Lennar

Loan Officer Associate

Posted on: 14 Apr 2021

Houston, TX

Job Description

Job Description

Overview

This is an entry level position designed to assist branch Loan Officers (LOs) while preparing the Loan Officer Associate (LOA) to grow into a Loan Officer position. The LOA will complete various on-line and classroom educational sessions while receiving operational training by assisting the LOs with loan application procedures.

CB

Responsibilities

Prepare loan application documents based on applications received via email, or standard mail.
Photocopy and scan documents into Loan Operating System during and after loan application.
Shadow LO to understand both the pre-qualification process and the essentials of taking accurate loan applications.
Update the loan application with any missing data, i.e., lot number, address, plan type, incentive, delivery time, etc.
Communicate with the borrowers or processing as needed/requested by Loan Officer or Division Manager.
Assist processors and closers in procuring loan documents from borrowers and other entities as needed/requested by LOs.
Attend and complete on-going training in preparation for an LO position.
Apply and successfully complete testing for mortgage licensing and appropriate state licensing as needed. Multiple state licenses may be required depending on location.
Maintain up-to-date knowledge of RESPA through continuing education courses.
Train with manager on mortgage rate sheets in order to learn to accurately price and lock loans.
Review various daily/weekly/monthly reports to learn the overall mortgage process from application to closing.
Maintain notes within origination computer system to ensure complete exchange of information regarding loan applications, loan status, conversations with customers, underwriting and lock-in information.
Occasionally provide initial set up of the file i.e. order title, etc.
Participate in builder and realtor functions, phase releases, grand openings, phone banks, special events, etc., to develop and maintain relationships.
Work with Division Manager and Loan Officers on local marketing campaigns utilizing Mortgage Returns, LennarMortgage.com leads, etc.

Qualifications

Strong sales and customer service skills
Attention to detail and excellent organizational skills
Ability to answer and coordinate telephone calls and take written messages
Strong keyboard skills
Ability to study material independently
Valid drivers license

Lennar

Miami, FL

The history of our Company is amazing. Lennar began in 1954, as F&R Builders, co-founded by Gene Fisher and Arnold Rosen. In 1956 Leonard Miller joined F&R by investing $10,000 and replacing Gene as Arnold’s partner. Through Leonard’s guidance and Arnold’s attention to construction, our hallmark traits of Quality, Value and Integrity were born.

In 1970 we became a public Company under the corporate banner of Lennar, a combination of Leonard and Arnold’s names. Through the years, Lennar has grown to a disciplined and spirited team of Associates who have fine-tuned the art of identifying and capturing opportunities to grow and become an even better Company.

The result is a long proven track record of strategically timed and impeccably executed expansions into new markets. As a result, Lennar now builds homes in some of the most desirable cities and states to live in all across America, and has now become one of the most respected homebuilders in the nation. Lennar Corporation, founded in 1954, is headquartered in Miami, Florida and is one of the nation’s leading builders of quality homes for all generations. Lennar builds affordable, move-up and retirement homes in Communities that cater to almost any lifestyle – such as urban, golf course, Active Adult or suburban Communities.