What would you do with hundreds of qualified buyer opportunities every month?
If you're an experienced LoanOfficer tired of chasing cold leads, babysitting ops teams, or fighting for scraps from weak referral partners - it's time to level up.
At Integrity Mortgage Group, we've built a system that feeds loanofficers consistent, high-quality purchase leads. You focus on converting. We handle the heavy lifting.
What We Offer:
Hundreds of warm buyer leads monthly from our real estate partner network and digital marketing funnels.
Highly competitive comp plan with transparent splits - you'll know exactly what you earn and why.
Marketing engine built for you - CRM, automation, and branding that positions you as the local expert.
Growth track to build and lead your own team or branch if you have leadership potential.
What we are not looking for. Those looking for “easy” or “comfortable.” Order-takers who need someone else to build their pipeline. Anyone allergic to accountability, hustle, or self-growth.
Next Step
If you're ready to plug into a system that produces results - not excuses - apply today. Let's see what you can really do when the right opportunity meets the right support.
The ability to turn conversations into applications.
A desire to grow your income and business footprint - not settle for “good enough.”
Understand a variety of loans such as: FHA, VA, USDA, DHSR, Wheda & Conventional
Current NMLS WI License
Drive and discipline - you don't need to be told what to do
$38k-55k yearly est. 60d+ ago
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Loan Originator
Waterstone Mortgage Careers 4.2
Loan officer job in Appleton, WI
If you're a relationship-driven sales pro who thrives outside the office, this could be your lane. Our Appleton, WI branch is looking for a Loan Originator who loves connecting with people, building referral partnerships, and being active in the community. In this role, you'll spend most of your time out in the field meeting with real estate partners, attending events, and guiding clients through one of the biggest financial decisions of their lives. You'll focus on generating and managing loan opportunities while partnering with an internal team that supports the process, so you can stay focused on what you do best, selling, advising, and growing your book of business.
Through his or her Outside Sales, the Loan Originator will obtain mortgage loan applications and then partner with processors to ensure complete and compliant loan packages. Processors are made available by WMC to allow the Loan Originator to be primarily engaged in Outside Sales activities. In addition to Processors, Loan Originators can work within a mortgage team to complete high volumes of loan applications. Additional mortgage loan team members can include Loan Partner I, Loan Partner II, and Loan Partner III. Please refer to LP descriptions for further information. Once again, these partnerships are intended to allow the Loan Originator to be primarily engaged in Outside Sales activities. Although team responsibilities & duties can be shared, the Loan Originator will be seen as the main lending representative and be responsible for the sales relationship with the customer.
The Loan Originator is exempt from minimum wage requirements under the outside salesperson exemption. The Loan Originator is paid based on commissions and draws (“advances”) against anticipated future commissions, as set forth in the Loan Originator Employment Agreement. The Loan Originator Employment Agreement governs the relationship between the Loan Originator and WMC, and to the extent it is inconsistent with this Job Description, the Employment Agreement controls.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Is primarily engaged in Outside Sales, including but not limited to:
Attending in-person meetings and corresponding with potential clients or real estate brokers;
Attending or hosting networking, community and/or home buyer events;
Attending open houses;
Otherwise traveling throughout the community to generate leads, and build and maintain his or her sales pipeline.
Distributes mailings, makes calls or web-based solicitations away from WMC's Place of Business.
Engages in promotional work that is performed incidental to and in conjunction with an employee's own outside sales or solicitations; provides loan data to support marketing and sales promotion programs.
Identifies and analyzes potential loan markets to develop prospects for loan originations; follows up with prospects, including scheduling meetings away from WMC's Place of Business.
Maintains minimum production requirements regarding WMC's products and services, in accordance with Branch/Corporate policy.
Interviews applicants and requests information for applications incidental to originating loans. With the assistance of processors or other staff, completes applications in a timely manner and inputs applicant data into Encompass.
With the assistance of processors or other staff, orders credit reports and AUS findings on secondary market loans through the loan origination system (automated underwriting systems).
Analyzes applicant's financial status; including financial statements, tax returns, credit, and property evaluations (P+L Statements) incidental to originating loans, to determine feasibility of granting credit.
Corresponds with and interviews applicants or creditors throughout loan origination process to resolve questions regarding application information.
Compiles loan packages and facilitates negotiations with applicants to establish standards on items such as fees, loan repayment options and other credit terms.
Abides by Corporate Policy and/or Federal Regulation guidelines when discussing products, time frames, and sensitive customer or bank information.
Represents WMC at related functions away from WMC's Place of Business. This includes presenting product, policy, and procedure information.
Obtains, verifies and completes required information and documentation necessary for compliance and processing of loan applications.
Follows up with requests presented by both customers of WMC and internal departments in a timely manner, including assisting customers with inquiries and information requests and resolving complaints relating to loan products and services offered.
The Loan Originator is expected to enlist the assistance of Processors and/or other staff to complete certain tasks, to allow the Loan Originator to be primarily engaged in Outside Sales activities.
