Loan Originator Assistant, NEO Home Loans

Better is an AI-native platform revolutionizing home finance, aiming to make the lending process faster and more transparent. The Loan Originator Assistant at NEO Home Loans will support client consultations, manage communication between borrowers and agents, and ensure efficient transaction management throughout the loan process.

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, coordinating contract meetings, and ensuring the Mortgage Advisor has the necessary information to support contract discussions and strategy
• Help manage the active loan pipeline by monitoring file progress, coordinating with Credit Analysts, Loan Specialists, and operations teams, and ensuring transactions continue moving toward closing
• Execute loan locks within approved parameters and coordinate lock extensions when necessary, ensuring accurate communication with internal teams and timely updates for clients
• Monitor the pipeline for refinance opportunities and coordinate refinance consultations with the Mortgage Advisor when appropriate
• 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

Skills

• 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
• 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 programs designed to support different working styles and lifestyles.
• Daily perks that make work better 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.
• An exceptional NYC office experience 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.

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