CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.

We are seeking a Sr. Broker & Appraisal Operations Specialist to support broker relationships and manage key operational functions related to appraisal coordination and broker support. This role serves as a knowledgeable resource for brokers and internal teams, helping ensure a smooth appraisal process while providing training, system support, and operational guidance.

The ideal candidate has a strong foundation in mortgage operations, solid knowledge of residential appraisals and loan programs, and the ability to manage multiple workflows in a fast-paced environment. This role will also assist with broker education, resolve operational issues, and support improvements to internal processes and documentation.

Key Responsibilities

• Provide operational support to brokers by assisting with system access, technical questions, and process-related inquiries.
• Serve as a resource for brokers navigating company platforms, loan programs, and documentation requirements.
• Develop and deliver training materials, guides, and resources to help brokers better understand company products and processes.
• Assist with organizing and facilitating broker training sessions, webinars, or virtual events.
• Manage appraisal orders within the company’s appraisal ordering system from placement through delivery.
• Review appraisal requests for completeness and alignment with loan program and property type requirements.
• Communicate with brokers, appraisers, appraisal management companies (AMCs), and internal staff regarding appraisal status, questions, and documentation needs.
• Track appraisal timelines and follow up on outstanding items to help ensure timely delivery.
• Assist in resolving appraisal-related issues or delays by coordinating with internal teams and external partners.
• Respond to broker and internal inquiries related to appraisal requirements, forms, and processes.
• Escalate complex issues to management when necessary while maintaining proactive communication with stakeholders.
• Maintain accurate records of appraisal orders, broker requests, and related documentation.
• Utilize Encompass to review loan files and confirm appraisal data is properly reflected in the system.
• Support data collection and reporting efforts related to appraisal tracking and broker support activities.
• Identify opportunities to improve operational efficiency and recommend enhancements to internal workflows.
• Assist with updating internal procedures, training documentation, and operational resources.
• Support special projects and additional operational initiatives as needed.

• 3+ years of experience in the mortgage industry, preferably in appraisal coordination, broker support, or loan operations.
• Strong knowledge of residential appraisal processes and common appraisal form types (e.g., 1004, 1025, 1073).
• Experience working with appraisal ordering platforms (ValueLink or similar systems preferred).
• Familiarity with loan origination systems such as Encompass.
• Understanding of investor and agency guidelines (Non-QM, DSCR, Fannie Mae, Freddie Mac, FHA, VA preferred).
• Strong organizational and time-management skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills with a customer-focused mindset.
• Proficient with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Detail-oriented with strong problem-solving abilities.

Why Join CAKE Mortgage?

• Be part of a fast-growing company changing the game in Non-QM.
• Competitive compensation and performance-based bonuses.
• Collaborative and entrepreneurial culture.
• Opportunities for career advancement and innovation.

Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment.