Broker Support Specialist
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 are seeking a Broker Support Specialist to provide operational support to brokers while assisting with mortgage disclosures, appraisal coordination, and loan file accuracy. This entry-level role is ideal for someone with mortgage operations experience who enjoys working in a fast-paced environment and delivering excellent customer service.
The Broker Support Specialist serves as a resource for brokers and internal teams by answering questions, coordinating appraisal activities, preparing and reviewing disclosures, and ensuring loan files remain compliant with company and regulatory requirements.
Key Responsibilities
- Respond to broker inquiries regarding loan submissions, system access, and company processes.
- Assist brokers with documentation requirements and loan status updates.
- Provide basic training and guidance on company systems, products, and procedures.
- Escalate complex issues to management when appropriate.
- Work closely with Loan Officers, Account Managers, Processing, and Compliance to resolve portal disclosure-related issues.
- Assist ordering and monitoring appraisals through approved appraisal management companies (AMCs).
- Track appraisal status and communicate updates to brokers and internal staff.
- Coordinate with appraisers and AMCs to help ensure timely completion.
- Assist with resolving routine appraisal issues and documentation requests.
- Review loan files for accuracy and completeness.
- Update and maintain loan information within Encompass.
- Maintain organized electronic loan documentation.
- Assist with operational reporting and tracking.
- Support special projects and process improvement initiatives.