Production Partner

Jobtailor; Santa Cruz (CA); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Comprehensive healthcare

401k plan

Flexible PTO

Remote and hybrid work options

Job summary

Better Home & Finance Holding Company is seeking a Mortgage Advisor Support to manage leads, collect borrower information, and coordinate loan documentation. You’ll ensure timely communication, accurate data entry, and smooth progression toward pre-approval within a fast-paced, AI-enabled lending environment.

Remote and hybrid work options are available, with a focus on collaboration, excellence, and personal growth as part of a dynamic team advancing home financing through AI-powered platforms.

Qualifications

• 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.
• High school diploma or equivalent; finance coursework advantageous.

Responsibilities

• Follow up with new leads and schedule initial consultations.
• Contact new leads and schedule initial consultations for the Mortgage Advisor; ensure timely follow-up.
• 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 early stages of the loan process.
• Help manage the Mortgage Advisor’s calendar and communications.
• Track lead and pipeline activity in the CRM.
• Adopt the company values and promote interdepartmental communication.

Skills

Attention to detail

Verbal and written communication

Prioritization & time management

Interpersonal & teamwork

Self-motivation & accountability

Education

High school diploma or equivalent

Finance coursework advantageous

Job description

Why Better. Why Now.

Better is rebuilding home finance as an AI-native platform- turning a process that once took weeks into something that can happen in seconds.With over $110B in loans funded and $1.2B+ raised, we operate at real scale while rethinking how homeownership works from the ground up.The category hasn't caught up yet. That's the opportunity.

About Us:

At NEO Home Loans, powered by Better, our mission is clear: redefine your financial journey. We strive to unlock people's full financial potential, providing clarity throughout every step of the loan process. By making lending approachable, we bring transparency and consistency to the financial world, guiding individuals towards decisions that serve their best interests. Our team comprises passionate, talented, and hardworking individuals dedicated to achieving excellence. Join our team and be part of a dynamic company that values innovation, fosters personal growth, and prioritizes a culture of collaboration and excellence.

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.

Non-Essential Job Duties and Responsibilities

• Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions.
• Promotes interdepartmental communication and culture.
• Lead, develop and motivate the team across all locations and operational functions.
• Continued focus to ensure all families (Internal and External) are receiving the best possible service.

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 reliant on ability and experience.
• Comprehensive healthcare, retirement, and voluntary benefits. Think medical, dental, vision, health savings accounts, 401k, and more.
• Personalized care and tools for realizing your mental health and wellness goals.
• Flexible PTO program second to none.
• Option for remote and hybrid work arrangements available.
• Additional benefit perks and discounts.

Disclaimer 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.

Better is the first AI-native mortgage and home equity finance company, revolutionizing one of the largest financial markets in the world. We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman, and the first voice-based AI mortgage assistant, Betsy. Our mission is simple: make homeownership cheaper, faster and more accessible by transforming how people buy and finance homes. The facts that speak for themselves: We’ve funded over $110 billion in loans (more than any other fintech in the US!)Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industryBetter's propriety AI platform makes us an award-winning lender:Fintech Breakthrough Award 2025: Best Lending InnovationYahoo! Finance (Jan 2025): Best Mortgage Lender for First-Time Homebuyers - Best for quick approvalYahoo! Finance (2025): Best Online Mortgage LenderMoney Magazine (2025): Best for fast closingForbes (2023): Best Online Mortgage Lender We're building the future of home finance - and we’re looking for smart, driven, ambitious innovators who are ready to tackle the most impactful work of their careers.