Investor Liaison

Location: Tallahassee
Posted on: June 23, 2025

Job Description:

Loans originated by Lennar Mortgage LLC are typically offered for sale to various investors on the secondary market. These investors review the loans and communicate any questions regarding documentation or loan attributes to the Investor Liaison Team which is a part of Secondary Marketing. These associates are responsible for ensuring the loans are funded by the investors in a timely manner which requires a myriad of skills and processes requiring the associates to interact with many different departments in the organization. Investor requests can cover any aspect of the loan. For example, a loan can be suspended for insufficient income documentation, or for an error on a Closing Disclosure as well as for a missing executed First Payment letter. Therefore, the investor Liaison associate must be well versed in all areas of the loan to be able to determine if the condition is valid. Your Responsibilities on the Team Each associate is expected to work on an average of 25-30 conditions each day. This will include: 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. Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone’s Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar’s policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn https://www.linkedin.com/company/lennar/> for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.

Keywords: , Tallahassee , Investor Liaison, Accounting, Auditing , Tallahassee, Florida