Broker Success Partner
About The Position
The Broker Success Partner plays a key role in strengthening relationships with our broker partners by delivering consistent communication, follow up, and support.This role focuses on broker engagement, relationship management, and coordination rather than direct sales production. Broker Success Partners work closely with experienced Account Executives who provide mentorship and technical guidance.This position is ideal for individuals who enjoy building relationships, staying organized, and making sure people feel supported. Mortgage experience is helpful but not required. What Makes This Role Unique You will be mentored by experienced Account Executives You will learn the mortgage business through hands on exposure You will play a critical role in strengthening broker relationships You will help create a consistent and reliable broker experience This role is designed to develop future leaders within the wholesale channel.
Requirements
- Excellent communication and relationship skills
- Strong organizational and follow up ability
- Ability to manage multiple tasks and priorities
- Professional presence and customer first mindset
- Comfortable learning new systems and processes
- Self starter with strong attention to detail
Nice To Haves
- Mortgage or financial services experience
- Account management or customer success experience
- CRM experience
- Bilingual English Spanish preferred
Responsibilities
- Build and maintain strong relationships with assigned broker partners
- Conduct regular check ins to ensure brokers feel supported and informed
- Support onboarding of new broker partners
- Assist brokers with communication, follow up, and coordination
- Encourage broker engagement with company tools and programs
- Identify relationship concerns early and escalate when needed
- Support broker retention and reactivation efforts
- Maintain accurate broker communication and activity records in CRM
- Track broker touchpoints and follow ups
- Assist with scheduling meetings and managing broker outreach cadence
- Monitor engagement activity and report trends
- Document broker feedback and service opportunities
- Support onboarding workflows and communication tracking
- Serve as a consistent relationship contact for assigned brokers
- Coordinate communication between brokers and internal teams
- Escalate technical or guideline related questions to Account Executives
- Ensure brokers receive timely responses and updates
- Help maintain alignment between broker expectations and company processes
- Represent broker needs and feedback internally
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
