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Loan Officer Associate
LennarLennar mortgage sales trainee engaging customers, converting leads, and managing loan pipelines. Building technology, compliance, and sales skills toward producing Loan Officer responsibilities.
Posted 8/4/2026full-timeHamilton • New Jersey, Pennsylvania • 🇺🇸 United StatesJuniorMid-Level💰 $16 - $23 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer engagement and mortgage processes, utilizing digital tools and CRM systems to enhance lead management and pipeline performance. Maintains compliance knowledge and effectively communicates with clients and internal partners to drive sales and improve customer experience.
Highest-signal resume keywords
NMLS LicenseCustomer EngagementCRM ManagementMortgage Process KnowledgeCompliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Data ManagementDocumentation GatheringPipeline TrackingSales Performance MetricsProcess Improvement
Soft Skills
Strong Communication SkillsCustomer FocusResilienceCuriosityAccountability
Tools & Technologies
CRMLOSDigital ToolsAIAutomation
Certifications & Qualifications
NMLS License
Industry Keywords
Mortgage SalesRESPAConsultative ApproachLead GenerationContinuous Improvement
About the role
Key responsibilities & impact- 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 via phone, email, and digital channels
- Identify customer needs, present options, and address objections to support conversion
- Build relationships with New Home Consultants, internal partners, and referrals
- Participate in builder, realtor, and community activities that generate leads
- Maintain accurate loan data, documentation, and notes in the LOS
- Track follow-ups, milestones, and next steps to support on-time closings
- Review pipeline activity and reports to understand loan progress end to end
- Help gather required documentation for processors and closers
- Complete classroom and online training on products, pricing, compliance, and the loan lifecycle
- Train on mortgage rate sheets, pricing, and rate locking
- Complete required testing and licensing
- Maintain compliance knowledge, including RESPA and continuing education
- Use CRM, LOS, digital tools, AI, and automation to manage leads and workflows
- Use data insights to improve customer experience and pipeline performance
- Identify process improvements that increase selling time and team efficiency
Requirements
What you’ll need- High School Diploma (required)
- Bachelor’s degree (preferred)
- NMLS License or willingness to obtain
- Experience using digital tools for work, projects, or collaboration
- Ability to manage multiple priorities across systems and timelines
- Strong communication skills and customer focus
- 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
- 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
- Thrives in changing environments with evolving priorities
- Open to feedback, coaching, and continuous learning
- Demonstrates resilience, curiosity, and follow-through
- Interest in building a long-term career in mortgage sales
Benefits
Comp & perks- Potential bonuses
- Potential commissions
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) Retirement Plan with a $1-for-$1 Company Match up to 5%
- Paid Parental Leave
- Associate Assistance Plan
- Education Assistance Program
- Up to $30,000 in Adoption Assistance
- Up to three weeks of vacation annually from the moment of hire
- Holiday Leave
- Sick Leave
- Personal Day policies
- New Hire Referral Bonus Program
- Home Purchase Discounts
- Everyone’s Included Day
- 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
- Career growth with a Fortune 500 company committed to internal advancement