Broker Support Specialist

Cake Mortgage Corp.•Los Angeles, CA

1d•$25 - $28•Onsite

About The Position

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments. We're seeking a Broker Support Specialist to join our dynamic team. The Broker Support Specialist blends administrative support with technical and strategic responsibilities, focused on maintaining strong broker relationships, providing training and educational materials, managing workflows, and organizing virtual events that support broker development and growth.

Requirements

High school diploma or equivalent required.
Proficiency with Microsoft Office, including Excel, PowerPoint, Word, and Outlook, required.
1+ years of experience in sales or the mortgage industry required.
Experience answering and screening calls and scheduling appointments required.
Experience developing training materials and delivering training to others required.
Ability to stay organized while working on multiple projects and tasks.
Exemplifies professionalism and business etiquette.
Excellent interpersonal and communication skills.
Demonstrated ability to effectively train others and communicate clear, concise instructions.
Comfortable presenting to and facilitating virtual training sessions and events for external broker audiences.
Ability to maintain confidentiality and exercise sound judgment when handling sensitive borrower, broker, and company information.
Prolonged periods of sitting and working at a computer workstation.
Ability to communicate effectively in person, by phone, and through electronic communication tools.
Ability to occasionally travel for meetings, conferences, training, or business development needs.

Nice To Haves

Associate's or bachelor's degree preferred.
Knowledge of Encompass or a comparable loan origination system (LOS) preferred.

Responsibilities

Assist brokers and clients with access issues and technical support, providing the resources, training, and guidance they need to succeed.
Develop materials and facilitate training to help brokers understand consumer products and improve their efforts.
Handle back-end functions such as data collection, client queries, documentation, and record maintenance.
Answer and screen calls and schedule appointments.
Organize virtual events that support broker development and growth.
Perform ad hoc projects, administrative duties, and other related duties as required and assigned.