Better

• 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. • Oversee the organization and maintenance of loan files, ensuring compliance with regulatory standards and company policies. • Act as a primary point of contact for clients, providing updates on the status of their loan applications. • Monitor and manage the loan pipeline to track the progress of applications and meet closing deadlines. • Conduct quality assurance checks to minimize errors and ensure accuracy in loan documentation.

• Serve as the primary point of contact for borrowers throughout the loan process via phone, email, voicemail, and SMS/chat — maintaining a minimum average of 60–80 outbound calls per day • Proactively manage a pipeline in a timely and accurate manner — conducting check in calls with borrowers, following up on outstanding items, and keeping notes, file statuses, and tasks always current in internal system- Tinman • Handle borrower outreach for suspension and missing documentation — communicate clearly on what is needed, set expectations, and resolve ready-for closing blockers and quality control conditions • Understand loan applications, automated underwriting systems (DU/LPA), and credit, income, and asset documents; prepare loans adequately for initial underwriting review. • Collaborate with Internal teams like Title, HOA, and Homeowners Insurance to expedite required documents for loan processing; escalate internal and third-party delays proactively. • Coordinate with Loan Consultants and Coordinators to determine file status, manage lock extensions, and support the Loan Coordinator throughout the loan process. • Flag Internal system discrepancies, pipeline issues, or escalation needs to the assigned Coordinator or Team Lead proactively; always comply with corporate policies and regulatory requirements. • Demonstrate initiative to identify process improvements and enhance the borrower experience; work collaboratively with the team and be open to coaching, feedback, and mentoring.

• Manage a pipeline of prospects across home purchase, refinance, and home equity needs, guiding them through the home lending process. • Assist clients with their mortgage application and documentation, including inbound and outbound calls, ensuring accuracy and timeliness. • Communicate clearly and confidently with clients, answering questions and building the product and market knowledge needed to do so effectively. • Drive customer conversion through critical funnel stages while hitting key sales performance targets. • Collaborate closely with loan officers and underwriters to ensure a seamless, efficient client experience. • Execute key sales activities within defined time frames (e.g., fast response to new prospects). • Understand each customer's timeframe and objectives, adapting your approach to meet their individual needs. • Stay current on industry regulations and loan products (conventional, FHA, VA) to provide accurate guidance. • Take ownership of client inquiries, providing timely resolutions while maintaining confidentiality of sensitive information. • Contribute ideas to improve in-house software, sales processes, and the overall customer experience.

Title: Production Partner Location: Omaha, Nebraska, USA Department: NEO Home Loans 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: - 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. 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: - 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. 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. Don't see a role that fits your unique experience or career goals? Sign up to join our Talent Community!

• Drive the month end close process as a key part of the accounting team by taking ownership of certain tasks, expenses, revenue, and payroll sections of the P&L • Create and review journal entries in the GL along with preparing and reviewing excellent supporting schedules • Prepare and review monthly balance sheet reconciliations including investigating aged or unreconciled items • Investigate and resolve both current and historical issues with our different transaction types • Implement accounting processes for new product streams or initiatives • Identify areas for improvement and drive process improvements • Work with our external auditors to ensure the timely completion of reviews and audits • Educate coworkers regarding financial practices, implications, and policies • Provide ad hoc analysis support to business leaders and key partners for complex accounting questions • Serve as a mentor and resource to more junior team members

• Convert company provided leads into completed applications with credit reports • Pre-qualify applicants and obtain required documentation from the borrower • Sell borrowers on all material loan terms using a consultative and benefit-based approach • Overcome borrower objections with a solutions-based mindset • Maintain borrower commitment through funding and assist processing with escalated problems

• Own the end-to-end integration ecosystem across Workday and connected systems • Design scalable integration patterns and determine appropriate approaches (configuration vs integration vs API-based solutions) • Drive long-term scalability, reusability, and reliability of integration solutions • Continuously evaluate and improve existing solutions, bringing forward new ideas and approaches where appropriate • Proactively identify system, process, and data issues and translate them into scalable solutions • Partner with HR and People Systems teams to co-design solutions aligned with business processes • Design and build complex, multi-system integration workflows, including orchestration logic, conditional processing, error handling, and data dependencies • Support and enhance integrations tied to payroll, benefits (including open enrollment), and annual performance/merit cycles • Apply best practices for performance, scalability, and reliability • Collaborate across cross-functional teams and internally with People Systems • Create and maintain technical specifications and integration documentation • Identify opportunities to improve integrations, processes, and system usage

• Prepare and review closing documents, including Closing Disclosures (CD), Notes, Mortgages, and other required documents. • Collaborate with title companies and attorneys to ensure closing packages are accurate and compliant. • Balance figures with title agents and verify wire instructions and funding conditions. • Ensure loans are closed and funded according to the scheduled date. • Maintain knowledge of TRID, RESPA, TILA, and other applicable regulations. • Confirm loan terms match the final underwriting approval. • Verify and coordinate disbursement of funds through wire transfers. • Respond promptly to internal and external inquiries regarding closings. • Ensure compliance with investor and company guidelines throughout the closing process.

• Administer the full Atlassian suite (Jira, Jira Service Management, Confluence, Loom). • Configure, support, and optimize Intercom. • Provide tier 2 and tier 3 support for end users. • Manage Atlassian Analytics and Rovo (Atlassian AI). • Build and maintain Atlassian automations and Intercom workflows. • Lead knowledge management initiatives. • Run platform health initiatives. • Manage users, groups, and access provisioning. • Evaluate, deploy, and manage Atlassian Marketplace apps. • Support audit, compliance, and access certification activities. • Partner with business leaders to gather requirements. • Develop scripts, queries, and integrations. • Document configurations, runbooks, and processes.

• Administer Okta end to end, including users, groups, applications, authentication policies, sign-on rules, network zones, and Okta Workflows across the full product suite. • Configure and support Okta authentication and access standards, including OAuth/OIDC, SAML, SCIM, Okta FastPass, Device Trust, device-bound SSO, and Device Access. • Integrate and manage third-party SaaS applications in Okta, including SSO setup, SCIM-based provisioning and de-provisioning, group push, and role mapping. • Own Okta's integrations with core enterprise systems, including Microsoft (Entra ID / Active Directory) and Workday as the HR system of record driving joiner, mover, and leaver events. • Design and operate the joiner/mover/leaver lifecycle, ensuring timely, accurate, and auditable provisioning and de-provisioning across all in-scope applications. • Ensure application integrations meet security best practices, including least-privilege access, MFA enforcement, strong authentication policies, and well-structured group and role design. • Partner with the Security team to design and implement Okta and application-level security controls, policies, and risk-based / adaptive access rules. • Support audit, compliance, and access certification activities (e.g., SOX, SOC 2) with reporting, evidence collection, and periodic access reviews. • Build and maintain Okta Workflows and other automations to streamline identity processes such as onboarding, offboarding, group membership, and access reviews. • Provide tier 2 and tier 3 support for IAM-related issues, including triage, root-cause analysis, and remediation, and serve as the escalation point for the helpdesk. • Document configurations, runbooks, and processes to support team continuity, onboarding, and audit readiness.