Director of Broker Relations
for each heading. Use - for lists. Use
for prose. Do not repeat job title. No metadata like Job ID. Remove boilerplate. Ensure we preserve all substantive info.
We need to extract content:
Company Overview: maybe not needed as heading? The instruction: use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Company Overview could be considered part of About the role? But they said "About The Role" heading present. So we should include About the role section with its content (the paragraph after "About The Role").
We also have "Why Join Us?" which is like benefits/culture but we have Benefits section separate. The "Why Join Us?" includes bullet-like statements but not formal list; we could treat as part of Benefits? But Benefits section already has list of benefits. The "Why Join Us?" is more about culture; maybe we could incorporate into About the role? But instruction: include a section ONLY when posting has real, specific content for it. We have Benefits section with concrete list. So we output Benefits.
We also have Requirements and Preferred Qualifications. The instruction: use Requirements heading for requirements; Preferred Qualifications could be under Requirements or separate Qualifications? They said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we could have Requirements and Qualifications sections. The posting has "Requirements" list and "Preferred Qualifications". So we should output Requirements heading with the list of requirements, and Qualifications heading with the preferred qualifications list.
Also we have Responsibilities heading with list.
We have Benefits heading with list.
We need to preserve all substantive info: include company overview? Not required as heading but could be included as a paragraph before sections? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." It doesn't forbid having a paragraph for company overview. It says "Preserve ALL substantive information". So we should include company overview as a paragraph before sections, maybe as a
. Also "Why Join Us?" could be a paragraph or maybe part of Benefits? But we already have Benefits section with list; the "Why Join Us?" includes culture statements; we could add a
summarizing that? But we must not invent or summarize away detail. We could keep it as a
under a heading? There's no heading for culture; but we could include it as a paragraph after the company overview before sections. However the instruction says "Prefer a few substantive sections over many thin ones." So maybe we can incorporate "Why Join Us?" into Benefits section as additional list items? But Benefits section already has list; we could add those culture points as list items under Benefits? But they are not benefits exactly; they are culture/environment. Could create a section "Culture" but not in allowed headings list. The allowed headings are examples, not strict? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when applicable; we could also use other headings if needed? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are the expected headings; we should stick to them. So we should not create a custom heading like Culture. We could fold the "Why Join Us?" content into the Benefits section as list items (they are benefits of working there). That seems reasonable: they are benefits like innovative environment, professional growth, supportive culture, community focus, high-performing team. So we can add those as list items under Benefits.
Thus Benefits section will have list combining the explicit benefits list and the Why Join Us items.
Now we need to ensure we don't include boilerplate like EEO etc. Not present.
Now produce HTML:
Company Overview One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small businesses by connecting them with flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses. At OPF, we believe in working with high-performing individuals who are ready to play an integral part in our company's expansion — because our success hinges on our people.
Then About The Role
with paragraph: the paragraph after that heading.
Then Responsibilities
with - each responsibility.
Then
Requirements
with - each requirement.
Then
Qualifications
(Preferred Qualifications) with - each preferred qualification.
Then
Benefits
with - each benefit (including both explicit benefits and Why Join Us items).
Make sure to preserve all details exactly as given, no summarizing.
Let's extract each list.
From text:
About The Role paragraph: "We are looking for a Director of Brokerage Desk to lead and scale our brokerage operations. This is a pivotal leadership role responsible for managing OPF's broker and ISO partner relationships, driving high-quality deal flow, and building a team that operates with precision, urgency, and integrity. The ideal candidate is both a relationship strategist and a hands-on operational leader — someone with deep roots in small business funding or alternative lending who knows how to build partner networks, optimize the desk's performance, and develop their team to consistently deliver. This role works in close coordination with the Miami headquarters and directly impacts OPF's broker channel revenue."
Responsibilities list:
- Lead, manage, and develop the brokerage desk team to achieve production, partnership, and funding volume goals.
- Build and nurture long-term relationships with brokers and ISOs to drive high-quality submissions and maximize funded deals.
- Recruit, onboard, and train new brokerage partners while maintaining strong engagement and performance accountability with existing ones.
- Oversee the end-to-end brokerage process — from deal submission and evaluation to funding, follow-up, and renewal.
- Collaborate closely with Sales, Underwriting, and Operations teams to ensure a seamless broker and merchant experience.
