Production Partner

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.

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
• Aid borrowers in 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
• Aid 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
• Strong interpersonal and teamwork skills
• Self-motivated with a high level of personal energy and accountability

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
• Flexible PTO program second to none
• Option for remote and hybrid work arrangements available
• Additional benefit perks and discounts