ADDITIONAL DUTIES:
Complete any additional duties assigned by management
Complete regulatory and compliance training, as required
Assist WMC employee and departments as needed
Light travel may be necessary
Maintain positive attitude
ATTRIBUTES OF SUCCESSFUL LOAN ORIGINATORS:
Outgoing
Flexible
Punctual
Self-driven
Motivated
Goal oriented
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. An individual must be able to work before and after normal business hours, and have accommodations for local travel. Driving record must be in accordance with WMC's Vehicle Safety Policy. Additional requirements include registration with Nationwide/National Mortgage Licensing System & Registry (NMLS) prior to originating loans.
EDUCATION and/or EXPERIENCE: A high school diploma or general education degree (GED) is required.
COMPUTER SKILLS: Intermediate knowledge of related computer applications such as Microsoft Office is required. Prior experience with Encompass or other closing software programs is required.
LANGUAGE SKILLS: Good grammar and diction are required. Ability to read and comprehend instructions, write correspondence and write memorandums is required. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization is required.
MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals is required. Ability to compute rate, ratio, and percent is required. Ability to interpret individual and business/corporate tax returns and P-L statements is required.. Ability to utilize all lending functions on a standard HP calendar is preferred.
CUSTOMER SERVICE SKILLS: Using excellent customer service skills which includes maintaining a good attitude, taking ownership of meeting customer needs, going above and beyond for customers, demonstrating a commitment to sharpening skills through education and training, using positive communication, and looking for opportunities to respect customers' time and schedules is required.
REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists is required. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form is required.
CERTIFICATES, LICENSES, REGISTRATIONS: Federal registration through Nationwide Mortgage Licensing System (NMLS) is required. Individual must be in good standing with or be approved by NMLS in accordance with the S.A.F.E Act.
$35k-51k yearly est. 7d ago
Mortgage Loan Originator
Horicon Bank 3.6
Loan officer job in Appleton, WI
The Mortgage Loan Originator is responsible for developing banking relationships that meet lending guidelines, provide a fair rate of return, and minimize risk to the Bank.
Principal Duties and Responsibilities:
Enthusiastically support the bank sales function by providing exceptional service to internal and external customers of the bank.
Consult with and assist in the completion of loan applications from consumers, within regulatory and Bank policy guidelines.
Analyze, underwrite, document, and approve or deny consumer loan requests within established lending limits and policy guidelines.
Responsible for the collection of originated loans.
Responsible for the deposit and consumer loan sales growth and profitability of the location.
Represent and promote the bank at sponsored events in the community to generate referrals through community, civic and volunteer efforts.
Additional Duties and Responsibilities:
Assist employees with questions and concerns relating to internal bank operations.
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Perform other duties as may be necessary to fulfill the responsibilities of this role.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
Bachelor's degree and a minimum of five years previous banking or related experience required.
Exceptional customer service skills with strong sales orientation and ability to identify opportunities to connect the customer with banking partners to grow their financial relationship.
Computer literacy including experience with Office Suite, MS Word, and other computer software products.
Excellent written and verbal communication skills; ability to communicate effectively with all levels of the Bank and collaborate with internal and external business partners.
Ability to plan and prioritize a diversified workload, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines.
Sound understanding of the local communities which we serve and proven community involvement.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning may be required. Work hours are generally during normal business hours and average at least 40 hours a week and may include some evening and weekend hours.
Employee Acknowledgement:
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
$30k-42k yearly est. 14d ago
Marinette Loan Officer
Forward Financial Credit Union
Loan officer job in Marinette, WI
Full-time Description
LOANOFFICER
Reports to Vice President of Lending; President/CEO
SUMMARY OF PRIMARY FUNCTIONS
Duties are performed under the general supervision of the Vice President/Lending-Branch Manager in accordance with established Credit Union lending policies. The position performs loan interview, informs members about loan products and options, and ensures effective delivery of products to credit union members while maintaining proper compliance. This position is accountable for achieving various sales behavior and production goals and providing exceptional service at all levels. Loanofficers are responsible for making delinquent loan contact to resolve repayment difficulties. The expectations of this job are to build member relationships by providing excellent service and offering products that meet member' needs.
RESPONSIBILITIES AND DUTIES:
Interviews and assists member with applications and Credit union related services in person, by phone, or electronically. Proactively looks for better ways to serve the member.
Reviews all loan applications, including but not limited to regular consumer loans, home equity loans, first and second mortgages, MasterCard applications, and business loan applications for completeness of information. Makes a determination regarding the appropriate loan alternatives according to the need of the member. Calculates terms and applicable finance charges along with insurance products appropriate to the applications. Pulls credit reports. Approves, rejects, and makes counteroffer within loanofficer limitations. Communicates loan approval, denial information to loan applicants.
Proactively cross-sells credit union products and proactively seeks opportunities to fill members needs with credit union products and provides information on these products to build loyal relationships and meet individual/group sales targets.
Analyzes potential lending opportunities involved in each lending situation to further assist the borrower as well as increase the credit union's lending portfolio.
Authorizes release of collateral on existing loans, changes in loan terms, waivers of payments, due date changes, etc.
Operates a personal computer accurately.
Completes all data entry in the Loan Origination Program, prepares all contracts including note and security agreement, ECOA notices, payroll deductions, verification of deposit authorizations, etc.
Prepares and conducts loan closings; disburses loan proceeds. At closing, reviews the loan documents with borrowers, explaining the necessary signatures on all required documents.
