Broker Support in Glendale, California at Mortgage Management Consultants

• Issue and manage broker packages through Comergence accurately and efficiently

• Onboard new broker accounts and ensure all required information and documentation is completed

• Assist new brokers with the account setup and approval process

• Conduct broker portal trainings to educate brokers on SKY TPO’s systems, tools, and processes

• Provide ongoing support to brokers regarding portal navigation, account access, submissions, and general platform questions

• Serve as a primary point of contact for brokers needing assistance with onboarding and portal-related questions

• Communicate clearly and professionally with brokers to resolve questions, issues, and requests

• Coordinate with Account Management, Operations, Compliance, and other internal teams to resolve broker account and onboarding issues

• Review broker information and documentation for accuracy and completeness

• Identify missing information or documentation and proactively work with brokers to obtain required items

• Maintain accurate broker account records and ensure onboarding information is properly documented

• Monitor broker onboarding activity and help ensure new accounts are completed in a timely manner

• Provide follow-up support to newly onboarded brokers to ensure they are comfortable using the broker portal

• Maintain a strong understanding of SKY TPO’s Non-QM products, broker requirements, portal functionality, and processes

• Stay current on changes to broker onboarding requirements, portal functionality, and company procedures

• Represent SKY TPO with professionalism, responsiveness, and a strong commitment to providing an exceptional broker experience

• 2–4 years of experience in mortgage operations, broker support, account management, loan operations, or a related mortgage role

• Experience in wholesale mortgage lending preferred, with Non-QM experience strongly preferred

• Experience working directly with mortgage brokers and supporting broker accounts

• Strong understanding of mortgage broker onboarding, account setup, and documentation requirements

• Experience providing system, portal, or technology training preferred

• Strong communication and customer service skills with the ability to clearly explain processes and technology to brokers

• Excellent attention to detail and ability to accurately review broker information and documentation

• Strong organizational and time-management skills with the ability to manage multiple broker accounts and onboarding requests

• Excellent problem-solving skills and ability to resolve broker questions efficiently

• Ability to work effectively with brokers and cross-functional internal teams

• Proficiency with mortgage lending systems, LOS platforms, broker portals, and other business technology

• Ability to work in a fast-paced environment while maintaining accuracy and responsiveness

• Self-motivated, organized, and able to work independently while contributing to a collaborative team environment