Broker Success Partner

Description

Position Overview

Requirements

Key Responsibilities:

P Producer Relationship Execution

• Build and maintain strong relationships with assigned broker partners
• Conduct regular check ins to ensure brokers feel supported and informed
• Support onboarding of new broker partners
• Assist brokers with communication, follow up, and coordination
• Encourage broker engagement with company tools and programs
• Identify relationship concerns early and escalate when needed
• Support broker retention and reactivation efforts

A Administrator Process and Organization

• Maintain accurate broker communication and activity records in CRM
• Track broker touchpoints and follow ups
• Assist with scheduling meetings and managing broker outreach cadence
• Monitor engagement activity and report trends
• Document broker feedback and service opportunities
• Support onboarding workflows and communication tracking

I Integrator Communication and Coordination

• Serve as a consistent relationship contact for assigned brokers
• Coordinate communication between brokers and internal teams
• Escalate technical or guideline related questions to Account Executives
• Ensure brokers receive timely responses and updates
• Help maintain alignment between broker expectations and company processes
• Represent broker needs and feedback internally

What Makes This Role Unique

• You will be mentored by experienced Account Executives
• You will learn the mortgage business through hands on exposure
• You will play a critical role in strengthening broker relationships
• You will help create a consistent and reliable broker experience

This role is designed to develop future leaders within the wholesale channel.

Qualifications

Required

• Excellent communication and relationship skills
• Strong organizational and follow up ability
• Ability to manage multiple tasks and priorities
• Professional presence and customer first mindset
• Comfortable learning new systems and processes
• Self starter with strong attention to detail

Preferred but not required

• Mortgage or financial services experience
• Account management or customer success experience
• CRM experience
• Bilingual English Spanish preferred

Ideal Backgrounds

• Client success
• Account management
• Banking
• Hospitality
• Insurance
• Customer service leadership
• Relationship management

Travel: 

• As needed travel internationally between United States and Mexico to meet business needs. 

Language: 

• English required, Bi-Lingual (English/Spanish) desired.

Compensation:

• PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.