Broker Experience Manager

The TableFunder Broker Experience Manager is responsible for managing broker relationships and overseeing DSCR loan files from submission through closing. This role ensures high-touch communication, process integrity, and pipeline visibility while serving as the central liaison between clients, sales, processing, underwriting, and closing teams.Duties & Responsibilities:Relationship ManagementBuild and maintain strong relationships with broker partners and internal teams. Maintain consistent, proactive communication throughout the loan lifecycle.Educate clients on product guidelines, documentation requirements, and timelines.Pipeline OversightManage an active pipeline of DSCR loans from submission through closing.Monitor status updates daily and proactively address bottlenecks or delays.Ensure timely collection of borrower documentation and file updates.Cross-Functional CoordinationCollaborate with internal teams to move loans efficiently through processing, underwriting, and closing stages.Communicate critical file details and status updates to stakeholders.Escalate issues requiring exception review or operational support.Documentation and ComplianceEnsure loan files meet program guidelines and investor requirements.Track and document communication, milestones, and borrower information accurately within internal systems (e.g., CRM, LOS).Customer Experience & RetentionDeliver a frictionless client experience that supports retention and referral growth.Capture post-close feedback and suggest process improvements to enhance service delivery.Qualifications:Minimum 2 years experience in mortgage, private lending, or DSCR loan processing.Proven ability to manage high-volume pipelines with accuracy and urgency.Working knowledge of DSCR loan products, investor lending standards, and real estate finance.Strong written and verbal communication skills.Proficient in LOS, CRM platforms, and general productivity tools (Google Workspace, Microsoft Office, etc.).Detail-oriented, process-driven, and customer-focused.