Mortgage - Loan Officer Associate

Lennar•Hillsborough Township, NJ

1d•$19 - $25

About The Position

The NextGen Loan Officer Associate (LOA) is an early-career role that prepares high-potential individuals for a producing Loan Officer career. The position is more than administrative support: associates contribute to lead conversion, pipeline growth, and customer experience while learning the daily practices, metrics, and decision-making of successful Loan Officers. Working alongside experienced sales professionals, the LOA engages directly with customers and uses digital and AI-enabled tools to manage relationships, prioritize leads, and support sales results. The role provides a supported path toward full Loan Officer responsibilities, including revenue ownership and referral-based selling. The position also includes training in mortgage products, pricing, compliance, and the loan lifecycle, as well as required testing and licensing, including NMLS and state licenses. It is intended for people interested in building a long-term career in mortgage sales.

Requirements

High school diploma (required).
NMLS license or willingness to obtain one.
Experience using digital tools for work, projects, or collaboration; academic, internship, or professional experience is accepted.
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.
Comfort with accountability, metrics, and continuous improvement.
Ability to navigate multiple systems and tools in a fast-paced environment.
Ability to learn new platforms quickly and apply them to work.
Adaptability to changing environments and evolving priorities.
Openness to feedback, coaching, and continuous learning.
Resilience, curiosity, and follow-through.
Interest in building a long-term career in mortgage sales.

Nice To Haves

Bachelor’s degree.
Ability to use technology and emerging tools to work smarter.
Motivation for career growth, progression, and long-term opportunity.

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 promptly and clearly with customers by phone, email, and digital channels.
Identify customer needs, present options, address objections, and support conversion.
Build relationships with New Home Consultants, internal partners, and referral sources.
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.
Help gather required documentation in support of processors and closers.
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.
Use AI and automation to prioritize outreach and reduce manual work.
Apply 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.