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
• Build effective relationships with New Home Consultants, internal partners, and referrals
• Engage 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
• Understand loan progress end-to-end through pipeline activity and reports
• Support processors and closers by helping gather required documentation
• 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
• 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

Requirements

• 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

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

Skills

• Sales mindset and drive
• Customer engagement and relationship building
• Effective communication and problem-solving
• Adaptability and ownership
• Technology fluency and digital literacy

Benefits

• Comprehensive health insurance plans (Medical, Dental, 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

Pay

We reasonably expect the base compensation offered for this position to range from an hourly rate of $15.92 - $23, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.

Schedule

This role is hybrid, combining remote and in-office work.