NEO - Loan Specialist

About the role

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.

Essential Job Duties and Responsibilities

• Manage the end-to-end processing of mortgage loan applications, ensuring all necessary documents are collected and reviewed for accuracy.
• Collaborate with loan officers, underwriters, and processors to facilitate a smooth and efficient application process.
• Oversee the organization and maintenance of loan files, ensuring compliance with regulatory standards and company policies.
• Verify and validate all required documents and information provided by clients.
• Act as a primary point of contact for clients, providing updates on the status of their loan applications.
• Address client inquiries and concerns in a timely and professional manner.
• Collaborate with internal teams, including underwriting, processing, and closing departments, to ensure a coordinated and efficient workflow.
• Communicate with external stakeholders, such as real estate agents and title companies, to coordinate the closing process.
• Ensure compliance with industry regulations, company policies, and loan program guidelines.
• Conduct quality assurance checks to minimize errors and ensure accuracy in loan documentation.
• Maintain the loan pipeline to track the progress of applications and meet closing deadlines.
• Provide regular updates to all relevant parties on the status of loans in process.
• Proactively identify and address issues or challenges that may arise during the loan application process.
• Work with internal teams to find solutions and ensure a positive client experience.
• Provide administrative support to loan officers and other team members as needed.

Qualifications and Skills

• Bachelor's degree in business, finance, or a related field.
• Previous experience in mortgage lending operations or loan coordination is preferred.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on accuracy.
• Familiarity with mortgage software and documentation tools.

Benefits

• Competitive compensation reliant on ability and experience.
• Comprehensive healthcare, retirement, and voluntary benefits.
• Personalized care and tools for realizing your mental health and wellness goals.
• A flexible PTO program second to none.
• Option for remote and hybrid work arrangements available.
• Additional benefit perks and discounts.