White Label Broker Support Coordinator

Park Place Finance, LLC; Austin (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive compensation

Company-paid health insurance

3% company match

Job summary

Park Place Finance, LLC is seeking a White Label Broker Support Coordinator to bridge underwriting, LendingWise, and the broker portal for our white label broker program. You will ensure timely, accurate support throughout the loan lifecycle in a fast-paced environment.

The role emphasizes process improvement, data reconciliation, and effective broker communication, with exposure to HighLevel, AI tools, and Excel/Sheets.

Qualifications

• Experience coordinating broker programs or loan information across systems.
• Familiarity with mortgage lending concepts (DSCR, RTL preferred).
• Comfort with AI tools and automation to streamline workflows.

Responsibilities

• Coordinate loan information and status updates across underwriting, LendingWise, and broker portal.
• Move and reconcile loan data between systems, keeping conditions and statuses aligned.
• Serve as a knowledgeable point of contact for broker questions and requests.
• Manage multiple loans and inquiries in a deadline-driven environment.
• Leverage HighLevel CRM/workflows to streamline broker communication.
• Use AI tools (ChatGPT) and Excel/Sheets for reporting and daily tasks.
• Identify automation opportunities and help build scalable playbooks.

Skills

CRM coordination

Stakeholder communication

Data reconciliation

AI tools usage

Excel/Sheets

Mortgage lending knowledge

Process improvement

Tools

HighLevel

LendingWise

Excel

Google Sheets

ChatGPT

Job description

Competitive Edge Lending, a division of Park Place Finance, is seeking a White Label Broker Support Coordinator to serve as a key point of contact and coordination for our white label partner program. This is not a traditional loan processing or Loan Officer Assistant (LOA) role - instead, this position bridges underwriting, our loan origination system, and our broker portal to ensure white label partners receive accurate, timely, and well-communicated support throughout the loan lifecycle. This role is ideal for someone who thrives in a fast-paced, evolving environment and wants to help shape processes as the white label program grows.

What You'll Do:

• Support white label broker partners by coordinating loan information and status updates across underwriting, LendingWise, and our 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

• 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 learning and adopting new technology and software

• Strong organizational skills with close attention to detail

• Comfortable using AI tools such as ChatGPT to support daily work

• Basic Excel/Google Sheets skills, including simple reporting

• A problem solver and self-starter who works through challenges independently before escalating

• Comfortable working in a fast-changing, still-developing environment

• Willing and eager to help build better processes and automation, not just perform manual tasks

At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated - this is where you belong.

WHY JOIN PARK PLACE FINANCE?

• Competitive Compensation

• 100% Company-Paid Health Insurance (Medical, Dental & Vision)

• Retirement Plan with 3% Company Match

• Entrepreneurial Culture with a Focus on Growth & Excellence

• Opportunities to Expand Skillset Across Multiple Loan Products