Loan Officer Associate

About the role

We are Lennar, one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for Homeowners, Communities, and Associates. Lennar has been recognized as a Fortune 500® company and consistently ranked among the top homebuilders in the United States.

The Loan Officer Associate assists Loan Officers while developing skills and knowledge to become a Loan Officer in the future. The Loan Officer Associate will complete various online and classroom educational sessions while receiving operational and hands-on training by assisting the Loan Officer and Division Managers.

Responsibilities

Learning & Development

• Participate in formal training programs covering lending fundamentals, loan types, creditworthiness assessment, and the loan approval process.
• Train with manager on mortgage rate sheets to learn accurate pricing and loan locking.
• Review daily/weekly/monthly reports to understand the mortgage process from application to closing.

Continuous Education & Licensure

• Successfully complete testing for mortgage licensing and applicable state licensing.
• Maintain up-to-date knowledge of RESPA through continuing education courses.

Support & Coordination

• Update loan applications with missing data.
• Maintain notes within the Loan Origination System to ensure complete information exchange.
• Occasionally provide initial file setup.

Business Development & Customer Relations

• Participate in builder and realtor functions to develop and maintain relationships.
• Work with Division Manager and Loan Officers on local marketing campaigns.
• Ensure borrowers can reach out through various channels (phone, email, chat) and receive prompt responses.
• Act as a primary contact between borrowers and Loan Officers, scheduling and conducting meetings as needed.

Collaboration & Flexibility

• Assist processors and closers in procuring loan documents from borrowers and other entities as needed.
• Engage and assist internal associates through various channels (phone, email, chat) with prompt responses.
• Flexible schedule, including weekends and evenings as needed.

Requirements

• High school diploma or equivalent.
• BA or BS preferred.
• Mortgage or banking experience preferred.
• Experience articulating product or service features, benefits, and value.
• Passion for exceeding customer expectations.
• Exceptional organizational abilities, attention to detail, and ability to manage multiple priorities.
• Proficient in standard office software (e.g., Microsoft Office Suite).
• Valid driver’s license and reliable transportation.

Physical & Office/Site Presence Requirements

• Regular, in-person attendance at Company communities/job sites and offices during regular work hours.
• Ability to work in excess of eight hours per day in confined quarters such as a construction trailer.
• Ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move, and/or carry equipment up to 50 pounds.
• Occasional operation of construction equipment may be required.
• Finger dexterity required to operate a computer keyboard and calculator.

Benefits

• Comprehensive 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 Associate Assistance Plan.
• Education Assistance Program and up to $30,000 in Adoption Assistance.
• Up to three weeks of vacation annually, plus Holiday, Sick Leave, and Personal Day policies.
• New Hire Referral Bonus Program and significant Home Purchase Discounts.
• Unique opportunities such as the Everyone’s Included Day.