Loan Officer Associate

Job Description

Responsibilities

Partner with a Loan Officer to drive customer engagement, follow-up, and pipeline movement
Guide customers through the mortgage process using a consultative approach
Communicate clearly and promptly via phone, email, and digital channels
Support conversion by identifying needs, presenting options, and addressing objections
Build effective relationships with New Home Consultants, internal partners, and referrals
Participate in builder, realtor, and community activities that generate leads
Maintain accurate loan data, documentation, and notes in the LOS
Track daily follow-ups, milestones, and next steps to support on-time closings
Review pipeline activity and reports to understand loan progress end to end
Learn how Loan Officers prioritize volume and balance service with sales results
Support processors and closers by helping gather required documentation
Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
Train on mortgage rate sheets to understand pricing and rate locking
Complete required testing and licensing, including NMLS and state licenses
Maintain compliance knowledge, including RESPA and continuing education
Use CRM, LOS, and digital tools to manage leads and workflows
Leverage AI and automation to prioritize outreach and reduce manual work
Use data insights to improve customer experience and pipeline performance

Qualifications

High School Diploma
NMLS License or willingness to obtain
Experience using digital tools for work, projects, or collaboration (academic, internship, or professional)
Ability to manage multiple priorities across systems and timelines
Strong communication skills
Customer focus
Interest in building a long-term career in mortgage sales

Preferred Qualifications

Bachelor’s degree
Strong interest in sales, customer relationships, and performance-based roles
Comfortable with accountability, metrics, and continuous improvement
Motivated by growth, progression, and long-term opportunity
Confident navigating multiple systems and tools in a fast-paced environment
Learns new platforms quickly and applies them to real work
Uses technology and emerging tools to work smarter—not just faster
Thrives in changing environments with evolving priorities
Open to feedback, coaching, and continuous learning
Demonstrates resilience, curiosity, and follow-through

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About Company

At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth.

At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally.

Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn https://www.linkedin.com/company/lennar/ > for the latest job opportunities.

Clear, supported path to becoming a producing Loan Officer
Hands-on experience with real customers, real deals, and real sales expectations
Exposure to top-performing Loan Officers and sales leadership
Development of core skills: sales execution, pipeline management, customer engagement, and technology fluency
Opportunity to grow your career with a Fortune 500 company committed to internal advancement