Production Partner

Better

Production Partner assisting Mortgage Advisors in managing leads and document preparation for loan applications. Overseeing borrower communications and helping with scheduling to ensure smooth loan processing.

Posted 7/22/2026full-timeSanta Cruz • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail in managing loan applications and documentation. Proficient in communication and collaboration with clients and referral partners throughout the loan process.

Highest-signal resume keywords

Loan Application ProcessingDocument Review and OrganizationCRM Activity TrackingVerbal and Written CommunicationInterpersonal and Teamwork Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ApplicationDocumentation RequestsPre-Approval SubmissionLead TrackingPipeline Management

Soft Skills

Attention to DetailOrganizational SkillsTask PrioritizationSelf-MotivationAccountability

Tools & Technologies

CRM

Industry Keywords

MortgageBorrower InformationReferral PartnersConsultationsFinance

About the role

Key responsibilities & impact

Follow up with new leads and schedule initial consultations
Collect borrower information and help complete loan applications
Send documentation requests and follow up until files are complete
Review and organize documents before submitting files for pre-approval
Provide updates to referral partners during the early stages of the loan process
Help manage the Mortgage Advisor’s calendar and communications
Track lead and pipeline activity in the CRM

Requirements

What you’ll need

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

Comp & perks

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.