Follows up on all consumer and real estate paperwork including lien perfections. Secretary of State filings, recording of liens to the county, mortgage, deed, and satisfaction of mortgage recordings, and real estate insurance and tax tracking.
Knowledge of the secondary market and experience with first and second mortgage residential loan lending.
Calls specified companies to obtain property title insurance, surveys, and appraisals. Observes discrepancies in titles or surveys and relays to supervisor.
To maintain knowledge of all consumer and mortgage products and rates, both within the credit union and from the industry overall.
Accurately tracks sales results.
Promotes positive employee interactions, communications and productivity through effective communications with supervisor.
Works with supervisor to refine relevant procedures; oversees the proper implementation of these procedures and monitors adherence to them.
Ensures compliance with laws, regulations, and policies relevant to area of responsibility.
Handles/resolves relevant member complaints, referring and information supervisor on the status and steps taken to resolve.
Maintains positive and productive relationships with members.
Monitors loan delinquency as requested by supervisor.
20. Serves as Notary Public.
21. Pursues professional development.
22. Maintains neat and orderly work area and professional appearance and manner.
23. Performs other duties as directed and assists others to complete tasks and work assignments.
24. Performs loan payoff procedures.
25. Monitor payments for late and/or delinquency status. Follow up on delinquent, high-balance, and overdue credit balance accounts by phone and/or letter. Ensure professional interface with members.
26. Contact high balance and/or delinquent members by telephone and mail to determine the reasons for balance or delinquency and assist them in developing plans to bring accounts to a current status. Develop workout plans and collect on overdue accounts wherever possible.
27. Notify co-signers regarding status of delinquent accounts.
28. Update files and system accounts via the credit union's delinquent loan recovery system.
29. Secure credit bureau reports. Skip trace on loan account. Maintain accurate data for repossession log, bankruptcy files, charge-off list, etc.
30. Research payroll deductions, stops, start, and changes as they may affect the status of a loan repayment.
31. Assist members with delinquent real-estate loans to resolve delinquency.
32. Assist when to compromise and settle balances and when to initiate foreclosure or repossession proceedings.
33. Assist when loan collateral should be repossessed and serve as liaison with attorneys or agencies in handing repossession of collateral.
34. Assists in filing all claims, attends hearings, and coordinate with trustees for all bankruptcy filings.
35. Investigate and correct discrepancies in loan applications and credit bureau reports.
36. Opens and closes account, share certificates, IRA's and other specific deposit accounts.
37. When needed will work the teller line and do teller duties.
38. Maintain the confidentiality of member, employee, and credit union information.
39. Understands his/her role in the event of robbery and knows proper post robbery procedures.
40. Work must be performed on-site not remotely.
Requirements
PHYSICAL DEMANDS:
While performing the duties of the job, the employee is regularly required to sit; use hands to finger, handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand and stoop. The employee is occasionally required to lift and carry objects weighing over 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and the ability to adjust focus.
WORK ENVIRONMENT:
The noise level of the work environment is usually moderate.
QUALIFICATIONS:
High school graduate
Mortgage Lending (NMLS) preferred
Ability to work quickly and accurately with fundamental arithmetic. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute discounts, interest rates, ratios, and percents.
Must be thoroughly familiar with the Credit Union's lending policies and procedures.
Must be able to understand various disclosure information and be able to explain related requirements.
Proficient with all computer applications.
Must possess good communications skills-friendly, helpful, diplomatic and professional.
Must be bondable and be/become a Notary Public.
Team orientation; ability to work harmoniously with all types of people.
Understand and concur with Credit Union philosophy.
Professional appearance and manner, in line with credit union's culture.
Ability to manage multiple projects/tasks; flexible, adaptable. Strives to accomplish assigned tasks in a timely fashion.
Possesses a bias for accuracy and is highly detailed.
Highly energetic and motivated-goal and results oriented. Is motivated by the opportunity to earn financial rewards and works well in an environment that supports this philosophy.
Ability to work flexible hours.
Ability to travel independently.
High ethical standards.
Willingness and ability to pursue professional development.
Persuasive personality that demonstrates the ability to work in a fast paced, productive environment and prioritize work.
$41k-58k yearly est. 1d ago
Chief Lending Officer
Range Bank
Loan officer job in Green Bay, WI
About Us We are a well-established, community-focused bank with approximately $600 million in assets and $1.07 billion in assets under management, serving individuals, businesses, and municipalities across the Western Upper Peninsula of Michigan and Northeast Wisconsin. Our headquarters resides in Marquette, MI with an additional eight branch offices. Our mission is to foster financial growth and stability in the communities we serve through personalized service and responsible lending practices.
Position Summary
The Chief Lending Officer (CLO) is a key member of the executive leadership team, responsible for the strategic direction, oversight, and performance of the bank's lending operations, including commercial, consumer, and municipal lending. The CLO will also lead the development and execution of strategic initiatives for the Business Banking department, ensuring alignment with the bank's overall strategic plan and vision.
The position is open due to the current CLO being named the successor for our CEO, who has announced their retirement after 28 years of service. This role requires a dynamic leader who can inspire teams, drive innovation, and cultivate a high-performance culture rooted in integrity, accountability, and community values. We pride ourselves in being a consultant to our customers.
The position will require working in-person from one of our branches and will require some travel between our four regions: Marquette County, Copper Country, Kingsford, and Green Bay.
Essential Duties and Responsibilities
Key Responsibilities
• Provide visionary leadership and strategic direction for all lending functions.
• Create, manage, and lead strategic initiatives for the Business Banking department, including product development, client acquisition, and relationship management.
• Develop and implement lending strategies that support the bank's growth, profitability, and risk management objectives.
• Work closely with SVP-Commercial Credit Department Manager to ensure high quality underwriting, presentation and maintenance of commercial credits.
• Work closely with VP-Credit Administration Officer to ensure proper documentation, efficient operations, regulatory reporting and compliance for business and consumer loans.
• Actively participate in Officer, Directors and Board Loan Committees and provide guidance on credit decisions, loan structuring, and risk rating.
• Actively participate in Asset Liability Management and Problem Loan Committee.
• Oversee the development and maintenance of lending policies and procedures in compliance with regulatory requirements.
• Oversee, manage, and adjust, as necessary, individual and committee loan authorities.
• Monitor loan portfolio performance, identify trends, and report regularly to the CEO and Board of Directors.
• Collaborate with Chief Home Mortgage Officer on products, pricing and strategic direction.
• Collaborate with senior leadership on strategic planning, budgeting, and asset-liability management.
• Ensure successful outcomes in internal and external audits and regulatory examinations.
• Mentor, manage and develop lending staff, fostering a culture of accountability, service excellence, and professional growth.
• Represent the bank in the community, building relationships with key clients, civic leaders, and business organizations.
Leadership Qualities
• Strategic thinker with the ability to align departmental goals with the bank's long-term vision.
• Inspirational leader who motivates teams and builds trust across departments.
• Strong decision-maker with sound judgment and a commitment to ethical lending practices.
• Excellent communicator who can clearly articulate goals, expectations, and feedback.
• Collaborative partner who works effectively with executive leadership and board members.
• Change agent who embraces innovation and continuous improvement.
Qualifications
Required
• Bachelor's degree in finance, business administration, or related field; MBA or Graduate School of Banking preferred.
• Minimum of 10 years of progressive experience in banking, with at least 5 years in a senior lending or credit leadership role.
• Proven track record in commercial lending and portfolio management.
• Strong understanding of lending regulations, credit risk, and compliance.
• Demonstrated success in leading business banking initiatives and teams.
• Exceptional leadership, communication, and strategic planning skills.
• Commitment to community banking values and relationship-based lending.
Preferred
• Experience with municipal lending and small business development.
• Ability to analyze complex financial statements and credit information.
• Proficiency in loan systems and reporting tools.
Benefits
• Paid time off
• Volunteer time off (1 day per year)
• Paid holidays (9.5 days per year)
• Health insurance through Blue Cross Blue Shield of Michigan
• Telehealth with $0 copay
• HSA plan options, including employer contribution
• Vision
• Dental
• 401(k) retirement plan with up to 6% match (after 1 year)
• Short term disability insurances (paid 100% by company)
• Long term disability insurance (paid 100% by company)
• Life insurance (paid 100% by company)
• Voluntary life insurance
• Employee Assistance Program
• Employee Stock Purchase Plan
This job description reflects management's assignment of essential functions; and nothing in this herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
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$41k-57k yearly est. 20d ago
Senior Mortgage Loan Originator
Prospera Credit Union
Loan officer job in Appleton, WI
Job Description
Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either.
What sets us apart:
Great Paid Time Off Benefits!
Prospera Pays 90% of Medical Monthly Premium Costs!
Prospera Matches Up to 5% of 401K Contributions!
Prospera Provides Short Term disability and Long Term Disability at No Cost to You!
Summary:
Reporting to the Director of Retail Lending, the Senior Mortgage Loan Originator plays a key role in helping members achieve homeownership by providing expert guidance and personalized mortgage solutions. This position focuses on delivering an exceptional member experience through education, community involvement, and a deep understanding of the local market.
Expectations & Responsibilities
Engage with members to assess mortgage needs, provide product recommendations, and guide them through the application process, ensuring clarity and transparency.
Understanding of secondary market principles, loan sale readiness, and delivery standards.
Demonstrated ability to interpret credit reports, DU/LP findings, income documentation, and collateral evaluations.
Maintain compliance with all applicable mortgage lending regulations including but not limited to: Real Estate Settlement Procedures Act (RESPA), Truth in Lending Act (TILA), Home Mortgage Disclosure Act (HMDA), Equal Credit Opportunity Act (ECOA), Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act).
Consistently meet or exceed individual loan production goals, while maintaining high-quality documentation and member service standards.
Collect and review all necessary documentation, ensuring accuracy and completeness to facilitate efficient underwriting and closing processes.
Assemble, document, and maintain accurate and complete loan files, including approvals, denials, and returned applications.
Develop and maintain strong relationships with members, provide ongoing support and identifying opportunities for additional financial services that align with their needs.
Proactively build and maintain referral relationships with realtors, builders, and other community partners to generate qualified mortgage leads.
Stay informed about industry trends, market conditions, and new mortgage products to provide members with the most current and beneficial options.
Qualifications, Knowledge & Skills:
Bachelor's degree in finance, business, or a related field or equivalent work experience in mortgage lending, real estate finance, or a related field may be considered in lieu of a degree.
