Demo

Broker Operations

AppleOne Employment Services
Aliso Viejo, CA Full Time
POSTED ON 5/23/2026
AVAILABLE BEFORE 6/21/2026
We are seeking a highly organized, proactive, and relationship-driven Operations & Broker Relations Associate to support our Managing Director of Wholesale Mortgage Origination.

This role combines broker relationship management, loan processing support, underwriting coordination, and operational execution. You will play a key role in ensuring loans move efficiently from initial broker engagement through closing while helping deliver an exceptional broker experience.

This is an excellent opportunity for someone who thrives in a fast-paced, deal-driven environment and enjoys balancing both relationship management and operational precision.

Responsibilities:

Broker Relationship Management

Proactively identify and contact mortgage brokers

Schedule meetings and maintain ongoing broker communication

Deliver a high-touch, concierge-style broker experience

Manage follow-ups and relationship nurturing

Serve as a key point of contact throughout the loan process

Loan Processing & Underwriting Support

Assist with issuing loan commitments

Manage loan files from application through closing

Support underwriting analysis and deal review

Coordinate with brokers, borrowers, title companies, and internal teams to ensure efficient closings

Help maintain clean, organized, and accurate loan files

Pipeline & Operations Management

Track loan pipeline activity, deadlines, and deal milestones

Ensure no tasks or conditions fall through the cracks

Prepare updates and summaries for the Managing Director

Improve workflows and operational efficiency

Maintain strong organization across multiple active transactions

Events & Industry Engagement

Assist with broker appreciation events and networking functions

Support attendance at industry conferences and events

Help strengthen broker relationships through in-person engagement

Qualifications:

2–5 years of experience in loan processing, mortgage operations, lending, or customer service

Strong understanding of underwriting and real estate lending fundamentals

Exceptional organizational skills and attention to detail

Excellent communication and interpersonal skills

Ability to anticipate needs and solve problems proactively

Comfortable working in a fast-paced environment

Experience With CRM Systems And Loan Origination Software Preferred

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:

https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_ English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Salary.com Estimation for Broker Operations in Aliso Viejo, CA
$58,659 to $78,048
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