Position Overview
The Broker Success Partner plays a key role in strengthening relationships with our broker partners by delivering consistent communication, follow up, and support.
This role focuses on broker engagement, relationship management, and coordination rather than direct sales production. Broker Success Partners work closely with experienced Account Executives who provide mentorship and technical guidance.
This position is ideal for individuals who enjoy building relationships, staying organized, and making sure people feel supported. Mortgage experience is helpful but not required.
Key Responsibilities
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
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
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.
#J-18808-Ljbffr
