NEO Home Loans
FinTech
ProductionPartner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Production Partner at NEO Home Loans. Skills: Sales processes, Client relationships, Revenue generation, Deal closure. Follow up with leads. Schedule initial consultations”
Industry & Context.
What They're Looking For.
Must Have
High school diploma
Nice to Have
Coursework in finance
What You'll Do.
Schedule initial consultations
Collect borrower information
Assist borrowers with applications
Send documentation requests
Submit files for pre-approval
Provide updates to partners
Manage Mortgage Advisor's calendar
Track pipeline activity
How You'll Work.
Team & Collaboration
Interdepartmental communication; Promotes culture
Communication Scope
Verbal communication; Written communication
Full Job Description
WHY BETTER. WHY NOW. 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. 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. 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 communicatio
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