About the role

Aplyr's Quick Take

This role is primarily about supporting Client Success Managers by handling administrative tasks related to mortgage advisors and loan operations. You'll be managing client inquiries, updating records, and ensuring smooth communication between teams, making it an individual contributor role focused on operational support.

Good fit

Ideal candidates are detail-oriented individuals with experience in client service or operations, preferably in the financial or mortgage industry. A proactive working style and strong communication skills will help you thrive here.

Worth noting

The role involves a lot of behind-the-scenes work rather than direct client interaction, which may not appeal to those looking for a more customer-facing position. The company is heavily focused on AI technology in the mortgage space, which could be a unique opportunity for those interested in fintech.

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.

Responsibilities and Duties:

Mortgage Advisor Lifecycle Support

o For newly onboarded MAs, input all required data into the master spreadsheet and notify leadership when CSM assignment is needed.

o For terminated MAs, update termination dates, remove access from dashboards, and ensure records are fully reconciled.

Loan & Investor Operations

o Identify all brokered loans and confirm correct investor setup in TM.

o Gather first payment letters and distribute them to the appropriate CSMs and loan teams.

o Prepare, validate, and send transfer letters with accurate loan and servicer information.

Client Servicing & Inbox Management

o Monitor CSM email inboxes for recurring servicing inquiries (e.g., payment setup issues).

o Respond on behalf of the CSM using previously sent documentation, reducing duplicate client outreach and improving response times.

o Escalate only non-standard or unresolved servicing issues to the appropriate CSM.

Email Communications & Launch Support

o Send client-facing and internal emails on behalf of CSMs, ensuring accuracy, consistency, and timeliness.

Skills & Tags

go ai data

Aplyr's read

Better Mortgage is a tech-driven company simplifying home financing, attracting professionals skilled in digital solutions and customer service.
Synthesized from recent postings & public sources

What's promising

•Fully online platform streamlines mortgage applications, reducing paperwork and time.
•Focus on technology makes homeownership more accessible and affordable.
•Recent hiring in diverse roles indicates growth and expansion.

What to watch

•Digital-only approach may alienate customers preferring in-person interactions.
•Highly competitive mortgage market presents challenges for differentiation.
•Regulatory compliance in financial services can be complex and costly.

Why Better

•Leverages technology to create a seamless mortgage experience.
•Emphasizes affordability and accessibility in home financing.
•Offers a wide range of roles, indicating a dynamic work environment.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Better

Better

better.com

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Better Mortgage is a digital mortgage company that aims to simplify the home financing process by providing a fully online platform for mortgage applications and approvals. By leveraging technology, they strive to make homeownership more accessible and affordable for consumers.