Loan Officer Associate

Lennar•Modesto, CA

21h•Onsite

About The Position

NextGen Loan Officer Associate (LOA) Launch Your Career in Mortgage Sales 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. 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.

Requirements

High School Diploma (required)
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

Nice To Haves

Bachelor’s degree (preferred)
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

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
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
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
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
Share practical improvements that increase team efficiency