Production Partner, NEO Home Loans

Better Mortgage•Council Bluffs, IA

4d•Hybrid

About The Position

Better is rebuilding home finance as an AI-native platform—turning a process that once took weeks into something that can happen in seconds. With over $110B in loans funded and $1.2B+ raised, we operate at real scale while rethinking how homeownership works from the ground up. The category hasn’t caught up yet. That’s the opportunity.

Requirements

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

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.

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.
Competitive base salary with bonus or incentive opportunities, depending on role
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.
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.
Generous paid time off, company holidays, sick time, and paid parental leave.
Paid parental leave and childcare support, including employer matching for dependent care FSA.
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.
Pre-tax Commuter benefit accounts with an employer match, and programs designed to support different working styles and lifestyles.
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.
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.