5-10 years of experience in mortgage lending, with a proven history of successful loan origination and member service.
Must meet all requirements under the SAFE Act, including eligibility for licensing and registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Strong understanding of conventional and government mortgage products, secondary market guidelines, and lending regulations.
Excellent interpersonal and communication skills, with the ability to build strong relationships with members and referral partners.
Proficiency in mortgage loan origination systems (LOS), digital lending tools, and Microsoft Office Suite.
High degree of professionalism, discretion, and integrity when handling confidential member information.
This position will initially be based out of our Ballard Rd office, but subject to change based on company needs.
If you are looking for a great opportunity to join a growing team, let's talk!
Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. Note: this is a salaried position with the opportunity to earn the annual PCU Bonus, an annual Scorecard Bonus, and an annual Incentive Bonus.
Life is short. Work somewhere awesome!
Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
$39k-56k yearly est. 15d ago
Mortgage Loan Originator
Towne Mortgage Company 4.2
Loan officer job in Green Bay, WI
Towne Mortgage Family of Companies has more than 40 years of experience in the mortgage industry; as a multi-channel, national mortgage lender. We are continuously looking for talented team members to grow our team. When you choose to work at Towne, you join more than a mortgage company; you become part of the Towne family! Our culture encourages you to show up for the job and stay for your career! If you are looking to work for an award-winning company, with competitive compensation, comprehensive benefit offerings, and flexible work life, you found the right place!
*NMLS active license is required for this position.
*This position can be done remotely
Position Overview:
Assist the borrower in determining the proper loan program, complete the loan application and gather the necessary paperwork, including pay stubs, tax returns, and bank statements, to begin the loan process. A credit report is obtained and analyzed by the originator. During the mortgage loan process, the mortgage originator communicates with the appraiser, title officer, escrow officer, loan processor, and underwriter.
Duties & Responsibilities Overview:
Originate mortgage loans from self-generated efforts, corporate relationship referrals, and other campaigns.
Interview applicants to develop information regarding their goals and determine the appropriate products, terms, and pricing.
Take applications, conduct preliminary reviews, and submit complete loan applications to processing and underwriting for approval.
Ensure documents required for processing, underwriting, and closing, are secured in a timely manner during origination.
Take initiative to conduct daily marketing efforts with an expectation to generate 4+ loans per month.
Answer incoming calls and assist with customer inquiries.
Achieve team and individual sales/production goals and objectives.
Maintains and Utilizes CRM.
Requirements Overview:
NMLS License.
2 Years outside loan originator experience.
High School degree required, Bachelor's degree preferred.
Excellent communication skills.
Ability to stay organized and manage multiple loans/priorities at the same time.
Ability to analyze and comprehend complex financial data.
Professional and effective interpersonal skills.
Ability to meet the required hours of operation.
Self-Motivated.
Works in a highly ethical manner in any and all dealings with colleagues, clients, and partners.
Towne Mortgage is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, disability, national origin, veteran status, or genetic information as well as any other State or local employment protections. Towne Mortgage is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
$33k-46k yearly est. Auto-Apply 60d+ ago
Indirect Loan Processor
Capital Credit Union 4.1
Loan officer job in Green Bay, WI
Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting Dealers by telephone or email by quickly reviewing and processing loan information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality service and member advocacy orientation. Also assists Member Service Reps in non-member contact responsibilities.
Essential Responsibilities
Assists dealers by telephone and via email by operating an on-line computer terminal to process their requests.
Books Dealer Contracts. Upon receiving the contract, inputs the final information from the dealer, funds and uploads the loan to DNA. Disburses contract funds and processes dealer fee.
Talks with dealers about their concerns, including, but not limited to problems with contracts, documentation, and vehicle title questions.
Performs miscellaneous duties including but not limited to processing Loan Payoffs, Lien Perfections, Vehicle Titling & Registration, Welcome Letters, and Missing Documentation.
Opens accounts for new members obtained through Indirect Loans.
Scans new dealer loans into Velocity and files.
Assists other Branches when information is needed from loan files.
May train new employees.
Prepares paid loan information and sends the proper documentation to the dealers, as well as assisting dealers with pay-off requests.
Performs quality review audits to ensure accuracy of the indirect loans
Performs miscellaneous duties including, but not limited to, processing audits, welcome letters, preparing subsequent action forms, and missing documentation follow-up.
Necessary Experience and Qualifications
Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.
Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, Velocity, DNA, Dealertrack, RouteOne, Allied CenterPoint, email, and internet), fax machine and adding machine normally acquired through a basic course or one to three months of on-the-job experience.
Working knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union.
Ability to closely examine documentation. Requires a high degree of accuracy.
Analytical ability necessary to research and resolve loan questions.
Interpersonal skills necessary to deal effectively and efficiently with a diverse group of employees in stressful situations. Requires communication/listening skills necessary to effectively obtain necessary information to make lending decisions.
Ability to stay in one place for extended periods of time, handle a fast-paced working atmosphere, and to transport objects weighing between five and twenty pounds for one percent of work time.
Work Environment and Physical Requirements
Office environment with moderate level of noise
Frequent use of telephone, copier, computer, fax machine and other office machines
Prolonged sitting or standing
Frequent mental and visual concentration
Minimal lifting of up to 25 pounds
The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.
Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
$31k-36k yearly est. 49d ago
Commercial Loan Coordinator
First Business Financial Services, Inc. 4.2
Loan officer job in Appleton, WI
Join us today as a Commercial Loan Coordinator! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW:
As a Commercial Loan Coordinator, you'll play a critical role in managing and servicing our commercial loan portfolio. This position requires a proactive professional who can confidently prioritize multiple deadlines and deliver accurate, timely support to our bankers.
The go-to expert for guiding loan renewals, clearing memos and exceptions, and ensuring all documentation meets Bank policies and procedures. From new loan closings to modifications, your expertise will help keep processes smooth and efficient. Working closely with multiple bankers, you'll ensure deadlines are met, renewals are processed promptly, and exceptions stay within goal ranges-all while maintaining clear, concise communication.
Work Model: Based out of our Appleton, WI location, onsite Monday-Friday, 8am-5pm.
Specifically, as the Commercial Loan Coordinator you will:
Loan Coordination (70%)
* Partner with bankers to prepare underwriting checklists for new loan requests, renewals, and modifications using bank systems and reports.
* Recommend approval paths based on loan policy and assist in routing applications for decisioning and documentation.
* Maintain accurate loan pipeline updates and communicate progress to leadership.
* Attend loan committee meetings, take notes, and ensure timely follow-up.
* Post-approval, manage loan closing checklists, review documentation for accuracy, and handle unexpected changes.
* Coordinate pre-closing meetings and expedite required documentation (title work, lien searches, insurance, payoffs, etc.).
* Review loan documents and settlement statements for accuracy in terms, covenants, and equity requirements.
Exception Management (20%)
* Meet regularly with bankers to review outstanding exceptions and request necessary financial information.
* Prepare memos for waivers or changes in reporting frequency based on loan policy.
* Support tickler management and ensure compliance documentation is properly checked in.
Transaction Support (10%)
* Assist with commercial loan payments, draws, and construction loan servicing.
* Provide documentation for construction draw spreadsheets and ensure timely onboarding of transactions.
Additional Responsibilities
* Prepare commitment letters and other correspondence, including covenant violation waivers or default letters.
* Support specialty-serviced clients and train peers as needed.
* Build strong internal and external relationships, participate in team meetings, and attend loan closings when invited,
The successful candidate should have:
* Commercial loan documentation and servicing experience is required.
* Experience in loan participation documentation and servicing is preferred.
* Advanced organizational, follow-up, and multi-tasking skills required to achieve multiple deadlines is required.
* Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
$36k-45k yearly est. Auto-Apply 8d ago
Loan Processor - Appleton
Dollar Loan Center 4.1
Loan officer job in Appleton, WI
Job Description
Loan Processor - Join the Dollar Loan Center Team!
Why This Role Rocks
Get ready to dive into the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you'll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You'll help customers every step of the way, whether it's taking payments, answering questions, or calling on past-due accounts with solutions and professionalism. It's an important, customer-facing position that requires the right person, and that could be you!
What You'll Do
Offer Stellar Customer Service
Greet every customer with a smile and enthusiasm, whether in-person or over the phone.
Explain the reasons for borrowing from Dollar Loan Center and why we're the best in the business to customers inquiring.
Dive into loan applications, ensuring all info is accurate and completely clarified.
Process loans quickly while sticking to our underwriting guidelines.
Break down loan contracts to customers, making sure they know the ins and outs.
Spot opportunities to approve loans and offer credit limit increases qualifying customers.
Make marketing and informational calls to current customers informing them of how much they have available and other products available.
Reach out to past-due accounts with timely, professional, and courteous calls.
Log clear, concise notes with accurate promise dates in our system.
Calculate payments like a math wizard and answer questions about due dates, interest, and more.
Enter data into our system with precision and keep the office running smoothly.
Other Fun Stuff
Safeguard customer info like it's treasure.
Keep the drawers balances and all money is accounted for.
Open and close locations with your trusty key.
Keep the office sparkling clean and organized.
Step up to cover other locations when needed.
What You Bring to the team
High school diploma or GED-check!
One year of customer service experience to show off your people skills.
Comfortable with computers and basic office equipment.
Killer communication skills (English/Spanish bilingual is a bonus!).
Cash handling, lending, or collections experience? Even better!
Ready to work regular hours (with occasional overtime) and travel between locations.
Reliable transportation and a clean background check.
A passion for teamwork, Dollar Loan Center's Core Values, and crushing it with minimal supervision.
Why You'll Love It
This isn't just a job, it's a chance to make a difference, have fun, and grow with a team that's all about winning together. We work hard to provide a safe and clean environment for our customers, and you get to be part of that! We fill a need in the community and it is essential to those we help. We like to promote from within, offer opportunities to our hardest working and most dedicated staff and recognize rock stars! Ready to join the Dollar Loan Center crew? Submit your resume or fill out the application now!
All offers of employment at Dollar Loan Center are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary.
