Broker Training & 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

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.