Loan Officer Associate
About the role
The NextGen Loan Officer Associate (LOA) role is an early-career position designed to prepare high-potential individuals for a producing Loan Officer career. This role involves actively contributing to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision-making of top-performing Loan Officers.
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
- Identify needs, present options, and address objections
- Build effective relationships with New Home Consultants, internal partners, and referrals
- Engage in builder, realtor, and community activities that generate leads
- Maintain accurate loan data, documentation, and notes in the LOSTrack
- Daily follow-ups, milestones, and next steps to support on-time closings
- Understand loan progress end-to-end and 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
Qualifications
- 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)
- Strong communication skills and customer focus
- Interest in building a long-term career in mortgage sales
Skills
- Sales Mindset & Drive
- Digital & AI Fluency
- Adaptability & Ownership
Benefits
- Base compensation ranging from $15.92 - $23 per hour
- Opportunity for bonuses and commissions
- Comprehensive benefits package including health insurance, retirement plans, parental leave, and more
Pay
We reasonably expect the base compensation offered for this position to range from an hourly rate of $15.92 - $23, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
Schedule
This role is a hybrid position, combining remote and in-office work.
Company Information
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. Lennar offers a variety of benefits including health insurance, retirement plans, parental leave, and more. Visit Lennartotalrewards.com to view our suite of benefits.