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NEO - Learning Enablement Specialist @ Better Mortgage

RemoteRemoteFull-timePosted 39 days ago

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About this role

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.

Learning Enablement Specialist (Production Training and Readiness Focus)

Role Overview

The Learning Specialist plays a critical role in preparing new Production team members (Mortgage Advisors, Production Partners, and support roles) for success through structured onboarding, applied learning, and real-world file readiness. This role is responsible for delivering initial production training, reinforcing learning through practical application, and ensuring new hires demonstrate competency through live file reviews prior to advancing to the nesting stage.

This position bridges the gap between training and production by combining facilitation, coaching, content development, and performance evaluation to ensure new hires are fully prepared to move into the training nesting environment.

Core Responsibilities

Production Onboarding and Training Delivery

Facilitate structured onboarding programs for new Production team members, ensuring alignment with role-specific expectations, systems, and workflows.

Deliver virtual instructor-led training sessions focused on:

Loan origination processes

System navigation (e.g., Tinman, Besty, NEONet, Rovo, SalesPal, supporting tools)

Client communication best practices

Product knowledge and guidelines

Reinforce learning through scenario-based discussions, real-world examples, and guided practice.

Conduct daily or weekly training touchpoints to assess knowledge retention and readiness.

Enroll and track completion of role-specific training assigned in the Learning Hub

Live File Review and Readiness Assessment (Primary Focus)

Perform detailed reviews of live loan files submitted by new hires to assess:

Accuracy and completeness of data

Adherence to process and compliance requirements

Quality of structuring and decision-making

Alignment with investor and underwriting expectations

Complete standardized scorecards to evaluate performance and identify trends.

Provide clear, actionable feedback to new hires to improve performance and reinforce learning.

Assign and coordinate additional file reviews across reviewers when applicable.

Track performance metrics across file reviews to determine readiness for progression.

Partner with training leadership to make go/no-go recommendations for transition into the nesting stage.

Coaching and Performance Support

Conduct 1:1 and group coaching sessions based on file review outcomes and observed performance gaps.

Support new hires in translating training concepts into real-world application.

Reinforce critical thinking, decision-making, and problem-solving skills in loan structuring.

Provide targeted remediation plans for individuals needing additional support prior to nesting.

Training Program Development

Develop and enhance onboarding curriculum for Production roles, ensuring it reflects current systems, guidelines, and workflows.

Create detailed outlines and storyboards for digital learning modules (Rise, Storyline, etc.).

Continuously update training content based on:

Process changes

System updates

Feedback from Production and Operations teams

Ensure training aligns with business priorities and performance expectations.

Learning Content Creation

Design and develop high-quality learning materials, including:

Job aids

Checklists

Infographics

Bulletins

User guides and policies

Translate complex mortgage processes into clear, accessible, and actionable resources.

Ensure all materials align with content standards and are optimized for use within NEONet.

Soft Skills and Professional Development

Design and facilitate training focused on:

Client communication

Consultative selling

Time management and prioritization

Team collaboration

Integrate soft skills into production training to support a high-quality client experience.

Training Needs Analysis and Continuous Improvement

Identify training gaps through:

File review trends

Scorecard data

Feedback from leaders and participants

Recommend and implement enhancements to training programs and materials.

Develop structured upskilling pathways aligned with career progression.

Technical Writing and Documentation

Support technical writing initiatives by creating and maintaining:

Training documentation

Process guides

Knowledge base content

Ensure consistency, clarity, and usability across all documentation.

Maintain version control and alignment with current processes and systems.

Multimedia and Training Asset Management

Edit and produce training recordings using Camtasia, including:

Editing and polishing recordings

Adding bookmarks and navigation

Creating intros and outros

Publish and maintain training content libraries for ongoing access.

Communication and Engagement Support

Serve as backup support for Learning Support Administration by:

Assisting with preparation and publishing of weekly Orbit communications

Promoting awareness of training resources and updates

Help ensure Production teams remain informed, engaged, and aligned with new content and initiatives.

Key Outcomes and Success Measures

New hires demonstrate readiness through successful live file reviews

Reduced errors and improved file quality prior to nesting

Strong alignment between training and real-world production expectations

Increased confidence and competency among new Production team members

Scalable and consistent onboarding experience across all hires

Ideal Candidate Profile

Strong understanding of Tinman, mortgage production workflows, and loan lifecycle

Experience in training, coaching, or onboarding within mortgage or financial services

Ability to evaluate loan files and provide detailed, constructive feedback

Strong facilitation and communication skills

High attention to detail with strong organizational and analytical skills

Ability to balance multiple priorities in a fast-paced environment

What We Offer

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.

High-impact work at a category-defining moment Help shape the brand of an AI-native company reinventing homeownership from the ground up.

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.

Skills

NEO Home LoansUS NEO Home Loans, Distributed Retail

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