - $75,000
A structured career pathway into credit and broking
Mentoring from senior brokers
A supportive, high-performing team culture

Please note
This is a fully onsite role, 5 days a week in our Moonee Ponds office.
Experienced applicants only. If you haven't worked for a mortgage broker before, please don't apply.

📌 Client Service Manager Moonee Ponds (Australia)
🏢 Margin Finance
📍 Australia