Production Partner, Distributed Retail - Bilingual

Summary

Join NEO Home Loans, a Better company division, and contribute to a dynamic team redefining the homeownership experience. Partner with mortgage advisors and operations to ensure seamless communication and efficient workflows. Collaborate with loan officers, processors, and underwriters throughout the mortgage production process, ensuring timely and accurate task completion. Serve as a liaison between clients and the production team, addressing inquiries and providing updates. Assist in gathering necessary documentation and support loan applications, conducting regular file reviews for accuracy and compliance. Collaborate to address issues and implement strategies to enhance production efficiency. The role requires fluency in Spanish and strong communication, analytical, and organizational skills.

Requirements

• Must be fluent in Spanish
• Strong attention to detail, organizational and communication skills
• Strong analytical, judgement and managerial skills
• Excellent verbal and written communication
• Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment
• Ability to prioritize and meet deadlines
• Strong interpersonal and teamwork skills and ability to influence through collaboration
• Self-motivated, with a high level of personal energy and commitment
• Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous

Responsibilities

• Partner with mortgage advisors and operations team to facilitate seamless communication and efficient workflow throughout the mortgage application process
• Collaborate with loan officers, processors, and underwriters to facilitate seamless communication and efficient workflow throughout the mortgage production process
• Ensure timely and accurate completion of tasks to meet production goals and deadlines
• Serve as a liaison between clients and the production team, addressing inquiries, providing updates, and ensuring a positive client experience
• Assist in gathering necessary documentation and information from clients to support loan applications
• Conduct regular reviews of loan files to ensure accuracy, completeness, and compliance with regulatory requirements and company standards
• Collaborate with the production team to address any identified issues promptly
• Collaborate with management to implement strategies to enhance production efficiency
• Participate in co-creation of strategies to enhance production efficiency

Preferred Qualifications

• 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

Benefits

• Benefits eligibility effective DAY ONE
• $0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution
• Additional Medical, dental, vision plan options also all with nationwide coverage
• Flexible PTO
• Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!
• Personalized care for every fertility and family care journey for our employees and their partner!
• Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match!
• Discount programs and perks including pet Insurance!