Production Partner, NEO Home Loans

better-mortgage; Council Bluffs (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Healthcare and retirement benefits

Flexible PTO

Remote and hybrid work options

Mental health support services

Job summary

Better Mortgage is seeking a detail-oriented individual to join as a Mortgage Advisor. The role involves following up with leads, assisting borrowers in completing applications, and managing documentation for loan approvals.

The ideal candidate will have excellent organizational and communication skills, with a minimum of a high school diploma. This position offers competitive compensation, comprehensive benefits, and flexible work arrangements.

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 high personal energy.

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 early stages of the loan process.
• Help manage the Mortgage Advisor’s calendar and communications.
• Track lead and pipeline activity in the CRM.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Teamwork

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.

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.

What We Offer

• Performance-driven compensation
  Competitive base salary with bonus or incentive opportunities, depending on role

• Comprehensive, flexible health benefits
  A range of medical and dental plans to choose from based on your needs, with vision coverage available for you and your family starting on day one.

• Financial wellbeing & long‑term support
  Build long‑term financial security with a 401(k) through Vanguard, HSA with employer contributions, FSA’s, Employer Paid STD & LTD plans and access to financial planning resources.

• Time to recharge
  Generous paid time off, company holidays, sick time, and paid parental leave.

• Support for families
  Paid parental leave and childcare support, including employer matching for dependent care FSA.

• Holistic wellbeing support
  Mental health care (6 free virtual or in‑person sessions) and wellness programs through Spring Health, EAP access, and additional perks like pet insurance and lifestyle discounts.

• Flexibility in how you work and live
  Pre‑tax Commuter benefit accounts with an employer match, and programs designed to support different working styles and lifestyles.

• Daily perks that make work better
  Meal and snack offerings in select offices, plus a stipend to support your day‑to‑day - whether you’re in the office or working remotely.

• An exceptional NYC office experience
  Work from our World Trade Center headquarters - featuring thoughtfully designed spaces, natural light, and panoramic skyline views. It’s a space built for collaboration, creativity, and bringing bold ideas to life.

• High‑impact work at a category‑defining moment
  Help shape the brand of an AI‑native company reinventing homeownership from the ground up.

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.