Loan Officer

• Assist Loan Officers while developing skills and knowledge to become a Loan Officer
• Participate in formal online and classroom training programs covering lending, loan types, creditworthiness, and loan approval
• Train with managers on mortgage rate sheets to accurately price and lock loans
• Review daily, weekly, and monthly reports to learn the mortgage process from application through closing
• Update loan applications with missing data
• Maintain notes in the Loan Origination System to ensure complete information exchange
• Occasionally provide initial file setup
• Participate in builder and realtor functions to develop and maintain relationships
• Work with Division Managers and Loan Officers on local marketing campaigns
• Ensure borrowers can reach the team through phone, email, and chat and receive prompt responses
• Act as primary contact between borrowers and Loan Officers
• Schedule and conduct meetings to discuss follow-up issues and required items
• Assist processors and closers in obtaining loan documents from borrowers and other entities
• Engage and assist internal associates through phone, email, and chat

Loan Officer Associate

• Establish and nurture relationships with clients and homebuilding associates through face-to-face interactions
• Conduct on-site meetings with customers, homebuilding associates, and referral sources
• Assess financial data and guide customers on mortgage products
• Facilitate the loan process according to the Lennar Mortgage roadmap
• Strategize and implement outside sales activities
• Generate leads through prospecting and regular visits to communities, realtors’ offices, and relevant locations
• Conduct First Time Homebuyer Seminars
• Develop relationships with New Home Consultants and prospective/current clients
• Participate in builder and realtor functions, status meetings, phase releases, phone banks, and special events
• Explain Company offerings, obtain loan applications, and attend closings
• Recommend mortgage solutions aligned with 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
• Review leads daily and proactively contact prospective customers by telephone and email
• Schedule in-person or virtual meetings
• Maintain timely communication with internal and external stakeholders
• Originate and prepare new loans
• Assist New Home Consultants with customer pre-qualifications and build an outside-sales pipeline
• Meet or exceed closed-loan capture rates, spot-loan objectives, and other sales goals and metrics
• Maintain detailed reports and notes in the loan-origination computer system, including application statuses, customer conversations, underwriting, lock-in information, projected closings, incentives, and expenses