$31k-38k yearly est. 10d ago
Mortgage Loan Originator
Das Acquisiton Company
Loan officer job in Green Bay, WI
Who We Are
At DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit of perfection. We pride ourselves on the superior level of service that our status as a mortgage lender enables us to provide. Since 2001, we have been recognized as a top-choice residential lender in the St. Louis metropolitan area by the St. Louis Business Journal. Our ongoing success is driven by our strategy to deliver our clients a level of service unrivaled in the mortgage industry. We recognize that people are our competitive advantage, which is why we put so much emphasis ensuring that DAS Acquisition Company, LLC. is a great place to work!
What You'll Do
Our Mortgage Loan Originators make an impact on our clients' lives each day by helping them make strong financial decisions to achieve their personal and financial goals. Our mortgage professionals, carefully chosen from among the top in our industry, are our greatest asset. Many of these individuals are considered leaders in our field - we rely on their talent to keep us on the cutting-edge of industry trends, which allows us to constantly open doors as a mortgage industry leader. Our service-oriented attitude coupled with our unique and energetic atmosphere makes the home financing process what it should be - an exciting and rewarding experience!
Responsibilities
Provide every client the best service in the industry
Market and solicit residential loan business, ensuring all phases of the loan process are performed in accordance with company and regulatory guidelines
Advise and educate clients on the home-buying or refinancing process and how to better manage their mortgages
Own and build your business within USA Mortgage with the support of our team
Requirements
2 to 4-year college curriculum preferred, or equivalent industry experience
Ability to work in a fast-paced, challenging sales environment
Encompass experience or equivalent
Basic computer skills
Knowledge of various residential mortgage loan products
Demonstrated ability to work both independently and as a team player
Passion, great communication skills, self-motivation, positive attitude, and competitive spirit
MLO approved license in NMLS
Compensation
· State Minimum Hourly - $7.25 (Recoverable)
· Commissions on personal production
· Voluntary: Medical, dental, vision, HSA, FSA, Short-Term Disability, Voluntary Life Insurance, CHUBB Supplemental Insurance, Pet Insurance, 401K
· Company Paid: Long-Term Disability, Group Life Insurance, Employee Assistant Program (EAP), 401K Match, Employee Stock Ownership Plan (ESOP)
Salary Description $7.25 Min Wage (recoverable), commission eligible
$7.3 hourly 60d+ ago
Bank Secrecy Act Officer
Neb Corp
Loan officer job in Howards Grove, WI
Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
The BSA Officer will be responsible for establishing and monitoring internal controls for bank-wide compliance and works with auditors to meet requirements. This includes reviewing and researching customer transactions to identify and report suspicious activity to ensure compliance with the Bank Secrecy Act, the USA PATRIOT Act, and other applicable laws and regulations.
Skills and Abilities
Must be able to work independently, as well as, collaboratively within a team environment, accurately and maintain good internal customer relations with the ability to adapt to varying customer and transactional volume. Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Strong interpersonal, communication (written and verbal) and organization skills.
Must possess strong decision making, analytical and investigative skills, with attention to detail.
Demonstrated ability to interact effectively with all levels of management, law enforcement, regulators and auditors while maintaining strict confidentiality.
Detailed knowledge of banking laws relative to BSA/AML/OFAC and exposure to broad banking regulations.
Qualifications
Ideal candidates will have the following qualifications:
Bachelor's degree in business, accounting, finance or a related field or equivalent combination of education and experience is required.
A minimum of 5-7 years of BSA/AML experience is required.
Prior people management experience is preferred.
BSA & Certified Anti-Money Laundering Specialist (CAMS) Certification is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling & Telecommuting Options
Education Assistance Program
Product & Service Discounts & more!
*Position will initially train at one of our branch offices and may eventually have the ability to work in a hybrid capacity.
$59k-82k yearly est. Auto-Apply 10d ago
Bank Secrecy Act Officer
Nebat
Loan officer job in Howards Grove, WI
Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
The BSA Officer will be responsible for establishing and monitoring internal controls for bank-wide compliance and works with auditors to meet requirements. This includes reviewing and researching customer transactions to identify and report suspicious activity to ensure compliance with the Bank Secrecy Act, the USA PATRIOT Act, and other applicable laws and regulations.
Skills and Abilities
Must be able to work independently, as well as, collaboratively within a team environment, accurately and maintain good internal customer relations with the ability to adapt to varying customer and transactional volume. Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Strong interpersonal, communication (written and verbal) and organization skills.
Must possess strong decision making, analytical and investigative skills, with attention to detail.
Demonstrated ability to interact effectively with all levels of management, law enforcement, regulators and auditors while maintaining strict confidentiality.
Detailed knowledge of banking laws relative to BSA/AML/OFAC and exposure to broad banking regulations.
Qualifications
Ideal candidates will have the following qualifications:
Bachelor's degree in business, accounting, finance or a related field or equivalent combination of education and experience is required.
A minimum of 5-7 years of BSA/AML experience is required.
Prior people management experience is preferred.
BSA & Certified Anti-Money Laundering Specialist (CAMS) Certification is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling & Telecommuting Options
Education Assistance Program
Product & Service Discounts & more!
*Position will initially train at one of our branch offices and may eventually have the ability to work in a hybrid capacity.
$59k-82k yearly est. Auto-Apply 10d ago
Mortgage Loan Officer
Integrity Mortgage Group 3.6
Loan officer job in Appleton, WI
Job Description
What would you do with hundreds of qualified buyer opportunities every month?
