Production Partner

Reposted 3 Days Ago
Be an Early Applicant
Santa Cruz, CA, USA
Hybrid
Entry level
Consumer Web • Fintech • Real Estate • Software • Financial Services
Better's mission is to make homeownership simple, faster, and more accessible for everyone.
The Role
Support Mortgage Advisors by contacting leads, scheduling consultations, collecting and organizing borrower information and documents, tracking pipeline in the CRM, updating referral partners, and assisting with advisor calendar and communications to move loan applications toward pre-approval.
Summary Generated by Built In
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.

About Us:

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. Our team comprises passionate, talented, and hardworking individuals dedicated to achieving excellence. Join our team and be part of a dynamic company that values innovation, fosters personal growth, and prioritizes a culture of collaboration and excellence.

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 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.

Non-Essential Job Duties and Responsibilities

  • Adopts NEOs values in work behavior, decision making, contributions and interpersonal interactions.

  • Promotes interdepartmental communication and culture.

  • Lead, develop and motivate the team across all locations and operational functions.

  • Continued focus to ensure all families (Internal and External) are receiving the best possible service.

  • Qualifications and Skills:

  • 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.

  • Previous mortgage experience is not required. We welcome recent graduates and candidates with experience in customer service, banking, hospitality, retail, sales, or other client-facing roles who are eager to build a career in the mortgage industry.

We're looking for someone who demonstrates:

  • Coachability and a desire to learn

  • Strong communication skills

  • Curiosity and problem-solving ability

  • Ownership and accountability

  • Excellent organizational skills and attention to detail

  • Foundational numeracy and critical thinking

  • A passion for helping clients

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.

Career Growth Opportunity

This role is designed as the first step in a long-term career path at NEO Home Loans. You'll receive structured training, mentorship, and hands-on experience while developing the skills needed to grow from Production Partner to Mortgage Advisor. If you're motivated to learn, take ownership, and build a rewarding career in the mortgage industry, we'll invest in your success.

By the numbers:

We've funded over $110 billion in loans (more than any other fintech in the US!)

Raised over $1.2 billion in equity capital to modernize the $15 trillion mortgage industry

Better's proprietary AI platform, Tinman®, and voice-based AI mortgage assistant, Betsy™, make us an award-winning lender:

  • Banking Tech Award USA (2026): Best LendTech Solution

  • Fintech Breakthrough Award (2026): Digital Mortgage Company of the Year

  • NerdWallet Best of Award (2026): Best for Home Equity Loans

  • Fintech Breakthrough Award 2025: Best Lending Innovation

  • Yahoo! Finance (2025): Best Mortgage Lender for First-Time Homebuyers – Best for quick approval

  • Yahoo! Finance (2025): Best Online Mortgage Lender

  • Money Magazine (2025): Best for fast closing

  • Forbes (2023): Best Online Mortgage Lender

We're building the future of home finance — and we're looking for smart, driven, ambitious innovators who are ready to tackle the most impactful work of their careers.

Disclaimer

Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Skills Required

  • 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
  • High school diploma or equivalent
  • Additional coursework in finance or a related field
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The Company
HQ: New York, NY
2,000 Employees
Year Founded: 2014

What We Do

Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.

Why Work With Us

The Better mission is rooted in values that drive us. We do what’s in the best interest of the consumer We have growth mindsets, not fixed ones We believe that success lies in execution, not credentials We act like owners, not just employees We work to find answers on our own, not wait for them to be given to us We optimize for mission, not ego

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