Loan Officer Associate in San Diego, CA at Lennar Homes

Date Posted: 4/5/2021

Job Snapshot

  • Employee Type:
  • Location:
    San Diego, CA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description


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.



• 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, leads, etc.


• 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 driver’s license



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  2. Loan Officer Jobs

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