NEO - Learning Enablement Specialist

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.