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. You’ll work alongside experienced sales professionals, engage directly with customers, and use modern digital and AI-enabled tools to manage relationships, prioritize leads, and drive results.

Responsibilities

• 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 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. 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 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)
• 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

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

Lennar offers a comprehensive suite 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 and an Associate Assistance Plan
• 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
• New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities like Everyone’s Included Day

At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates can enjoy these benefits as outlined by Lennar’s policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.