Broker Support Mortgage Management Consultants - 1.0 Glendale, CA Job Details 8 hours ago Qualifications Managing customer accounts Customer communication Client onboarding Account troubleshooting Mortgage industry Loan Origination Systems (LOS) Cross-functional collaboration Account management Customer service problem-solving Account opening Cross-functional communication Documentation reviews

Full Job Description Description:

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

Requirements:

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