Mortgage Loan Officer Associate

Lennarabout 1 year ago
Sacramento, California, United States
On-site
Full-time
Beginner Level (< 1 year)

Job Description

Position Overview

This entry-level position is designed to support branch Loan Officers (LOs) and prepare the Loan Officer Associate (LOA) for growth into a Loan Officer role. The candidate will assist in preparing loan application documents, managing communication with borrowers, and completing on-going training opportunities. Lennar is an Equal Opportunity Employer that celebrates diversity and fosters an inclusive environment for all.

Key Responsibilities

  • Assist branch Loan Officers while preparing for the Loan Officer role.
  • Prepare loan application documents received via email or mail.
  • Photocopy and scan documents into the Loan Operating System during and after the application process.
  • Shadow Loan Officers to understand the pre-qualification process and accurate loan application techniques.
  • Update loan applications with missing data (e.g., lot number, address, plan type, incentive, delivery time).
  • Communicate with borrowers and processing staff as needed by the Loan Officer or Division Manager.
  • Assist processors and closers in procuring necessary loan documents.
  • Complete on-going training via the Eagle Training Course Catalogue in preparation for an LO position.
  • Apply for and successfully complete testing for mortgage licensing and any required state licensing (multiple state licenses may be required).

Required Skills

Compliance Awareness
Document Scanning & Photocopying
Loan Application Preparation
Data Entry
Customer Communication
Mortgage Licensing
Training Participation