Investor Liaison I

About Lennar

Lennar Corporation, a Fortune 500 company and one of the nation's leading homebuilders, has been crafting quality homes and communities for over 65 years. Headquartered in Miami, Florida, Lennar operates in 22 states across the U.S., delivering everything from starter homes to luxury estates. Beyond homebuilding, Lennar's innovative divisions like Lennar Mortgage LLC play a pivotal role in making homeownership dreams a reality. Our mortgage arm originates loans for homebuyers and efficiently sells them on the secondary market to investors, ensuring seamless funding and growth. At Lennar, we're not just building houses—we're building futures, communities, and lasting legacies. Join a team that's transforming the housing landscape with cutting-edge technology, customer-centric innovation, and a commitment to excellence.

Executive Summary

As an Investor Liaison I in Lennar Mortgage's Secondary Marketing team, you'll be the critical bridge between our originated loans and secondary market investors. In this virtual role based out of Phoenix, Arizona, you'll manage high-volume investor inquiries, resolve documentation suspense conditions, and drive timely loan funding. Expect to handle 25-30 conditions daily, collaborating across departments to ensure loans meet investor standards. This position demands sharp analytical skills, mortgage expertise, and relentless follow-through to achieve an average 14-day suspense-to-funding turnaround. If you thrive in fast-paced environments and have a passion for mortgage operations, this role offers a platform to make a tangible impact on Lennar's mortgage pipeline while advancing your career in secondary marketing.

Role & Mission

The mission of the Investor Liaison team is to expedite loan funding by swiftly addressing investor concerns, validating conditions, and facilitating seamless transactions on the secondary market. Loans originated by Lennar Mortgage are sold to investors who scrutinize documentation and attributes—your role ensures nothing falls through the cracks. You'll interact with investors, subservicers, post-closing teams, borrowers, and internal stakeholders, embodying Lennar's core value of responsive communication. Success means funded loans, happy investors, and optimized processes that support Lennar's homebuilding ecosystem.

Detailed Responsibilities

Your day-to-day will be dynamic and detail-oriented. Key responsibilities include:

• Daily Loan Verification: Confirm all loans have been delivered and received by assigned investors, monitoring queues for incoming inquiries or suspense conditions from investors or subservicers.
• Condition Analysis & Dispute: Thoroughly review investor requests spanning credit, compliance, and closing documentation. Validate accuracy, dispute invalid conditions with robust supporting evidence, and check systems like Encompass for missing documents not transferred to AIQ or other repositories.
• Timely Action & Follow-Up: For unresolved conditions, log into SMO.net within 24 hours, clear from investor queues, and follow up every 48 hours until documentation is secured. Proactively contact borrowers and external agencies for priority and aged files.
• Communication Excellence: Respond promptly to investor and internal communications—communication is the heartbeat of this role. Provide corrected documents to clear funding holds and follow up within 48 hours (or investor-specific timelines) for funding confirmation or new conditions.
• Pipeline Management: Maintain a daily pipeline with the goal of funding loans as swiftly as possible, targeting an average of 14 days from suspense to funding. Enter comprehensive notes in SMO.net for every action, communication, and step taken.
• Post-Closing Support: Partner with post-closing teams to obtain and correct documents, ensuring insurability and investor satisfaction.
• Process Improvement: Identify patterns in conditions and provide feedback to investors for root-cause analysis and corrective actions.
• Loan Sale Cancellations: Request and follow up daily on note returns from investors when sales are cancelled, ensuring smooth wind-downs.
• High-Volume Clearance: Clear SMO.net conditions within 24 hours of receiving documentation via inboxes or queues, maintaining a clean, efficient workflow.

Expect a rigorous pace: 25-30 conditions daily demand precision, multitasking, and resilience.

Technical & Behavioral Qualifications

Technical Skills

• Proficiency in mortgage origination systems (Encompass, SMO.net, AIQ).
• Deep knowledge of loan files: credit docs, compliance requirements, Closing Disclosures, First Payment letters, and insurability standards.
• Analytical prowess to dissect investor conditions and provide evidence-based rebuttals.

Behavioral Qualifications

• Exceptional communicator: Clear, professional interactions via email, phone, and portals.
• Organized multitasker: Manage pipelines, follow-ups, and notes with zero oversights.
• Problem-solver: Thrive under pressure, contacting diverse parties to resolve issues.
• Detail-oriented: Accurate documentation and pattern detection for continuous improvement.
• Team player: Collaborative with cross-functional Lennar teams.

Minimum 2 years in mortgage post-closing, servicing, or secondary marketing; bachelor's degree preferred.

Career Path & Growth at Lennar

Start as Investor Liaison I and advance to Senior Liaison, Secondary Marketing Analyst, or Investor Relations Manager. Lennar invests in your growth through mentorship, training in advanced mortgage tech, and leadership programs. High performers join strategic initiatives shaping secondary market strategies. With Lennar's scale, opportunities span homebuilding, finance, and tech innovation.

The Impact You Will Make

You'll accelerate loan funding, unlocking capital for more Lennar homebuyers. Your efficiency minimizes delays, boosts investor trust, and refines processes—directly fueling Lennar's growth. Imagine contributing to thousands of families' homeownership journeys while honing elite skills in mortgage finance.

Company Benefits & Perks

• Competitive salary ($55,000-$75,000 estimated) with performance bonuses.
• Top-tier health benefits, 401(k) match up to 6%, and stock purchase plans.
• Generous PTO: 3 weeks vacation, 10 holidays, plus volunteer time.
• Tuition reimbursement, certifications (e.g., mortgage licensing), and career coaching.
• Homebuyer discounts, wellness stipends, and virtual work flexibility.
• Modern tech stack and collaborative tools for remote success.

Workplace Culture

Lennar fosters an inclusive, high-energy culture valuing integrity, innovation, and results. Virtual teams connect via vibrant Slack channels, town halls, and team-building events. We're entrepreneurial yet supportive, with leaders who prioritize work-life balance and recognition. Diversity drives us—join a workforce reflecting America's communities.

How to Apply

Ready to fuel Lennar's mortgage engine? Submit your resume and cover letter highlighting mortgage experience via Lennar's careers portal. We're hiring now for Phoenix, AZ (virtual)—interviews within 1 week. Lennar is an equal opportunity employer committed to diversity.