Hybrid Production Partner II

Posted 7 hours ago

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About the role

  • Serve as a Production Partner II in NEO Home Loans supporting clients in mortgage consultations. Involved in loan scenario preparation and client communication within a hybrid working environment.

Responsibilities

  • Prepare loan scenarios and financial analyses to support client consultations
  • Serve as a primary point of contact for borrowers and real estate agents during the home search phase
  • Assist borrowers and agents when offers are submitted by preparing updated loan analyses
  • Help manage the active loan pipeline by monitoring file progress
  • Execute loan locks within approved parameters and coordinate lock extensions when necessary
  • Monitor the pipeline for refinance opportunities and coordinate refinance consultations

Requirements

  • Strong mortgage knowledge and the ability to review and structure loan scenarios
  • Excellent verbal and written communication skills with the ability to build confidence with borrowers and real estate agents
  • Highly organized with the ability to manage multiple loan files and deadlines simultaneously
  • Strong problem-solving skills and ability to proactively identify and address issues in loan files
  • Comfortable collaborating with borrowers, real estate agents, and internal teams throughout the transaction lifecycle
  • Self-motivated with a high level of accountability and attention to detail
  • Experience working with CRM systems, loan origination software, and mortgage documentation processes
  • Mortgage industry experience required
  • NMLS licensing preferred or willingness to obtain licensing encouraged

Benefits

  • Day One Coverage – Your benefits begin on your first day, so you’re supported from the start
  • Nationwide Medical, Dental & Vision Coverage – Comprehensive plans that travel with you, wherever you are
  • Mental Health Support When You Need It – Immediate access to virtual therapy with licensed providers for you and your eligible dependents (ages 6+), with your first few visits covered at no cost!
  • Health Savings Account (HSA) – Includes an employer contribution to help you plan for healthcare expenses
  • Employer-Funded Dependent Care FSA – Support for childcare and/or dependent care costs
  • Disability & Life Insurance – Provided at no additional cost to give you added peace of mind
  • Flexible PTO – Time off when you need it, so you can recharge and focus on what matters most
  • Extra Perks & Discounts – Including pet insurance, savings programs, and more to support life beyond work

Job title

Production Partner II

Job type

Experience level

Mid levelSenior

Salary

$70,000 - $80,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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