- Analyze performance metrics, pipeline reports, and conversion trends to identify opportunities and address gaps in real time.
- Develop and implement strategic initiatives to expand OPF's broker network, increase market share, and improve partner retention.
- Provide consistent coaching, feedback, and guidance to the brokerage team to drive continuous improvement and professional growth.
- Ensure compliance with company policies, data security standards, and all applicable regulations across all brokerage activity.
- Represent One Park Financial with professionalism and integrity in all partner and internal interactions.
- Report directly to senior leadership on desk performance, broker pipeline health, and strategic priorities.
Requirements list:
- 7+ years of experience in financial services, small business funding, merchant cash advance, or a related industry.
- 3+ years of leadership or management experience, preferably overseeing a brokerage desk, ISO channel, or partner management team.
- Proven success managing broker networks or third-party partnerships in a high-volume funding environment.
- Strong understanding of deal structures, funding processes, and merchant financing products.
- Excellent leadership and interpersonal skills with the ability to motivate, develop, and hold accountable a high-performing team.
- Strong analytical, organizational, and problem-solving abilities — comfortable managing pipelines and performance dashboards.
- Fully bilingual — English and Spanish required.
- CRM and data-reporting tool proficiency (Salesforce, HubSpot, or equivalent).
- Bachelor's degree in Business, Finance, or a related field required; Master's degree a plus.
Preferred Qualifications list:
- Existing broker or ISO relationships within the small business funding or alternative lending industry.
- Experience optimizing partner performance metrics and sales funnels.
- Deep knowledge of underwriting, funding operations, and post-funding processes.
Benefits list (explicit):
- Above market compensation + performance-based incentives.
- 401(k) with company match.
- Health, dental & vision insurance.
- Life insurance and identity protection.
- Professional development and career growth opportunities.
- Collaborative, fast-paced work environment.
Why Join Us? list (converted to benefits):
- Innovative Environment: Work with cutting-edge technology and be part of a team that is constantly pushing the boundaries of fintech.
- Professional Growth: We invest in our employees’ growth with continuous learning opportunities, training programs, and career advancement paths.
- Supportive Culture: Enjoy a supportive and inclusive work environment where your ideas are valued, and your contributions make a real impact.
- Community Focus: Be part of a company that understands the importance of small and mid-sized businesses to their communities and the nation’s financial health.
- High-Performing Team: Join a team of badasses who are committed to excellence and are integral to our company's expansion and success.
We should keep the exact phrasing, including punctuation.
Now combine Benefits list items: we can list them all together.
Now produce HTML.
Make sure no extra whitespace issues.
Let's craft:
Company Overview One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small businesses by connecting them with flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses. At OPF, we believe in working with high-performing individuals who are ready to play an integral part in our company's expansion — because our success hinges on our people.
About The Role
We are looking for a Director of Brokerage Desk to lead and scale our brokerage operations. This is a pivotal leadership role responsible for managing OPF's broker and ISO partner relationships, driving high-quality deal flow, and building a team that operates with precision, urgency, and integrity. The ideal candidate is both a relationship strategist and a hands-on operational leader — someone with deep roots in small business funding or alternative lending who knows how to build partner networks, optimize the desk's performance, and develop their team to consistently deliver. This role works in close coordination with the Miami headquarters and directly impacts OPF's broker channel revenue.
Responsibilities
- Lead, manage, and develop the brokerage desk team to achieve production, partnership, and funding volume goals.
- Build and nurture long-term relationships with brokers and ISOs to drive high-quality submissions and maximize funded deals.
- Recruit, onboard, and train new brokerage partners while maintaining strong engagement and performance accountability with existing ones.
- Oversee the end-to-end brokerage process — from deal submission and evaluation to funding, follow-up, and renewal.
- Collaborate closely with Sales, Underwriting, and Operations teams to ensure a seamless broker and merchant experience.
- Analyze performance metrics, pipeline reports, and conversion trends to identify opportunities and address gaps in real time.
- Develop and implement strategic initiatives to expand OPF's broker network, increase market share, and improve partner retention.
- Provide consistent coaching, feedback, and guidance to the brokerage team to drive continuous improvement and professional growth.
- Ensure compliance with company policies, data security standards, and all applicable regulations across all brokerage activity.
- Represent One Park Financial with professionalism and integrity in all partner and internal interactions.
- Report directly to senior leadership on desk performance, broker pipeline health, and strategic priorities.
