Lennar · 1 day ago
Investor Liaison I
United States
Full-time
Remote
New Grad, Entry LevelLennar is a leading mortgage company seeking an Investor Liaison I to join their team. This role involves ensuring timely funding of loans by interacting with various departments and addressing investor inquiries regarding loan documentation and attributes.
ConstructionLifestyleReal Estate
Responsibilities
Verify daily all loans have been delivered / received by the investors to which they were being shipped
Receive inquiries or suspense conditions from investors, or Investor / subservicer queue, regarding loan file documentation / attributes
Verify the information being requested is accurate which can be documentation requests for Credit, Compliance and Closing documentation issues
Based on investors condition review all supporting information to determine validity of condition and dispute if condition is not valid and provide supporting documentation as necessary
For missing documentation, check in Encompass for documents that may not have transferred to AIQ, or other document repository
Within 24 hours of receipt of Suspense Condition, that cannot be rebutted, or uploaded to investor, place condition in SMO.net and clear from Investor / Subservicer Queue
Follow up on conditions placed in Smo.net every 48 hours until documentation received
Contact borrowers and outside agencies to obtain documentation on priority and aged files
Received communications from investors and Lennar associates should be responded to as soon as practical. Communication is purpose of Investor Liaison
Associates are required to clear their conditions in Smo.net within 24 hours of receiving the documentation addressing the loan suspense. This can be provided through the Smo Conditions inbox or through the Received Conditions Queue in Smo.net
Assist post-closing team with obtaining documentation and correcting closing documents needing to be executed to ensure insurability etc
Maintain accurate notes of every action taken for each loan, each day, in Smo.net
Review corrected documents and provide to investor to clear funding conditions
Follow up with investors to obtain funding or identify new conditions within 48 hours, unless there are investor specific timeframes mandating a longer period
Maintain pipeline daily with a goal to fund all loans as soon as possible and to meet an average of 14 days from suspense to funding as possible by investor
Enter Notes into SMO.net daily documenting all communications and steps taken towards clearing the loan for purchase. This is a requirement for every file
Associates provide feedback to investor contact when a pattern of conditions is detected to review and determine cause and corrective action
On those occasions when a loan sale is cancelled, the associate will request the Note back from the investor. Upon the termination of the processing time needed, if the note has not been returned, the associate will follow up daily until the Note is received
Qualification
Required
Ability to verify daily all loans have been delivered / received by the investors to which they were being shipped
Ability to receive inquiries or suspense conditions from investors, or Investor / subservicer queue, regarding loan file documentation / attributes
Ability to verify the information being requested is accurate which can be documentation requests for Credit, Compliance and Closing documentation issues
Ability to review all supporting information to determine validity of condition and dispute if condition is not valid and provide supporting documentation as necessary
Ability to check in Encompass for documents that may not have transferred to AIQ, or other document repository for missing documentation
Ability to place condition in SMO.net and clear from Investor / Subservicer Queue within 24 hours of receipt of Suspense Condition that cannot be rebutted, or uploaded to investor
Ability to follow up on conditions placed in Smo.net every 48 hours until documentation received
Ability to contact borrowers and outside agencies to obtain documentation on priority and aged files
Ability to respond to communications from investors and Lennar associates as soon as practical
Ability to clear conditions in Smo.net within 24 hours of receiving the documentation addressing the loan suspense
Ability to assist post-closing team with obtaining documentation and correcting closing documents needing to be executed to ensure insurability
Ability to maintain accurate notes of every action taken for each loan, each day, in Smo.net
Ability to review corrected documents and provide to investor to clear funding conditions
Ability to follow up with investors to obtain funding or identify new conditions within 48 hours, unless there are investor specific timeframes mandating a longer period
Ability to maintain pipeline daily with a goal to fund all loans as soon as possible and to meet an average of 14 days from suspense to funding as possible by investor
Ability to enter Notes into SMO.net daily documenting all communications and steps taken towards clearing the loan for purchase
Ability to provide feedback to investor contact when a pattern of conditions is detected to review and determine cause and corrective action
Ability to request the Note back from the investor when a loan sale is cancelled and follow up daily until the Note is received
Benefits
Robust health insurance plans, including Medical, Dental, and Vision coverage
401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%
Paid Parental Leave
Associate Assistance Plan
Education Assistance Program
Up to $30,000 in Adoption Assistance
Up to three weeks of vacation annually
Generous Holiday, Sick Leave, and Personal Day policies
New Hire Referral Bonus Program
Significant Home Purchase Discounts
Everyone’s Included Day
Company
Lennar
Lennar Corporation, founded in 1954, is one of the nation's leading builders of quality homes for all generations.
Founded in 1954
10001+ employees
H1B Sponsorship
Lennar has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (16)
2023 (8)
2022 (6)
2021 (2)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
$747.2MKey Investors
Berkshire Hathaway
2025-05-12Post Ipo Debt· $700M
2023-08-14Post Ipo Equity· $17.2M
2014-01-02Post Ipo Debt· $30M
Leadership Team
B
Bruce E. Gross
CEO Lennar Financial Services
Stuart Miller
Co-Chief Executive Officer
Recent News
Talk Business & Politics
2026-01-07
2026-01-06
Morningstar.com
2025-12-16
Company data provided by crunchbase