Broker Success Partner

Description

Position Overview: The Broker Success Partner strengthens relationships with broker partners by delivering consistent communication, follow-up, and support.

Key Responsibilities

• 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
• Aid 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

Requirements

• P Producer Relationship Execution
• 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
• 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

• Excellent communication and relationship skills
• Strong organizational and follow-up abilities
• 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 the United States and Mexico to meet business needs.

Language

English required, bilingual (English/Spanish) desired.

Compensation

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