Production Partner, NEO 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. 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.

• 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.

• 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

• 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.

• Performance-driven compensation
  Competitive base salary with bonus or incentive opportunities, depending on role

• Comprehensive, flexible health benefits
  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.

• Financial wellbeing & long‑term support
  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.

• Time to recharge
  Generous paid time off, company holidays, sick time, and paid parental leave.

• Support for families
  Paid parental leave and childcare support, including employer matching for dependent care FSA.

• Holistic wellbeing support
  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.

• Flexibility in how you work and live
  Pre‑tax Commuter benefit accounts with an employer match, and…