Broker Application Manager

RCN Capital, LLC.; Windsor (CT); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Growth opportunities

Training opportunities

Casual dress policy

Industry networking events

Job summary

RCN Capital seeks a Broker Application Manager to onboard broker partners, guide them through the first loan submission, and provide training on our platform. You will be the go-to contact, delivering live sessions and ensuring a smooth onboarding journey.

Responsibilities include tracking progress in Salesforce, maintaining detailed engagement records, and collaborating with Support, Development, and Partnerships teams to continually improve the broker experience.

Qualifications

• Associate’s degree in Business, Business, Communication, or a related field.
• Bachelor’s degree in Business, Business, Communication, or a related field preferred.
• 1–2 years in a professional, client-focused role, including phone work or cold calling.
• 1–2 years in business development, sales, or similar roles.
• Experience with Salesforce or CRM tools is a plus.

Responsibilities

• Onboard new Broker partners and guide them through submitting their first loan through our platform.
• Serve as the go-to contact for new Brokers, equipping them with tools, training, and confidence to build a strong loan pipeline.
• Lead live product training sessions and walk clients through setup, usage, and early adoption.
• Track training completion and Broker progress in Salesforce for accurate reporting.
• Maintain detailed records of client engagement and Broker milestones using CRM tools.
• Gather client feedback during onboarding to shape product improvements and resources.
• Partner with Technical Support, Software Development, and Partnership Management to improve the Broker experience.
• Identify friction points and recommend solutions for a seamless client journey.

Skills

Communication

Interpersonal skills

Organization

Attention to detail

Problem solving

Phone presence

Adaptability

Time management

Client-focused

Education

Associate’s degree in Business/Related

Bachelor’s degree in Business/Related

Tools

MS Office

Outlook

Excel

Word

Job description

Are you an ambitious, people-focused professional ready to kickstart your career in sales, client success, and business development? RCN Capital is looking for a Broker Application Manager to join our growing team and play a key role in helping our Broker partners succeed from day one.

This is more than just an entry-level job—it's your gateway into the fast-paced world of fintech, real estate lending, and client relationship management. If you're a natural communicator who loves solving problems, building relationships, and making an impact, we want to hear from you!

Why this role?

• Real Impact from Day One – Be the first friendly face our new Broker partners meet and guide them through their very first loan submission.
• Career Growth – Gain hands‑on experience with Salesforce, CRM tools, product training, and cross‑functional collaboration—skills that set you up for long‑term success in sales and business development.
• Travel & Networking – Represent RCN at industry conferences and broker training events, expanding your professional network.
• Collaborative Culture – Work alongside supportive teammates across Technical Support, Software Development, and Partnership Management.

Responsibilities:

• Onboard new Broker partners and guide them through submitting their first loan through our platform
• Serve as the go‑to point of contact for new Brokers, equipping them with the tools, training, and confidence to build a strong loan pipeline
• Lead live product training sessions and walk clients through setup, usage, and early adoption
• Track training completion and Broker progress in Salesforce to ensure accurate performance reporting
• Maintain detailed records of client engagement and Broker milestones using CRM tools
• Gather client feedback during onboarding to help shape product improvements and resources
• Partner with internal teams, including Technical Support, Software Development, and Partnership Management, to continuously improve the Broker experience
• Proactively identify friction points and recommend solutions for a seamless client journey
• Represent RCN Capital at industry conferences and broker training groups
• Support additional projects and initiatives as needed

Required Skills and Experience:

• Excellent communication and interpersonal skills, with the ability to engage both technical and non‑technical users
• Highly motivated with strong work ethic
• Highly organized with strong attention to detail and ability to manage multiple onboarding timelines simultaneously
• Strong problem‑solving skills and a client‑first mindset
• High level of comfortability on the phone
• Highly motivated with a strong work ethic
• Adapts well to change and thrives in a fast‑paced environment
• 1‑2 years of experience in a professional, client‑focused role, specifically including phone work or cold calling
• 1‑2 years of experience in business development, sales, or similar roles
• Proficient in MS Office, specifically Outlook, Word and Excel
• Knowledge of software sales preferred
• Background in sales support, technical support, or implementation roles preferred
• 1‑2 years of experience in the real estate lending, mortgage or banking industry preferred

Education Requirements

• Associate’s degree in Business, Business, Communication, or a related field
• Bachelor’s degree in Business, Business, Communication, or a related field preferred

Work Schedule:

• Full time
• Monday‑Friday, 9:00AM to 6:00PM
• First 90‑days are onsite for training
• Hybrid schedule after - up to 3 days/week remote

We Offer:

• Growth-oriented work environment
• Training opportunities
• Casual dress policy
• Many more perks!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.