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 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.

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 to build effective relationships
• Engage directly with customers and use modern digital and AI-enabled tools to manage relationships, prioritize leads, and drive results
• Work alongside experienced sales professionals and participate 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
• Review pipeline activity and reports to understand loan progress end-to-end
• Support processors and closers by helping gather required documentation

Requirements

• 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

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)
• 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

Skills

• 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

Benefits

Life at Lennar offers a comprehensive array of benefits designed to enhance Associates' well-being and professional growth, including:

• Robust health insurance plans, including Medical, Dental, and Vision coverage
• 401(k) Retirement Plan with a $1 for $1 Company Match up to 5%
• Paid Parental Leave
• Associate Assistance Plan
• Education Assistance Program
• Up to $30,000 in Adoption Assistance
• Up to three weeks of vacation annually
• Generous Holiday, Sick Leave, and Personal Day policies
• New Hire Referral Bonus Program
• Significant Home Purchase Discounts
• Everyone’s Included Day

Pay

Compensation details are not specified in this posting.

Schedule

Schedule details are not specified in this posting.