White-Label Broker Success Coordinator

Park Place Finance; Austin (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Company-paid health insurance

Retirement plan with company match

Growth opportunities

Work across multiple loan products

Job summary

Park Place Finance's Competitive Edge Lending division seeks a White Label Broker Support Coordinator to be the central contact for our white label partner program. This role bridges underwriting, our loan origination system, and the broker portal to ensure timely, accurate support throughout the loan lifecycle.

You will coordinate loan information, move data between systems, handle broker inquiries, and drive process improvements using HighLevel, AI tools, and Excel/Google Sheets.

Qualifications

• Basic understanding of mortgage lending, preferably private lending, DSCR, or RTL (Residential Transition Loan) products
• Familiarity with loan processing, underwriting conditions, and the approval process
• Strong customer service and broker communication skills, both written and verbal
• HighLevel experience preferred, including CRM, workflows, and automation
• Comfortable using AI tools to support daily work

Responsibilities

• Coordinate loan information and status updates across underwriting, LendingWise, and broker portal
• Accurately move and reconcile loan data between systems, ensuring conditions, approvals, and statuses stay aligned and up to date
• Serve as a responsive, knowledgeable point of contact for broker questions and communication needs
• Manage multiple loans, inquiries, and priorities simultaneously in a deadline-driven environment
• Leverage HighLevel (CRM, workflows, automation) and other tools to streamline broker communication and support processes
• Use AI tools (such as ChatGPT) and reporting tools (Excel/Google Sheets) to support day-to-day work and improve efficiency
• Identify opportunities to improve and automate existing processes rather than simply performing them manually — help build the playbook as the program scales

Skills

HighLevel CRM

Automation workflows

Excel / Google Sheets

Customer service

Broker communication

Independent problem solving

Tools

LendingWise

ChatGPT

AI tools

Job description

Park Place Finance's Competitive Edge Lending division seeks a White Label Broker Support Coordinator to be the central contact for our white label partner program. This role bridges underwriting, our loan origination system, and the broker portal to ensure timely, accurate support throughout the loan lifecycle.

You will coordinate loan information, move data between systems, handle broker inquiries, and drive process improvements using HighLevel, AI tools, and Excel/Google Sheets.