Loan Officer Associate

• 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 via phone, email, and digital channels
• Identify customer needs, present options, and address objections to support conversion
• Build 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 follow-ups, milestones, and next steps to support on-time closings
• Review pipeline activity and reports to understand loan progress end to end
• Help gather required documentation for processors and closers
• Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
• Train on mortgage rate sheets, pricing, and rate locking
• Complete required testing and licensing
• Maintain compliance knowledge, including RESPA and continuing education
• Use CRM, LOS, digital tools, AI, and automation to manage leads and workflows
• Use data insights to improve customer experience and pipeline performance
• Identify process improvements that increase selling time and team efficiency

• High School Diploma (required)
• Bachelor’s degree (preferred)
• NMLS License or willingness to obtain
• Experience using digital tools for work, projects, or collaboration
• Ability to manage multiple priorities across systems and timelines
• Strong communication skills and customer focus
• 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
• Use technology and emerging tools to work smarter
• Thrives in changing environments with evolving priorities
• Open to feedback, coaching, and continuous learning
  
  Demonstrates resilience, curiosity, and follow-through
• Interest in building a long-term career in mortgage sales

Demonstrates expertise in customer engagement and mortgage processes, utilizing digital tools and CRM systems to enhance lead management and pipeline performance. Maintains compliance knowledge and effectively communicates with clients and internal partners to drive sales and improve customer experience.

• NMLS License
• Customer Engagement
• CRM Management
• Mortgage Process Knowledge
• Compliance Knowledge

• Loan Data Management
• Documentation Gathering
• Pipeline Tracking
• Sales Performance Metrics
• Process Improvement

• Strong Communication Skills
• Customer Focus
• Resilience
• Curiosity
• Accountability

• NMLS License

• Mortgage Sales
• RESPA
• Consultative Approach
• Lead Generation
• Continuous Improvement

• CRM
• LOS
• Digital Tools
• AI
• Automation