Broker in Residence
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Finance & Banking
Job Description & How to Apply Below
Build your own commercial debt business, with Apex behind you.
Whether you're an established broker ready to scale or you've set your sights on starting your own firm, Apex's Broker in Residence program is built to incubate and accelerate your business. You run your book and keep your clients. We bring the lender network, proprietary AI sourcing tools, a deal team and a monthly retainer so you can grow faster than you could on your own.
Apex () is a commercial financing platform. We match deals with lenders across private credit and debt funds, banks and specialty finance, and our proprietary AI sourcing tools find borrowers and the right lenders for each deal. Our lenders are actively looking for bridge and acquisition loans on income-producing commercial real estate, and asset-based and term financing for established businesses.
Who this is for- Established brokers who want more lenders, more deal flow and more capacity without adding overhead.
- Originators and bankers ready to go out on their own and start a firm, who want a platform and a paycheck while they build it.
- A monthly retainer while you build, plus a share of the fee on every deal you close.
- Apex's proprietary AI sourcing tools, which surface borrowers and deals on top of your own book.
- Access to Apex's lender network, with matching on every deal you bring.
- A deal team that helps package each deal for lenders and follow it through closing.
- Your brand, your clients and your relationships stay yours, with room to expand into new lenders, deal types and markets as you grow.
- Recent commercial debt transactions you personally sourced and closed, as a broker, mortgage banker, debt advisor or originator at a lender or bank.
- The drive to build something of your own, and a clear plan for the deals you'd bring: bridge or acquisition loans on income-producing property, or asset-based and term financing for established businesses, typically $5 million and up.
- The judgment to qualify a deal before it goes to lenders, and the capacity to commit to a monthly deal target.
This is a remote, US-only independent contractor engagement. The retainer, fee share and monthly deal target will be agreed in writing before we start, and the engagement grows as your business does.
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