Mortgage - Loan Officer

Lennar•Alpharetta, GA

2d•Onsite

About The Position

As a Field Loan Officer at Lennar Mortgage, you will establish and nurture relationships with clients and homebuilding associates through face-to-face interactions. You will conduct on-site meetings with customers, homebuilding associates, and referral sources; assess financial data; guide customers on mortgage products; and facilitate the loan process in accordance with the Lennar Mortgage roadmap. The role provides personalized, hands-on support to clients seeking financial solutions. The position includes outside sales and business development, customer advising, loan origination, lead management, and sales support. Regular in-person attendance at Company communities, job sites, and offices during regular work hours is essential. The job may require working more than eight hours per day in a construction trailer and occasional operation of construction equipment.

Requirements

High school diploma or equivalent.
At least 3 years of loan originating experience.
Valid driver’s license and dependable transportation.
NMLS license and applicable state license, or willingness to obtain them within 30 days of employment.
Ability to work independently and demonstrate self-direction.
Strong organizational skills, attention to detail, and ability to manage multiple priorities.
Passion for delivering exceptional customer experiences.
Proficiency with standard office software, such as Microsoft Office Suite.
Proficiency with mortgage industry software and tools.
Ability to attend in person regularly at company communities, job sites, and offices during regular work hours.
Ability to work more than eight hours per day in the confined quarters of a construction trailer.
Ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, and lift, move, or carry equipment weighing more than 50 pounds.
Finger dexterity may be required to operate a computer keyboard and calculator.

Nice To Haves

Four-year college degree.
Fluency in spoken and written Spanish.

Responsibilities

Plan and carry out outside sales activities to contribute to company growth.
Generate leads through prospecting and regular visits to communities, realtors’ offices, and other relevant locations.
Conduct First Time Homebuyer Seminars in communities to develop leads and build relationships with New Home Consultants and prospective and current clients.
Travel to and participate in builder and realtor functions, status meetings, phase releases, phone banks, and special events.
Engage with communities to explain the Company’s offerings, obtain loan applications, and attend closings.
Recommend mortgage solutions tailored to customers’ financial and individual needs.
Review and lock interest rates at least fifteen days before closing.
Comply with federal, state, and company regulations and guidelines throughout loan origination.
Review leads daily and contact prospective customers by telephone and email to schedule in-person or virtual meetings.
Maintain clear and timely communication with internal and external stakeholders.
Originate and prepare new loans in accordance with applicable regulations and the Loan Officer agreement.
Assist New Home Consultants with customer pre-qualifications and help develop an outside-sales pipeline.
Meet or exceed closed loan capture rate, spot loan objectives, and other sales goals and metrics specified in the Loan Officer agreement.
Maintain detailed reports and notes in the origination computer system covering loan applications, statuses, customer conversations, underwriting, lock-in information, projected monthly closings, incentives, and expenses.