Cake Mortgage

Operations

• 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.

Senior Broker – Appraisal Operations Specialist