Question
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Broker Support Specialist

2/19/2026

The specialist will assist brokers with access issues, technical support, and training on consumer products, while also handling backend administrative tasks like data collection and query management.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
Our Mission is to be a Partner For Life by empowering our customers to get the most value out of their biggest investment–whether they’re purchasing a new home, refinancing to a lower rate or tapping some hard-earned equity, we’ll stop at nothing to make every stage of home ownership a piece of Cake. Cake Mortgage Corp NMLS 1734623 (https://nmlsconsumeraccess.org)
About the Role

Description

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.


We're seeking a Broker Support Specialist to join our dynamic team. This position blends administrative support with some more technical and strategic elements. The focus is on maintaining strong relationships with brokers, providing training and educational materials, managing workflows, and organizing virtual events for development and growth.


Key Responsibilities

  • Assist brokers/clients with access issues, technical support and succeed by providing them with resources, training, and guidance. 
  • Develop materials and facilitate training to help brokers understand consumer products and improve efforts. 
  • Handle the backend side of things like data collection, client queries, documentation and maintaining records. 
  • Ad hoc projects and administrative duties as needed.

Requirements

  • 1+ years in sales/mortgage industry.
  • Tech-savvy with knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook).
  • Knowledge of Encompass preferred.
  • Ability to stay organized while working on multiple projects and tasks.
  • Experience with answering/screening calls and appointment scheduling.
  • Exemplify professionalism and business etiquette.
  • Excellent interpersonal and communication skills.
  • Demonstrated ability to effectively train others and communicate clear, concise instructions.

Why Join CAKE Mortgage?

  • Be part of a fast-growing company changing the game in Non-QM
  • Competitive compensation and performance-based bonuses
  • Collaborative and entrepreneurial culture
  • Opportunities for career advancement and innovation


Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.

Key Skills
Broker SupportAdministrative SupportTechnical SupportRelationship ManagementTrainingWorkflow ManagementEvent OrganizationData CollectionClient QueriesDocumentationRecord KeepingMicrosoft OfficeEncompassOrganizationCommunicationProfessionalism
Categories
Finance & AccountingCustomer Service & SupportAdministrativeSales
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