Loan Officer Associate
Lennar•Morrisville, NC
About The Position
The Loan Officer Associate assists Loan Officers while developing the skills and knowledge needed to become a Loan Officer in the future. The role includes online and classroom education, operational training, and hands-on experience supporting Loan Officers and Division Managers. The Associate learns about lending, loan pricing and locking, and the mortgage process from application through closing while supporting borrowers and internal teams.
Requirements
- High school diploma or equivalent.
- Experience articulating the features, benefits, and value of a product or service.
- Genuine passion for exceeding expectations to ensure customer satisfaction.
- Exceptional organizational abilities, keen attention to detail, and ability to manage multiple priorities.
- Proficiency with standard office software, such as Microsoft Office Suite.
- Valid driver's license and reliable transportation.
Nice To Haves
- BA or BS degree preferred.
- Mortgage or banking experience preferred.
Responsibilities
- Participate in company training on lending, loan types, creditworthiness, and the loan approval process.
- Train with a manager on mortgage rate sheets to learn to price and lock loans accurately.
- Review daily, weekly, and monthly reports to learn the mortgage process from application to closing.
- Complete mortgage licensing tests and obtain appropriate state licensing as needed.
- Maintain current knowledge of RESPA through continuing education.
- Update loan applications with missing information and maintain complete notes in the Loan Origination System.
- Occasionally provide initial setup of loan files.
- Participate in builder and realtor functions to develop and maintain relationships.
- Work with Division Managers and Loan Officers on local marketing campaigns.
- Respond promptly to borrowers through phone, email, and chat, and serve as a primary contact between borrowers and Loan Officers.
- Schedule and conduct borrower meetings as needed to discuss follow-up issues or items requiring attention.
- Assist processors and closers in obtaining loan documents from borrowers and other entities.
- Engage with and assist internal associates through phone, email, and chat.
- Work a flexible schedule, including evenings and weekends as needed.
Benefits
- Medical, dental, and vision insurance.
- 401(k) retirement plan with a dollar-for-dollar company match up to 5%.
- Paid parental leave.
- Associate Assistance Plan.
- Education Assistance Program.
- Adoption assistance up to $30,000.
- Up to three weeks of vacation annually from hire.
- Holiday, sick leave, and personal day policies.
- New Hire Referral Bonus Program.
- Home Purchase Discounts.
- Everyone’s Included Day.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