Requirements
- 7+ years of experience in financial services, small business funding, merchant cash advance, or a related industry.
- 3+ years of leadership or management experience, preferably overseeing a brokerage desk, ISO channel, or partner management team.
- Proven success managing broker networks
for prose. Do not repeat job title. No metadata like Job ID. Remove boilerplate. Ensure we preserve all substantive info. We need to extract content: Company Overview: maybe not needed as heading? The instruction: use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Company Overview could be considered part of About the role? But they said "About The Role" heading present. So we should include About the role section with its content (the paragraph after "About The Role"). We also have "Why Join Us?" which is like benefits/culture but we have Benefits section separate. The "Why Join Us?" includes bullet-like statements but not formal list; we could treat as part of Benefits? But Benefits section already has list of benefits. The "Why Join Us?" is more about culture; maybe we could incorporate into About the role? But instruction: include a section ONLY when posting has real, specific content for it. We have Benefits section with concrete list. So we output Benefits. We also have Requirements and Preferred Qualifications. The instruction: use Requirements heading for requirements; Preferred Qualifications could be under Requirements or separate Qualifications? They said use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we could have Requirements and Qualifications sections. The posting has "Requirements" list and "Preferred Qualifications". So we should output Requirements heading with the list of requirements, and Qualifications heading with the preferred qualifications list. Also we have Responsibilities heading with list. We have Benefits heading with list. We need to preserve all substantive info: include company overview? Not required as heading but could be included as a paragraph before sections? The instruction: "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." It doesn't forbid having a paragraph for company overview. It says "Preserve ALL substantive information". So we should include company overview as a paragraph before sections, maybe as a
. Also "Why Join Us?" could be a paragraph or maybe part of Benefits? But we already have Benefits section with list; the "Why Join Us?" includes culture statements; we could add a
summarizing that? But we must not invent or summarize away detail. We could keep it as a
under a heading? There's no heading for culture; but we could include it as a paragraph after the company overview before sections. However the instruction says "Prefer a few substantive sections over many thin ones." So maybe we can incorporate "Why Join Us?" into Benefits section as additional list items? But Benefits section already has list; we could add those culture points as list items under Benefits? But they are not benefits exactly; they are culture/environment. Could create a section "Culture" but not in allowed headings list. The allowed headings are examples, not strict? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when applicable; we could also use other headings if needed? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are the expected headings; we should stick to them. So we should not create a custom heading like Culture. We could fold the "Why Join Us?" content into the Benefits section as list items (they are benefits of working there). That seems reasonable: they are benefits like innovative environment, professional growth, supportive culture, community focus, high-performing team. So we can add those as list items under Benefits.
Thus Benefits section will have list combining the explicit benefits list and the Why Join Us items.
Now we need to ensure we don't include boilerplate like EEO etc. Not present.
Now produce HTML:
Company Overview One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small businesses by connecting them with flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses. At OPF, we believe in working with high-performing individuals who are ready to play an integral part in our company's expansion — because our success hinges on our people.
ThenAbout The Role
with paragraph: the paragraph after that heading. ThenResponsibilities
with- each responsibility.
Then
Requirements
with- each requirement.
Then
Qualifications
(Preferred Qualifications) with- each preferred qualification.
Then
Benefits
with- each benefit (including both explicit benefits and Why Join Us items).
Make sure to preserve all details exactly as given, no summarizing.
Let's extract each list.
From text:
About The Role paragraph: "We are looking for a Director of Brokerage Desk to lead and scale our brokerage operations. This is a pivotal leadership role responsible for managing OPF's broker and ISO partner relationships, driving high-quality deal flow, and building a team that operates with precision, urgency, and integrity. The ideal candidate is both a relationship strategist and a hands-on operational leader — someone with deep roots in small business funding or alternative lending who knows how to build partner networks, optimize the desk's performance, and develop their team to consistently deliver. This role works in close coordination with the Miami headquarters and directly impacts OPF's broker channel revenue."
Responsibilities list:
- Lead, manage, and develop the brokerage desk team to achieve production, partnership, and funding volume goals.
- Build and nurture long-term relationships with brokers and ISOs to drive high-quality submissions and maximize funded deals.
- Recruit, onboard, and train new brokerage partners while maintaining strong engagement and performance accountability with existing ones.
- Oversee the end-to-end brokerage process — from deal submission and evaluation to funding, follow-up, and renewal.
