Broker Support Specialist

Millennial-Home-Lending-; Los Angeles (CA); On-site; USD 34,000 - 39,000; Full time

Job summary

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products, seeking a Broker Support Specialist in Chatsworth, CA. This role blends administrative support with training and strategic duties, focusing on broker relationships, training materials, workflows, and coordinating virtual events to foster growth.

The position requires 1+ years in sales or mortgage, proficiency in Microsoft Office, and experience delivering training.

Qualifications

• Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) required.
• Knowledge of Encompass or similar LOS preferred.
• 1+ years in sales or mortgage industry required.

Responsibilities

• Assist brokers and clients with access issues and provide resources and guidance.
• Develop training materials and facilitate training for broker understanding of consumer products.
• Handle back-end functions: data collection, client queries, documentation, and record maintenance.
• Answer and screen calls and schedule appointments.
• Organize virtual events to support broker development and growth.
• Perform ad hoc projects and other administrative duties.

Skills

Microsoft Office

Excellent communication

Training delivery

Organizational skills

Education

High school diploma or equivalent

Associate's or bachelor's degree preferred

Tools

Encompass LOS

Job description

Description

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.

Key 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.

Requirements

Requirements

Education

• High school diploma or equivalent required.
• Associate's or bachelor's degree preferred.

System Knowledge

• Proficiency with Microsoft Office, including Excel, PowerPoint, Word, and Outlook, required.
• Knowledge of Encompass or a comparable loan origination system (LOS) preferred.

Experience

• 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.

Preferred Certifications

• No specific license, certification, or designation is required for this position.

Knowledge, Skills & Abilities

• 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.

Physical Requirements

• 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.

Work Environment

This position operates in a professional office environment in Chatsworth, CA. The employee may be required to manage multiple priorities, communicate with internal and external stakeholders, and adapt to changing business requirements.

Compensation

The pay range for this position is $25.00–$28.00 per hour. Actual pay is determined by factors such as experience, skills, and qualifications.

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.