Loan Officer Associate

Job Description

What You’ll Do

• 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

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

What You Bring

• 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)
• Able to manage multiple priorities across systems and timelines
• Strong communication skills and customer focus
• Interest in building a long-term career in mortgage sales

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

Life at Lennar

• Comprehensive array of benefits including Medical, Dental, Vision, 401(k) Retirement Plan, Paid Parental Leave, and more
• Home Purchase Discounts and unique opportunities like Everyone’s Included Day
• Access to various social media platforms and company overview

About the Role

• Early-career position designed to prepare high-potential individuals for a producing Loan Officer career
• Active contribution to lead conversion, pipeline growth, and customer experience
• Learning the daily behaviors, metrics, and decision-making of top-performing Loan Officers

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)
• Able 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

• Comprehensive array of benefits including Medical, Dental, Vision, 401(k) Retirement Plan, Paid Parental Leave, and more
• Home Purchase Discounts and unique opportunities like Everyone’s Included Day
• Access to various social media platforms and company overview

Pay

TBD

Schedule

TBD