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

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 enhance Associates' well-being and professional growth, including:

• Robust health insurance plans (Medical, Dental, and Vision)
• 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

Schedule

Flexible schedule to accommodate the needs of both the individual and the business.

Pay

Competitive salary and bonus structure based on performance and experience.

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

What Sets You Apart

• 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

Why Lennar / Why NextGen

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 committed to internal advancement.

At Lennar

Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.