Cake Mortgage

Senior Broker – Appraisal Operations Specialist

Cake Mortgage

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $30 - $34 per hour

Job Level

Senior

About the role

  • 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.

Requirements

  • 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.
Benefits
  • Competitive compensation and performance-based bonuses
  • Collaborative and entrepreneurial culture
  • Opportunities for career advancement and innovation
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
appraisal coordinationresidential appraisal processesappraisal form typesappraisal ordering platformsloan origination systemsinvestor guidelinesagency guidelinesdata collectionoperational efficiencyproblem-solving
Soft Skills
organizational skillstime-management skillswritten communicationverbal communicationcustomer-focused mindsetdetail-orientedability to manage multiple prioritiesproactive communicationtraining developmentfacilitation skills