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NEO - Loan Specialist

Role overview

Qualifications

  • Bachelor's degree in business, finance, or a related field
  • Previous experience in mortgage lending operations or loan coordination is preferred
  • Strong organizational and multitasking skills
  • Excellent communication and interpersonal skills

Responsibilities

  • Manage the end-to-end processing of mortgage loan applications, ensuring all necessary documents are collected and reviewed for accuracy
  • Act as a primary point of contact for clients, providing updates on the status of their loan applications
  • Ensure compliance with industry regulations, company policies, and loan program guidelines
  • Monitor and manage the loan pipeline to track the progress of applications and meet closing deadlines

Key facts

Other skills

  • Organizational Skills
  • Multitasking
  • Quality Assurance
  • Troubleshooting (Problem Solving)
  • Communication
  • Social Skills
  • Detail Oriented

About the company

Better logo

Better

Mortgage & Real Estate Finance

Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. From its founding in 2016 through mid 2021, Better funded over $45B in home loans and provided over $25B in cumulative coverage through Better Cover and Better Settlement Services, the insurance divisions of Better. Better has raised over $400M in equity capital since inception. The company was ranked #1 on LinkedIn’s Top Startups List for 2021 and 2020, #1 on Fortune’s Best Small and Medium Workplaces in New York, #15 on CNBC’s Disruptor 50 2020 list, as well as being listed to Forbes FinTech 50 for 2020. For more information, follow @betterdotcom. Join us. NMLS #330511 | NMLS Access: better.ryukyu/3WJ99P8 © 2021 Better Holdco, Inc. and/or its affiliates. All rights reserved. Home lending products offered by Better Mortgage Corporation. Better Mortgage Corporation is a direct lender. NMLS #330511. 3 WTC, Floor 57, New York, NY 10007. Loans made or arranged pursuant to a California Finance Lenders Law License. Not available in all states. Equal Housing Lender. NMLS Consumer Access Better Real Estate, LLC is a Virginia Licensed Real Estate Firm with its principal office located at 312-F East Market St., Leesburg, VA 20176. License #0266029484. Equal Housing Opportunity Better Mortgage Corporation, Better Real Estate, LLC, Better Settlement Services, LLC and Better Cover, LLC are separate operating subsidiaries of Better Holdco, Inc. Each company is a separate legal entity operated and managed through its own management and governance structure as required by its state of incorporation, and applicable and legal and regulatory requirements. Products not available in all states.

Company details

Company typeLarge
IndustryMortgage & Real Estate Finance
Company size1001 - 5000

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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.

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:

  • Loan Application Processing:

  • Manage the end-to-end processing of mortgage loan applications, ensuring all necessary documents are collected and reviewed for accuracy.

  • Collaborate with loan officers, underwriters, and processors to facilitate a smooth and efficient application process.

  • Documentation Management:

  • Oversee the organization and maintenance of loan files, ensuring compliance with regulatory standards and company policies.

  • Verify and validate all required documents and information provided by clients.

  • Client Communication:

  • Act as a primary point of contact for clients, providing updates on the status of their loan applications.

  • Address client inquiries and concerns in a timely and professional manner.

  • Coordination with Stakeholders:

  • Collaborate with internal teams, including underwriting, processing, and closing departments, to ensure a coordinated and efficient workflow.

  • Communicate with external stakeholders, such as real estate agents and title companies, to coordinate the closing process.

  • Compliance and Quality Assurance:

  • Ensure compliance with industry regulations, company policies, and loan program guidelines.

  • Conduct quality assurance checks to minimize errors and ensure accuracy in loan documentation.

  • Pipeline Management:

  • Monitor and manage the loan pipeline to track the progress of applications and meet closing deadlines.

  • Provide regular updates to all relevant parties on the status of loans in process.

  • Problem Resolution:

  • Proactively identify and address issues or challenges that may arise during the loan application process.

  • Work with internal teams to find solutions and ensure a positive client experience.

  • Administrative Support:

  • Provide administrative support to loan officers and other team members as needed.

  • Assist in maintaining accurate and up-to-date records in the loan management system.

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:

  • Bachelor's degree in business, finance, or a related field.

  • Previous experience in mortgage lending operations or loan coordination is preferred.

  • Strong organizational and multitasking skills.

  • Excellent communication and interpersonal skills.

  • Detail-oriented with a focus on accuracy.

  • Familiarity with mortgage software and documentation tools.

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.

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.

Better is the first AI-native mortgage and home equity finance company, revolutionizing one of the largest financial markets in the world. We make home finance radically more transparent; using AI and proprietary technology to eliminate friction from the mortgage process through our industry-leading AI platform, Tinman®, and the first voice-based AI mortgage assistant, Betsy™. Our mission is simple: make homeownership cheaper, faster and more accessible by transforming how people buy and finance homes.

 

The facts that speak for themselves:

 
  • 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 propriety AI platform makes us an award-winning lender:

    • Fintech Breakthrough Award 2025: Best Lending Innovation

    • Yahoo! Finance (Jan 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.


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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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