Loan Originator Assistant, NEO Home Loans

About the role

At NEO Home Loans, powered by Better Mortgage Corporation, 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.

Essential Job Duties And Responsibilities

• Prepare loan scenarios and financial analyses to support client consultations.
• Evaluate loan options and prepare financial comparisons to guide clients through purchase or refinance strategies.
• Serve as a primary point of contact for borrowers and real estate agents during the home search phase.
• Provide timely updates, answer questions, issue updated pre-approval letters, and ensure all parties remain informed and aligned throughout the transaction.
• Aid borrowers and agents in preparing updated loan analyses, coordinating contract meetings, and ensuring the Mortgage Advisor has the necessary information to support contract discussions and strategy.
• Help manage the active loan pipeline by monitoring file progress, coordinating with Credit Analysts, Loan Specialists, and operations teams, and ensuring transactions continue moving toward closing.
• Execute loan locks within approved parameters and coordinate lock extensions when necessary, ensuring accurate communication with internal teams and timely updates for clients.
• Monitor the pipeline for refinance opportunities and coordinate refinance consultations with the Mortgage Advisor when appropriate.

Qualifications and Skills

• Strong mortgage knowledge and the ability to review and structure loan scenarios.
• Excellent verbal and written communication skills with the ability to build confidence with borrowers and real estate agents.
• Highly organized with the ability to manage multiple loan files and deadlines simultaneously.
• Strong problem-solving skills and ability to proactively identify and address issues in loan files.
• Comfortable collaborating with borrowers, real estate agents, and internal teams throughout the transaction lifecycle.
• Self-motivated with a high level of accountability and attention to detail.
• Experience working with CRM systems, loan origination software, and mortgage documentation processes.
• Mortgage industry experience required.
• NMLS licensing preferred or willingness to obtain licensing encouraged.

Company Benefits

• Day One Coverage – Your benefits begin on your first day, so you’re supported from the start.
• Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are.
• Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
• Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses.
• Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs.
• Disability & Life Insurance – Provided at no additional cost to give you added peace of mind.
• Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most.
• Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work.

Compensation Range

The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided.