Loan Officer Associate
Listed on 2026-07-05
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Sales
CRM System
The Next Gen Loan Officer Associate (LOA) is an early‑career position designed to prepare high‑potential individuals for a producing Loan Officer career. This role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers.
What You’ll Do- 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.
- Identify ways to streamline processes and increase selling time.
- Share practical improvements that increase team efficiency.
- Strong interest in sales and customer relationships.
- 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.
- Adapts quickly to new platforms and applies them to real work.
- Thrives in changing environments with evolving priorities.
- Open to feedback, coaching, and continuous learning.
- Demonstrates resilience, curiosity, and follow‑through.
- 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.
- Interest in building a long‑term career in mortgage sales.
- 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.
- Hourly rate $19.36 – $21, subject to adjustment based on qualifications, geographic pay differentials, and operational considerations.
- Eligibility for bonuses and commissions.
- Benefits include health insurance (medical, dental, vision), 401(k) with $1 for $1 company match up to 5%, paid parental leave, associate assistance plan, education assistance program, up to $30,000 in adoption assistance.
- Three weeks of vacation annually, generous holiday, sick leave, and personal day policies.
- New hire referral bonus program and significant home purchase discounts.
We are committed to fostering a supportive and enriching environment. Our Associates have access to robust health insurance plans, a 401(k) retirement plan, paid parental leave, an associate assistance plan, education assistance, adoption assistance, vacation, holiday, sick leave, and personal day policies. We also offer home purchase discounts, an Employee Assistance Program, and unique opportunities such as Everyone’s Included Day.
Equal Employment OpportunityLennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
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