Production Partner, NEO Home Loans

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
• 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
• Help manage the Mortgage Advisor’s calendar and communications
• Absorb and coordinate 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