Loan Officer - Bilingual

Lennar Mortgage; Ocala (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid parental leave

Education Assistance Program

Vacation time

Referral program

Home purchase discounts

Everyone's Included Day

Job summary

Lennar Mortgage in Ocala, FL seeks a Field Loan Officer who is fluent in English and Spanish to build relationships with clients, homebuilders, and referral sources through on-site meetings and community events. You will assess financial data, guide customers on mortgage products, and shepherd the loan process to close efficiently.

You will also develop the pipeline, respond to inquiries via phone and email, and ensure compliance with federal and state regulations while delivering personalized

Qualifications

• Bilingual in English and Spanish is required.
• High-school diploma or equivalent; college degree preferred.
• Minimum 3 years of loan originating experience.
• Active NMLS license and state license or willingness to obtain within 30 days.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Business development and customer relations through outside sales activities and events.
• Offer tailored mortgage recommendations and review/lock rates in compliance with regulations.
• Lead management: daily review of leads and proactive outreach to schedule meetings.
• Originate and prepare loans, provide personalized advice, and recommend products.
• Assist with pre-qualifications, pipeline development, and detailed reporting.

Skills

Bilingual in English and Spanish

MS Office proficiency

Strong organizational skills

Self-starter

Education

High-school diploma or equivalent

Four-year college degree preferred

Tools

Mortgage software tools

CRM systems

Job description

Loan Officer – Bilingual in English & Spanish

Job Description

As a Field Loan Officer at Lennar Mortgage, your role will be centered on establishing and nurturing strong relationships with clients and homebuilding associates through face‑to‑face interactions. You will conduct on‑site meetings, engage directly with customers, home‑building associates, and referral sources. Your primary responsibilities include assessing financial data, guiding customers on mortgage products, and seamlessly facilitating the loan process in adherence to the Lennar Mortgage roadmap.

Responsibilities

• Business Development and Customer Relations – Strategize and implement outside sales activities to actively contribute to company growth, lead generation through prospecting, community visits, hosting "First Time Homebuyer Seminars," and participating in builder and realtor functions.
• Customer-Centric Approach – Offer tailored mortgage recommendations, review and lock interest rates, and maintain strict adherence to federal, state, and company regulations.
• Lead Management and Communication – Daily review of leads and proactive outreach to prospective customers via telephone and email to schedule meetings; ensure clear communication with internal and external stakeholders.
• Loan Origination and Advisory – Originate and prepare new loans, adhere to regulations, provide personalized advice, and recommend suitable mortgage loan products.
• Sales Support, Metrics, and Reporting – Assist New Home Consultants with pre-qualifications, contribute to pipeline development, meet or exceed closed loan capture rates, maintain detailed reports within the origination system.

Qualifications

• Bilingual in English and Spanish required.
• High‑school diploma or equivalent; four‑year college degree preferred.
• Minimum 3 years of loan originating experience.
• Valid driver's license and reliable transportation.
• Active NMLS license and specific state license (or willingness to obtain within 30 days).
• Fluency in Spanish (speaking and writing) preferred.
• Self-starter, able to work independently.
• Exceptional organizational abilities, keen attention to detail, and ability to manage multiple priorities.
• Proficient in Microsoft Office Suite and standard mortgage industry software and tools.

Physical & Site Requirements

Regular, in-person attendance at company communities, job sites, and offices during regular work hours is essential. Requires ability to work over eight hours per day in the 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 that may exceed 50 pounds. Job may require occasional operation of construction equipment; finger dexterity may be required to operate a computer keyboard and calculator.

Benefits

• Health insurance plans – Medical, Dental, Vision.
• 401(k) retirement plan with 1:1 company match up to 5 percent.
• Paid parental leave; Associate Assistance Plan.
• Education Assistance Program; up to 30000 dollars in Adoption Assistance.
• Up to 3 weeks of vacation annually; holiday, sick leave, and personal day policies.
• New Hire Referral Bonus Program; Home Purchase Discounts; Everyone's Included Day.

Equal Employment Opportunity Statement

Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.