Production Partner

better-mortgage; Omaha (NE); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Comprehensive healthcare

401k plan

Flexible PTO

Job summary

better-mortgage is hiring for a Mortgage Advisor position in Omaha, Nebraska. The ideal candidate will follow up on leads, assist borrowers with applications, and manage loan documentation efficiently. A high school diploma is the minimum requirement, with additional coursework in finance a plus.

The position offers competitive compensation, comprehensive healthcare, flexible work arrangements, and is designed for those with strong organizational and communication skills.

Qualifications

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Follow up with new leads and schedule initial consultations.
• Collect borrower information and help complete loan applications.
• 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 loan process.
• Help manage the Mortgage Advisor’s calendar and communications.
• Track lead and pipeline activity in the CRM.

Skills

Attention to detail

Verbal communication

Written communication

Task prioritization

Interpersonal skills

Education

High school diploma or equivalent

Coursework in finance or related field

Job description

Essential Job Duties and Responsibilities

• Follow up with new leads and schedule initial consultations

  Promptly contact new leads, respond to inquiries, and schedule initial consultations for the Mortgage Advisor. Maintain consistent follow-up to ensure every prospect receives timely communication and no opportunities are missed.

• Collect borrower information and help complete loan applications

  Gather key borrower details including financial information, employment history, loan purpose, and timeline. Assist borrowers with completing the loan application and ensure information is entered accurately into the system.

• Send documentation requests and follow up until files are complete

  Provide borrowers with clear documentation requests and maintain consistent follow-up to collect all required materials. Ensure borrowers understand next steps and timelines while keeping the process moving efficiently.

• Review and organize documents before submitting files for pre‑approval

  Review borrower documents for completeness, organize files appropriately, and ensure documentation is properly labeled and uploaded before submitting the file for pre‑approval review.

• Provide updates to referral partners during the early stages of the loan process

  Communicate with referral partners to confirm receipt of new leads, provide status updates during the pre‑approval process, and ensure they remain informed about their client’s progress.

• Help manage the Mortgage Advisor’s calendar and communications

  Assist in coordinating the Mortgage Advisor’s schedule by booking consultations, managing follow‑ups, and helping organize communications so the advisor can focus on client relationships and loan strategy.

• Track lead and pipeline activity in the CRM

  Maintain accurate records of lead activity, borrower interactions, and loan progress within the CRM. Help ensure the pipeline is organized and that reporting and lead tracking remain accurate.

Qualifications and Skills

• 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.

Benefits

• Competitive compensation based on ability and experience
• Comprehensive healthcare, retirement, and voluntary benefits, including medical, dental, vision, health savings accounts, 401k, and more
• Personalized care and tools for mental health and wellness goals
• Flexible PTO program
• Option for remote and hybrid work arrangements available
• Additional benefit perks and discounts

EEO Statement

Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.