Loan Officer Associate

Lennar•Morrisville, NC

13d

About The Position

The Loan Officer Associate assists Loan Officers while developing the skills and knowledge needed to become a Loan Officer. The role combines online and classroom education with hands-on operational training alongside Loan Officers and Division Managers. The associate learns the mortgage process from application through closing, supports borrowers and internal teams, and participates in business development and customer-relations activities. A flexible schedule, including evenings and weekends as needed, is required.

Requirements

High school diploma or equivalent.
Experience articulating product or service features, benefits, and value.
Strong customer-service orientation and a genuine passion for exceeding customer expectations.
Exceptional organizational abilities, 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

Bachelor of Arts or Bachelor of Science 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 through closing.
Complete testing for mortgage licensing and applicable state licensing, and maintain current RESPA knowledge through continuing education.
Update loan applications with missing data, maintain complete notes in the Loan Origination System, and occasionally perform initial file setup.
Participate in builder and realtor functions to develop and maintain relationships.
Work with the Division Manager and Loan Officers on local marketing campaigns.
Serve as a primary contact between borrowers and Loan Officers, respond promptly through phone, email, and chat, and schedule and conduct meetings to address follow-up issues or outstanding items.
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.