Loan Officer Associate

Sales & Customer Engagement

• 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

Pipeline & Business Management

• 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

Training, Licensing & Compliance

• 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

Technology, AI & Modern Tools

• 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

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

Benefits

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

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

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.

Why Lennar / Why NextGen

At Lennar, we offer a 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, and an opportunity to grow your career with a Fortune 500 company committed to internal advancement.