Loan Officer Associate

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 via phone, email, and digital channels Identify customer needs, present options, address objections, and support conversion Build relationships with New Home Consultants, internal partners, and referrals Participate in builder, realtor, and community activities that generate leads Maintain accurate loan data, documentation, and notes in the LOS Track follow-ups, milestones, and next steps to support on-time closings Review pipeline activity and reports to understand loan progress end to end Help processors and closers gather required documentation Complete classroom and online training on products, pricing, compliance, and the loan lifecycle Train on mortgage rate sheets, 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, digital, AI, and automation tools to manage leads and workflows Use data insights to improve customer experience and pipeline performance Identify process improvements that increase selling time and team efficiency Requirements High School Diploma (required) Bachelor's degree (preferred) NMLS License or willingness to obtain Bilingual capability is a must 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 Strong interest in sales, customer relationships, and performance-based roles Comfortable with accountability, metrics, and continuous improvement Confident navigating multiple systems and tools in a fast-paced environment Ability to learn new platforms quickly and apply them to real work Adaptability, resilience, curiosity, and follow-through Interest in building a long-term career in mortgage sales Core Competencies Demonstrates expertise in guiding customers through the mortgage process while maintaining compliance with regulations such as RESPA. Proficient in using CRM and LOS tools to manage leads, track pipeline activity, and enhance customer engagement. Highest-signal resume keywords NMLS License Bilingual Capability Customer Relationship Management (CRM) Loan Origination System (LOS) Digital Tools Proficiency ATS Optimization Keywords Hard Skills Mortgage Process Guidance Loan Data Management Pipeline Tracking Documentation Gathering Sales Performance Metrics Soft Skills Strong Communication Skills Customer Focus Adaptability Resilience Curiosity Certifications & Qualifications NMLS License State Licenses Industry Keywords RESPA Compliance Mortgage Sales Customer Engagement Lead Generation Consultative Selling Tools & Technologies CRM Software Loan Origination System (LOS) Digital Communication Tools AI Tools Automation Tools #J-18808-Ljbffr