- Collaborate closely with Sales, Underwriting, and Operations teams to ensure a seamless broker and merchant experience.
- Analyze performance metrics, pipeline reports, and conversion trends to identify opportunities and address gaps in real time.
- Develop and implement strategic initiatives to expand OPF's broker network, increase market share, and improve partner retention.
- Provide consistent coaching, feedback, and guidance to the brokerage team to drive continuous improvement and professional growth.
- Ensure compliance with company policies, data security standards, and all applicable regulations across all brokerage activity.
- Represent One Park Financial with professionalism and integrity in all partner and internal interactions.
- Report directly to senior leadership on desk performance, broker pipeline health, and strategic priorities.
Requirements list:
- 7+ years of experience in financial services, small business funding, merchant cash advance, or a related industry.
- 3+ years of leadership or management experience, preferably overseeing a brokerage desk, ISO channel, or partner management team.
- Proven success managing broker networks or third-party partnerships in a high-volume funding environment.
- Strong understanding of deal structures, funding processes, and merchant financing products.
- Excellent leadership and interpersonal skills with the ability to motivate, develop, and hold accountable a high-performing team.
- Strong analytical, organizational, and problem-solving abilities — comfortable managing pipelines and performance dashboards.
- Fully bilingual — English and Spanish required.
- CRM and data-reporting tool proficiency (Salesforce, HubSpot, or equivalent).
- Bachelor's degree in Business, Finance, or a related field required; Master's degree a plus.
Preferred Qualifications list:
- Existing broker or ISO relationships within the small business funding or alternative lending industry.
- Experience optimizing partner performance metrics and sales funnels.
- Deep knowledge of underwriting, funding operations, and post-funding processes.
Benefits list (explicit):
- Above market compensation + performance-based incentives.
- 401(k) with company match.
- Health, dental & vision insurance.
- Life insurance and identity protection.
- Professional development and career growth opportunities.
- Collaborative, fast-paced work environment.
Why Join Us? list (converted to benefits):
- Innovative Environment: Work with cutting-edge technology and be part of a team that is constantly pushing the boundaries of fintech.
- Professional Growth: We invest in our employees’ growth with continuous learning opportunities, training programs, and career advancement paths.
- Supportive Culture: Enjoy a supportive and inclusive work environment where your ideas are valued, and your contributions make a real impact.
- Community Focus: Be part of a company that understands the importance of small and mid-sized businesses to their communities and the nation’s financial health.
- High-Performing Team: Join a team of badasses who are committed to excellence and are integral to our company's expansion and success.
We should keep the exact phrasing, including punctuation.
Now combine Benefits list items: we can list them all together.
Now produce HTML.
Make sure no extra whitespace issues.
Let's craft:
Company Overview One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small businesses by connecting them with flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses. At OPF, we believe in working with high-performing individuals who are ready to play an integral part in our company's expansion — because our success hinges on our people.
About The Role
We are looking for a Director of Brokerage Desk to lead and scale our brokerage operations. This is a pivotal leadership role responsible for managing OPF's broker and ISO partner relationships, driving high-quality deal flow, and building a team that operates with precision, urgency, and integrity. The ideal candidate is both a relationship strategist and a hands-on operational leader — someone with deep roots in small business funding or alternative lending who knows how to build partner networks, optimize the desk's performance, and develop their team to consistently deliver. This role works in close coordination with the Miami headquarters and directly impacts OPF's broker channel revenue.
Responsibilities
- Lead, manage, and develop the brokerage desk team to achieve production, partnership, and funding volume goals.
- Build and nurture long-term relationships with brokers and ISOs to drive high-quality submissions and maximize funded deals.
- Recruit, onboard, and train new brokerage partners while maintaining strong engagement and performance accountability with existing ones.
- Oversee the end-to-end brokerage process — from deal submission and evaluation to funding, follow-up, and renewal.
- Collaborate closely with Sales, Underwriting, and Operations teams to ensure a seamless broker and merchant experience.
- Analyze performance metrics, pipeline reports, and conversion trends to identify opportunities and address gaps in real time.
- Develop and implement strategic initiatives to expand OPF's broker network, increase market share, and improve partner retention.
- Provide consistent coaching, feedback, and guidance to the brokerage team to drive continuous improvement and professional growth.
