Mortgage - Loan Officer Associate

Next Gen Loan Officer Associate (LOA)

Position paying $20-$21/hr launch Your Career in Mortgage Sales.

The Next Gen Loan Officer Associate (LOA) role 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. You’ll work alongside experienced sales professionals, engage directly with customers, and use modern digital and AI-enabled tools to manage relationships, prioritize leads, and drive results.

Successful LOAs build the foundation to move into full Loan Officer responsibilities, including revenue ownership and referral-based selling. This role is ideal for individuals who are competitive, relationship-driven, and energized by using technology and data to sell smarter and perform at a higher level.

• 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.

• Sales Mindset & Drive — 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.
• Digital & AI Fluency — 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.
• Adaptability & Ownership — 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 (academic, internship, or professional).
• 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…