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The Wholesale Sales Support Specialist serves as the first point of contact for day-to-day broker support, assisting brokers with questions, navigation, loan status, product resources, pricing guidance, and general operational support.
About the Role
This role requires strong customer service, communication, and problem-solving skills to manage multiple priorities in a fast-paced environment.
Responsibilities
Respond to broker questions regarding products, guidelines, processes, and company resources.
Assist brokers with navigating TPO Connect and other company systems.
Help brokers with pricing questions and direct them to the appropriate tools and resources.
Provide loan status updates and assist brokers in obtaining information from internal departments.
Help resolve routine issues by coordinating with Processing, Underwriting, Closing, Funding, and other operational teams.
Guide brokers through common system or process questions before escalating issues.
Direct brokers to the appropriate department when specialized assistance is required.
What We Are Looking For
We are seeking a candidate with mortgage industry experience, preferably in wholesale lending. The ideal candidate will have working knowledge of mortgage products and the loan origination process, as well as familiarity with loan origination systems, pricing engines, and broker portals.
Mortgage industry experience preferred, with wholesale lending experience strongly preferred.
Working knowledge of mortgage products and the loan origination process.
Familiarity with loan origination systems, pricing engines, and broker portals.