Loan Officer Associate at Lennar Corporation in San Ramon, CA

NextGen 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

• This information is intended to be a general overview and may be modified by the company due to factors affecting the business.

General Overview of Compensation & Benefits:

• This position may be eligible for bonuses.
• This position may be eligible for commissions.
• This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
• This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.

Life at Lennar

At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone’s Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar’s policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.

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Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.