NextGen Loan Officer Associate

 Loan Officer Associate (LOA)

Launch Your Career in Mortgage Sales

The NextGen Loan Officer Associate (LOA) role is an early‑career position designed to prepare high‑potential individuals for a producing Loan Officer career. This role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers.

You’ll work alongside experienced sales professionals, engage directly with customers, and use modern digital and AI‑enabled tools to manage relationships, prioritize leads, and drive results. Successful LOAs build the foundation to move into full Loan Officer responsibilities, including revenue ownership and referral‑based selling.

This role is ideal for individuals who are competitive, relationship‑driven, and energized by using technology and data to sell smarter and perform at a higher level.

What You’ll Do

Sales & Customer Engagement

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 clearly and promptly via phone, email, and digital channels

Support conversion by identifying needs, presenting options, and addressing objections

Build effective relationships with New Home Consultants, internal partners, and referrals

Participate in builder, realtor, and community activities that generate leads

Pipeline & Business Management

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

Support processors and closers by helping gather required documentation

Training, Licensing & Compliance

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

Technology, AI & Modern Tools

Use CRM, LOS, and digital tools to manage leads and workflows

Leverage AI and automation to prioritize outreach and reduce manual work

Use 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

What Sets You Apart

Sales Mindset & Drive

Strong interest in sales, customer relationships, and performance‑based roles

Comfortable with accountability, metrics, and continuous improvement

Motivated by growth, progression, and long‑term opportunity

Digital & AI Fluency

Confident navigating multiple systems and tools in a fast‑paced environment

Learns new platforms quickly and applies them to real work

Uses technology and emerging tools to work smarter—not just faster

Adaptability & Ownership

Thrives in changing environments with evolving priorities

Open to feedback, coaching, and continuous learning

Demonstrates resilience, curiosity, and follow‑through

What You Bring

High School Diploma (required), Bachelor’s degree (preferred)

NMLS License or willingness to obtain

Experience using digital tools for work, projects, or collaboration (academic, internship, or professional)

Ability to manage multiple priorities across systems and timelines

Strong communication skills and customer focus

Interest in building a long‑term career in mortgage sales

Why Lennar / Why NextGen

Clear, supported path to becoming a producing Loan Officer

Hands‑on experience with real customers, real deals, and real sales expectations

Exposure to top‑performing Loan Officers and sales leadership

Development of core skills: sales execution, pipeline management, customer engagement, and technology fluency

Opportunity to grow your career with a Fortune 500 company committed to internal advancement