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About the Role
Serve as a key point of contact and coordination for our white label partner program, bridging underwriting, our loan origination system, and our broker portal to ensure white label partners receive accurate, timely, and well-communicated support throughout the loan lifecycle. This role is ideal for someone who thrives in a fast-paced, evolving environment and wants to help shape processes as the white label program grows.
Responsibilities
- Support white label broker partners by coordinating loan information and status updates across underwriting, LendingWise, and our broker portal.
- Accurately move and reconcile loan data between systems, ensuring conditions, approvals, and statuses stay aligned and up to date.
- Serve as a responsive, knowledgeable point of contact for broker questions and communication needs.
- Manage multiple loans, inquiries, and priorities simultaneously in a deadline-driven environment.
- Leverage HighLevel (CRM, workflows, automation) and other tools to streamline broker communication and support processes.
- Use AI tools (such as ChatGPT) and reporting tools (Excel/Google Sheets) to support day-to-day work and improve efficiency.
- Identify opportunities to improve and automate existing processes rather than simply performing them manually — help build the playbook as the program scales.
Requirements
- Basic understanding of mortgage lending, preferably private lending, DSCR, or RTL (Residential Transition Loan) products.
- Familiarity with loan processing, underwriting conditions, and the approval process.
- Strong customer service and broker communication skills, both written and verbal.
- HighLevel experience preferred, including CRM, workflows, and automation.
- Comfortable learning and adopting new technology and software.
- Strong organizational skills with close attention to detail.
- Comfortable using AI tools such as ChatGPT to support daily work.
- Basic Excel/Google Sheets skills, including simple reporting.
- A problem solver and self-starter who works through challenges independently before escalating.
- Comfortable working in a fast-changing, still-developing environment.
- Willing and eager to help build better processes and automation, not just perform manual tasks.
Skills
- HighLevel (CRM, workflows, automation)
- AI tools (ChatGPT)
- Reporting tools (Excel/Google Sheets)
- Customer service
- Broker communication (written and verbal)
- Organizational skills
- Attention to detail
- Problem-solving
- Self-starter
Location
- Remote
Work Type
- Full-time
Experience Level
- Not specified
Education Level
- Not specified
Salary/Compensations
- Competitive Compensation
Benefits
- 100% Company-Paid Health Insurance (Medical, Dental & Vision)
- Retirement Plan with 3% Company Match
About the Company
- At Park Place Finance, we invest just as much in our people as we do in our borrowers.
- If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong.
- Entrepreneurial Culture with a Focus on Growth & Excellence
- Opportunities to Expand Skillset Across Multiple Loan Products
Equal Opportunity
- Not specified