Production Partner II

We are building a modern mortgage team focused on influence, growth, and delivering an elite client experience. We are looking for proactive, forward-thinking professionals who want more than a job. This is a launchpad into becoming a Mortgage Advisor.

If you thrive in fast-paced environments, love taking ownership, and want to grow into a high-impact advisory role, keep reading.

The Production Partner is the strategic bridge between pre-approval and closing. You will take ownership of structure, pricing, communication, and in-process oversight so our Mortgage Advisors can focus on growth, influence, and relationship-building.

This is not a back-office role. This is a front-line leadership position inside the transaction.

You will:

• Drive clarity and confidence for clients and agents
• Protect the advisor’s time
• Manage contracts, locks, extensions, and pipeline flow
• Act as the primary point of contact during the home search phase
• Run pipeline meetings and ensure files stay on track
• Step in when challenges arise and solve them before they escalate

Client & Agent Experience

• Serve as the main communicator during the home search phase
• Conduct weekly follow-ups with pre-approved clients
• Provide updated analyses and offer consultations to help structure winning offers
• Provide pre-approval letters quickly and accurately
• Communicate directly with listing agents when needed

Contract to Close Leadership

• Schedule and prepare Contract Meetings
• Build and review financial analyses prior to consultations
• Manage loan locks and extensions with precision
• Lead in-process oversight and keep all parties aligned
• Handle agent updates and shield the advisor from unnecessary distractions

This role is designed to evolve.

As production scales, you will step into:

• Pre-Purchase Consultations
• Refinance Commitment Consultations
• Contract Meetings

The ultimate goal: transition into a full Mortgage Advisor role.

You might be a strong fit if you:

• Think like an owner, not an employee
• Anticipate problems before they happen
• Communicate with confidence and clarity
• Love structure, pricing strategy, and loan analysis
• Thrive in high-accountability environments
• Aspire to become a Mortgage Advisor

Mortgage guidelines and knowledge is necessary. Drive, urgency, and a growth mindset are essential.

Most mortgage roles are reactive.

This one is proactive.

You are not just moving loan along. You are actively building systems, protecting mortgage advisor focus, and helping scale a business designed to modernize the industry.

You will gain:

• Direct mentorship from leadership
• Exposure to client-facing consultations
• Deep understanding of loan structure and pricing strategy
• A defined path to advisory leadership
• Be a part of a national community of production partners to learn and grow with

If you want a seat at the table and a path to ownership-level responsibility, this is it.