Loan Officer Associate
Lennar at Summerlake
Loan Officer AssociateNextGen Loan Officer Associate (LOA)Launch Your Career in Mortgage SalesThe 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. Successful LOAs build the foundation to move into full Loan Officer responsibilities, including revenue ownership and referral-based selling.This role is ideal for individuals who are competitive, relationship-driven, and energized by using technology and data to sell smarter and perform at a higher level.What You'll DoSales & Customer EngagementPartner with a Loan Officer to drive customer engagement, follow-up, and pipeline movementGuide customers through the mortgage process using a consultative approachCommunicate clearly and promptly via phone, email, and digital channelsSupport conversion by identifying needs, presenting options, and addressing objectionsBuild effective relationships with New Home Consultants, internal partners, and referralsParticipate in builder, realtor, and community activities that generate leadsPipeline & Business ManagementMaintain accurate loan data, documentation, and notes in the LOSTrack daily follow-ups, milestones, and next steps to support on-time closingsReview pipeline activity and reports to understand loan progress end to endLearn how Loan Officers prioritize volume and balance service with sales resultsSupport processors and closers by helping gather required documentationTraining, Licensing & ComplianceComplete classroom and online training on products, pricing, compliance, and the loan lifecycleTrain on mortgage rate sheets to understand pricing and rate lockingComplete required testing and licensing, including NMLS and state licensesMaintain compliance knowledge, including RESPA and continuing educationTechnology, AI & Modern ToolsUse CRM, LOS, and digital tools to manage leads and workflowsLeverage AI and automation to prioritize outreach and reduce manual workUse data insights to improve customer experience and pipeline performanceIdentify ways to streamline processes and increase selling timeShare practical improvements that increase team efficiencyWhat Sets You ApartSales Mindset & DriveStrong interest in sales, customer relationships, and performance-based rolesComfortable with accountability, metrics, and continuous improvementMotivated by growth, progression, and long-term opportunityDigital & AI FluencyConfident navigating multiple systems and tools in a fast-paced environmentLearns new platforms quickly and applies them to real workUses technology and emerging tools to work smarter—not just fasterAdaptability & OwnershipThrives in changing environments with evolving prioritiesOpen to feedback, coaching, and continuous learningDemonstrates resilience, curiosity, and follow-throughWhat You BringHigh School Diploma (required), Bachelor's degree (preferred)NMLS License or willingness to obtainExperience using digital tools for work, projects, or collaboration (academic, internship, or professional)Ability to manage multiple priorities across systems and timelinesStrong communication skills and customer focusInterest in building a long-term career in mortgage salesWhy Lennar / Why NextGenClear, supported path to becoming a producing Loan OfficerHands-on experience with real customers, real deals, and real sales expectationsExposure to top-performing Loan Officers and sales leadershipDevelopment of core skills: sales execution, pipeline management, customer engagement, and technology fluencyOpportunity to grow your career with a Fortune 500 company committed to internal advancementLife at LennarAt Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
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