Jobs · Finance · Florida

Loan Officer Associate – Bilingual

Lennar Mortgage · Jacksonville, FL · 1 mo ago
Finance$30k/yrFull-time

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

  • 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

Qualifications

  • High School Diploma (required), Bachelor’s degree (preferred)
  • Bilingual - English/Spanish
  • 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

Life at Lennar offers a comprehensive array 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

Why Lennar / Why NextGen

This role provides a 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, and opportunity to grow your career with a Fortune 500 company committed to internal advancement.

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