Broker Support Specialist

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.

Requirements

• 1+ years in sales/mortgage industry.
• Tech-savvy with knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Knowledge of Encompass preferred.
• Ability to stay organized while working on multiple projects and tasks.
• Experience with answering/screening calls and appointment scheduling.
• Exemplify professionalism and business etiquette.
• Excellent interpersonal and communication skills.
• Demonstrated ability to effectively train others and communicate clear, concise instructions.

Why Join CAKE Mortgage?

• Be part of a fast-growing company changing the game in Non-QM
• Competitive compensation and performance-based bonuses
• Collaborative and entrepreneurial culture
• Opportunities for career advancement and innovation

Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.