Broker Success Partner: Relationship & Onboarding Specialist

Panorama Mortgage Group LLC; Las Vegas (NV); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading mortgage service provider is seeking a Broker Success Partner to foster broker relationships through support and coordination. The ideal candidate will have excellent communication skills, strong organizational abilities, and the capacity to manage multiple priorities. Applicants with a background in client success or account management are preferred. Bilingual English/Spanish is a plus. This position offers a competitive compensation package and opportunities for professional growth.

Qualifications

• Excellent communication and relationship skills are essential.
• Strong organizational abilities and attention to detail required.
• Must be comfortable learning new systems and managing multiple tasks.

Responsibilities

• Build and maintain strong relationships with broker partners.
• Conduct regular check-ins to ensure brokers feel supported.
• Support onboarding of new broker partners.

Skills

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

Tools

CRM experience

Job description

A leading mortgage service provider is seeking a Broker Success Partner to foster broker relationships through support and coordination. The ideal candidate will have excellent communication skills, strong organizational abilities, and the capacity to manage multiple priorities. Applicants with a background in client success or account management are preferred. Bilingual English/Spanish is a plus. This position offers a competitive compensation package and opportunities for professional growth.