Client Service Manager

Margin Finance; City of Melbourne; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Structured career pathway

Mentoring from senior brokers

Supportive, high-performing team

Job summary

Margin Finance is a Moonee Ponds-based mortgage brokerage that supports clients across residential lending, from first home buyers to refinancers. We’re a small, high-performing team valuing precision, accountability and genuine care for clients, with clear growth paths.

The Client Service Manager will take files from ApplyOnline submission to formal approval, onboarding new clients and ensuring smooth progress at every stage. This is an onsite role in Moonee Ponds.

Qualifications

• At least 1 year of experience working for a mortgage broker.
• Hands-on experience with ApplyOnline is essential.
• A solid understanding of the loan application and approval process.
• Strong attention to detail and ability to manage multiple files simultaneously.
• Clear, professional communication with clients and lenders.
• Team-first attitude.
• MyCRM experience is highly regarded.

Responsibilities

• Onboard new clients, collect, check and follow up on documents.
• Prepare and submit loan applications through ApplyOnline.
• Collaborate 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.

Skills

Attention to detail

Clear communication

Team player

Tools

ApplyOnline

MyCRM

Job description

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 new 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
• Clear, professional 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.