Production Partner

Jobtailor; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor in New York seeks a proactive Mortgage Operations Assistant to support the Mortgage Advisor. You will manage lead follow-up, collect borrower information, and help complete loan applications in a fast-paced environment.

Responsibilities include coordinating with referral partners, tracking pipeline in the CRM, organizing documents for pre-approval, and maintaining accurate records of borrower interactions.

Qualifications

• Attention to detail and organization are essential.
• Excellent verbal and written communication required.
• Ability to prioritize tasks and meet deadlines.
• Strong interpersonal and teamwork skills.
• Self-motivated with accountability.
• High school diploma or equivalent.
• Finance coursework is advantageous.
• Authorized to work in the United States.
• Minimum 5 years mortgage industry experience requested in application.

Responsibilities

• Follow up with new leads and schedule initial consultations for the Mortgage Advisor.
• Promptly contact new leads, respond to inquiries, and maintain consistent follow-up.
• Collect borrower information and help complete loan applications.
• Gather financial information, employment history, loan purpose, and timeline.
• Send documentation requests and follow up until files are complete.
• Review and organize documents before submitting files for pre-approval.
• Provide updates to referral partners during the early stages of the loan process.
• Help manage the Mortgage Advisor's calendar and communications.
• Track lead and pipeline activity in the CRM.
• Maintain accurate records of lead activity, borrower interactions, and loan progress.
• Adopt values in work behavior, decision-making, contributions, and interpersonal interactions.
• Promote interdepartmental communication and culture.
• Lead, develop, and motivate the team across locations and operations.
• Ensure internal and external families receive the best possible service.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Teamwork

Self-motivation

Work authorization

Mortgage industry experience

Education

High school diploma

Tools

CRM

Job description

• Follow up with new leads and schedule initial consultations for the Mortgage Advisor
• Promptly contact new leads, respond to inquiries, and maintain consistent follow-up
• Collect borrower information and help complete loan applications
• Gather financial information, employment history, loan purpose, and timeline
• Send documentation requests and follow up until files are complete
• Review and organize documents before submitting files for pre-approval
• Provide updates to referral partners during the early stages of the loan process
• Help manage the Mortgage Advisor's calendar and communications
• Track lead and pipeline activity in the CRM
• Maintain accurate records of lead activity, borrower interactions, and loan progress
• Adopt NEO's values in work behavior, decision-making, contributions, and interpersonal interactions
• Promote interdepartmental communication and culture
• Lead, develop, and motivate the team across all locations and operational functions
• Ensure internal and external families receive the best possible service

Requirements

• Strong attention to detail and organizational skills
• Excellent verbal and written communication
• Ability to prioritize tasks and meet deadlines
• Strong interpersonal and teamwork skills
• Self-motivated with a high level of personal energy and accountability
• Minimum requirement includes a high school diploma or equivalent
• Additional coursework in finance or a related field is advantageous
• Must be authorized to work in the United States
• At least five years of experience in the mortgage industry is explicitly asked about in the application form

Core Competencies

Demonstrates strong organizational skills and attention to detail in managing borrower information and loan applications, while effectively communicating with leads and referral partners. Proven ability to prioritize tasks and maintain accurate records in a fast-paced mortgage environment.

Highest-signal resume keywords

• Mortgage Industry Experience
• Lead Management
• Loan Application Processing
• CRM Tracking
• Team Leadership

ATS Optimization Keywords

Hard Skills

• Loan Application Processing
• Lead Management
• CRM Tracking
• Document Review
• Financial Information Gathering

Soft Skills

• Attention to Detail
• Organizational Skills
• Verbal Communication
• Written Communication
• Interpersonal Skills

Industry Keywords

• Mortgage
• Borrower Interaction
• Pre-Approval Process
• Referral Partners
• Pipeline Activity