- Ensure compliance with company policies, data security standards, and all applicable regulations across all brokerage activity.
- Represent One Park Financial with professionalism and integrity in all partner and internal interactions.
- Report directly to senior leadership on desk performance, broker pipeline health, and strategic priorities.
Requirements
- 7+ years of experience in financial services, small business funding, merchant cash advance, or a related industry.
- 3+ years of leadership or management experience, preferably overseeing a brokerage desk, ISO channel, or partner management team.
- Proven success managing broker networks
- each benefit (including both explicit benefits and Why Join Us items).
Make sure to preserve all details exactly as given, no summarizing.
Let's extract each list.
From text:
About The Role paragraph: "We are looking for a Director of Brokerage Desk to lead and scale our brokerage operations. This is a pivotal leadership role responsible for managing OPF's broker and ISO partner relationships, driving high-quality deal flow, and building a team that operates with precision, urgency, and integrity. The ideal candidate is both a relationship strategist and a hands-on operational leader — someone with deep roots in small business funding or alternative lending who knows how to build partner networks, optimize the desk's performance, and develop their team to consistently deliver. This role works in close coordination with the Miami headquarters and directly impacts OPF's broker channel revenue."
Responsibilities list:
- Lead, manage, and develop the brokerage desk team to achieve production, partnership, and funding volume goals.
- Build and nurture long-term relationships with brokers and ISOs to drive high-quality submissions and maximize funded deals.
- Recruit, onboard, and train new brokerage partners while maintaining strong engagement and performance accountability with existing ones.
- Oversee the end-to-end brokerage process — from deal submission and evaluation to funding, follow-up, and renewal.
- Collaborate closely with Sales, Underwriting, and Operations teams to ensure a seamless broker and merchant experience.
- Analyze performance metrics, pipeline reports, and conversion trends to identify opportunities and address gaps in real time.
- Develop and implement strategic initiatives to expand OPF's broker network, increase market share, and improve partner retention.
- Provide consistent coaching, feedback, and guidance to the brokerage team to drive continuous improvement and professional growth.
- Ensure compliance with company policies, data security standards, and all applicable regulations across all brokerage activity.
- Represent One Park Financial with professionalism and integrity in all partner and internal interactions.
- Report directly to senior leadership on desk performance, broker pipeline health, and strategic priorities.
Requirements list:
- 7+ years of experience in financial services, small business funding, merchant cash advance, or a related industry.
- 3+ years of leadership or management experience, preferably overseeing a brokerage desk, ISO channel, or partner management team.
- Proven success managing broker networks or third-party partnerships in a high-volume funding environment.
- Strong understanding of deal structures, funding processes, and merchant financing products.
- Excellent leadership and interpersonal skills with the ability to motivate, develop, and hold accountable a high-performing team.
- Strong analytical, organizational, and problem-solving abilities — comfortable managing pipelines and performance dashboards.
- Fully bilingual — English and Spanish required.
- CRM and data-reporting tool proficiency (Salesforce, HubSpot, or equivalent).
- Bachelor's degree in Business, Finance, or a related field required; Master's degree a plus.
Preferred Qualifications list:
- Existing broker or ISO relationships within the small business funding or alternative lending industry.
- Experience optimizing partner performance metrics and sales funnels.
- Deep knowledge of underwriting, funding operations, and post-funding processes.
Benefits list (explicit):
- Above market compensation + performance-based incentives.
- 401(k) with company match.
- Health, dental & vision insurance.
- Life insurance and identity protection.
- Professional development and career growth opportunities.
- Collaborative, fast-paced work environment.
Why Join Us? list (converted to benefits):
- Innovative Environment: Work with cutting-edge technology and be part of a team that is constantly pushing the boundaries of fintech.
- Professional Growth: We invest in our employees’ growth with continuous learning opportunities, training programs, and career advancement paths.
- Supportive Culture: Enjoy a supportive and inclusive work environment where your ideas are valued, and your contributions make a real impact.
- Community Focus: Be part of a company that understands the importance of small and mid-sized businesses to their communities and the nation’s financial health.
- High-Performing Team: Join a team of badasses who are committed to excellence and are integral to our company's expansion and success.
We should keep the exact phrasing, including punctuation.
Now combine Benefits list items: we can list them all together.
Now produce HTML.
Make sure no extra whitespace issues.
Let's craft:
- each preferred qualification.
Then
- each requirement.
Then