Job Description

A full-time, outside sales position responsible for seeking and developing relationships for new business sources both internally and externally. Meet with and interview prospective customers, brokers, NHCs, and other referral sources at homebuilding communities or other convenient locations to collect and analyze customer financial information, advise customers on the risks and benefits of various mortgage products, and help select the appropriate loan program within Lennar Mortgage roadmap. Obtain loan applications from customers and work with them to achieve loan approval. Support the Company’s growth through outside sales activities and lead generation. Travel to various communities, realtors’ offices, and other appropriate locations on a regular basis (at least weekly) to solicit new business and/or leads from home builders. Conduct “First Time Homebuyer Seminars” in communities on a regular basis to develop leads and build relationships with New Home Consultants and prospective/current customers. Travel to and participate in builder and realtor functions, status meetings, phase releases, phone banks, special events, to develop and maintain relationships and customer service. Travel to various communities and other appropriate locations to meet with prospective/current customers, explain the Company’s offerings, obtain loan applications and other required documents, and attend closings. Review leads daily and contact prospective customers via telephone and email to set up in-person/virtual meetings. Originate and prepare new loans in accordance with the “Loan Officer” agreement, signed at the time of employment, to ensure all loans meet the guidelines of the Products and Policies manual for upfront. Advise and recommend to the customer regarding the various mortgage loan products based on the customer’s individual need. Review interest rates as needed and lock all loans with the borrowers in accordance with the Secondary Marketing Pricing and Rate Lock Policies and Procedures manual, at least fifteen days prior to closing. Provide assistance to New Home Consultants on pre-qualifications of customers to develop a pipeline for outside sales; provide status of loans as needed. Meet or exceed closed loan capture rate, spot loan objectives for the division, and/or other established sales goals as determined by the Division Manager and based on annual business. Maintain reports and notes within origination computer system regarding own prospects and customers to ensure complete exchange of information regarding loan application, loan status, conversations with customers, underwriting, lock in information, monthly projected closings, incentive, and expense. Requires regular, in-person attendance at Company communities/job sites and offices during regular work hours. Requires ability to work more than eight hours per day in confined quarters of a construction trailer, operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator.

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