Loan Officer Trainee
4 weeks ago
About the Role
The Loan Officer Associate assists Loan Officers while developing skills and knowledge to become a Loan Officer in the future. This role involves completing various on-line and classroom educational sessions while receiving operational and hands-on training by assisting the Loan Officer and Division Managers.
Key Responsibilities
- Learning Development: Participate in formal training programs provided by the company, covering various aspects of lending, including understanding different types of loans, assessing creditworthiness, and navigating the loan approval process.
- Continuous Education and Licensure: Successfully complete testing for mortgage licensing and appropriate state licensing as needed. Maintain up-to-date knowledge of RESPA through continuing education courses.
- Support and Coordination: Update the loan application with any missing data. Maintain notes within the Loan Origination System to ensure complete exchange of information. Occasionally provide initial set up of the file.
- Business Development and Customer Relations: Participate in builder and realtor functions to develop and maintain relationships. Work with Division Manager and Loan Officers on local marketing campaigns.
- Customer-Centric Approach: Ensure that borrowers can easily reach out through various channels and receive prompt responses. Act as a primary contact between our borrowers and their Loan Officers, schedule and conduct meetings as needed, to discuss any follow-up issues or items that need to be addressed.
- Collaboration and Flexibility: Assist processors and closers in procuring loan documents from borrowers and other entities as needed. Engage and assist internal associates through various channels and receive a prompt response. Flexible schedule, including weekends and evenings as needed.
Requirements
- High school diploma or equivalent
- BA or BS preferred
- Mortgage or banking experience (preferred)
- Experience in articulating product or service features, benefits, and value
- A genuine passion for going above and beyond to ensure customer satisfaction
- Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities
- Proficient in using standard office software (e.g., Microsoft Office Suite)
- Valid driver's license and reliable transportation
Benefits
- Comprehensive medical, dental, and vision benefits
- Flexible Spending Accounts, Health Savings Accounts, Health Reimbursement Accounts, and Commuter Savings Accounts
- Vacation – up to 3 weeks of vacation per year upon hire
- Holidays, sick leave, and personal days
- Everyone's Included Day – We offer one paid day each year to celebrate, engage, in, and/or observe a cause that is meaningful to you
- 401(k) savings plan with immediate vesting and 100% company match up to 5% of eligible pay
- Paid maternity and bonding leave
- New hire referral bonus program
- Associate Assistance Plan
- Lennar Education Assistance Program (LEAP) – Provides Student Loan Repayment Assistance
- Associate Discount Program through Perks at Work
- Associate Home Purchase Program
- If enrolled in a Lennar medical plan, you can earn additional money in well-being rewards for a variety of wellness activities
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