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Broker Operations Concierge

Job ID: 1797383
Reference Code: EH-Broker-Operations Concierge

  • $70,000 to $90,000
  • Aliso Viejo, 92656

We're seeking a Broker Operations Concierge to support our Managing Director of Wholesale Mortgage Origination. This role combines broker relationship management, loan processing support, and pipeline coordination to ensure a seamless experience from application through closing.



Responsibilities
:

Build and maintain relationships with mortgage brokers.
Coordinate broker communications, meetings, and follow-ups.
Manage loan files from application to closing.
Support underwriting, loan commitments, and document coordination.
Track pipeline, deadlines, and deal milestones.
Assist with broker events and networking opportunities.



Qualifications:


Experience in mortgage operations, loan processing, underwriting, or wholesale lending.
Strong organizational and communication skills.
Ability to manage multiple priorities in a fast-paced environment.



Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Key Responsibilities:
Build and maintain strong relationships with mortgage brokers through proactive outreach and exceptional service.

Coordinate broker meetings, follow-ups, and ongoing communication.

Manage loan files from application through closing.

Assist with underwriting support, loan commitments, and document coordination.

Track loan pipeline, deadlines, and deal milestones to ensure smooth closings.

Prepare pipeline updates and priority reports for leadership.

Plan broker appreciation events, networking functions, and industry event participation.

Identify opportunities to improve processes and operational efficiency.

AppleOne Representative Contact Info

Account Executive:
eileen
Branch Phone:
Location:
Mission Viejo, CA