If you're an experienced LoanOfficer tired of chasing cold leads, babysitting ops teams, or fighting for scraps from weak referral partners - it's time to level up.
At Integrity Mortgage Group, we've built a system that feeds loanofficers consistent, high-quality purchase leads. You focus on converting. We handle the heavy lifting.
What We Offer:
Hundreds of warm buyer leads monthly from our real estate partner network and digital marketing funnels.
Highly competitive comp plan with transparent splits - you'll know exactly what you earn and why.
Marketing engine built for you - CRM, automation, and branding that positions you as the local expert.
Growth track to build and lead your own team or branch if you have leadership potential.
What we are not looking for. Those looking for “easy” or “comfortable.” Order-takers who need someone else to build their pipeline. Anyone allergic to accountability, hustle, or self-growth.
Next Step
If you're ready to plug into a system that produces results - not excuses - apply today. Let's see what you can really do when the right opportunity meets the right support.
Compensation:
$75,000 - $125,000 yearly
Responsibilities:
Interface with realtors, processors, and underwriters to ensure a smooth transaction while overseeing all customer interactions
Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision
Establish and maintain relationships with realtors, bank officers, builders, and the community at large in order to retain existing and attract new business
The ability to turn conversations into applications.
A desire to grow your income and business footprint - not settle for “good enough.”
Qualifications:
Must have an active NMLS Mortgage Originator License
Understand a variety of loans such as: FHA, VA, USDA, DHSR, Wheda & Conventional
Current NMLS WI License
Drive and discipline - you don't need to be told what to do
About Company
Integrity Mortgage Group (IMG) is a growing mortgage banker in Wisconsin and throughout the U.S. with a focus on providing creative products to its customers. We put an emphasis on the concept of having a “customer for life”. The borrower is our focus, first and foremost, as we provide a means for them to grow and prosper.
As prohibited by federal law, we do not engage in business practices that discriminate on the basis of race, color, religion, national origin, sex, marital status, or age.
Integrity Mortgage Group / Wolfe Financial Inc. is registered in the Nationwide Mortgage Licensing System (69371), Wisconsin Mortgage Banker License 69371.
$38k-55k yearly est. 18d ago
Mortgage Loan Originator
Horicon Bank 3.6
Loan officer job in Appleton, WI
Job Description
The Mortgage Loan Originator is responsible for developing banking relationships that meet lending guidelines, provide a fair rate of return, and minimize risk to the Bank.
Principal Duties and Responsibilities:
Enthusiastically support the bank sales function by providing exceptional service to internal and external customers of the bank.
Consult with and assist in the completion of loan applications from consumers, within regulatory and Bank policy guidelines.
Analyze, underwrite, document, and approve or deny consumer loan requests within established lending limits and policy guidelines.
Responsible for the collection of originated loans.
Responsible for the deposit and consumer loan sales growth and profitability of the location.
Represent and promote the bank at sponsored events in the community to generate referrals through community, civic and volunteer efforts.
Additional Duties and Responsibilities:
Assist employees with questions and concerns relating to internal bank operations.
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Perform other duties as may be necessary to fulfill the responsibilities of this role.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
Bachelor's degree and a minimum of five years previous banking or related experience required.
Exceptional customer service skills with strong sales orientation and ability to identify opportunities to connect the customer with banking partners to grow their financial relationship.
Computer literacy including experience with Office Suite, MS Word, and other computer software products.
Excellent written and verbal communication skills; ability to communicate effectively with all levels of the Bank and collaborate with internal and external business partners.
Ability to plan and prioritize a diversified workload, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines.
Sound understanding of the local communities which we serve and proven community involvement.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning may be required. Work hours are generally during normal business hours and average at least 40 hours a week and may include some evening and weekend hours.
Employee Acknowledgement:
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
$30k-42k yearly est. 13d ago
Chief Lending Officer
Range Bank
Loan officer job in Green Bay, WI
About Us We are a well-established, community-focused bank with approximately $600 million in assets and $1.07 billion in assets under management, serving individuals, businesses, and municipalities across the Western Upper Peninsula of Michigan and Northeast Wisconsin. Our headquarters resides in Marquette, MI with an additional eight branch offices. Our mission is to foster financial growth and stability in the communities we serve through personalized service and responsible lending practices.
Position Summary
The Chief Lending Officer (CLO) is a key member of the executive leadership team, responsible for the strategic direction, oversight, and performance of the bank's lending operations, including commercial, consumer, and municipal lending. The CLO will also lead the development and execution of strategic initiatives for the Business Banking department, ensuring alignment with the bank's overall strategic plan and vision.
The position is open due to the current CLO being named the successor for our CEO, who has announced their retirement after 28 years of service. This role requires a dynamic leader who can inspire teams, drive innovation, and cultivate a high-performance culture rooted in integrity, accountability, and community values. We pride ourselves in being a consultant to our customers.
The position will require working in-person from one of our branches and will require some travel between our four regions: Marquette County, Copper Country, Kingsford, and Green Bay.
Essential Duties and Responsibilities
Key Responsibilities
• Provide visionary leadership and strategic direction for all lending functions.
• Create, manage, and lead strategic initiatives for the Business Banking department, including product development, client acquisition, and relationship management.
• Develop and implement lending strategies that support the bank's growth, profitability, and risk management objectives.
• Work closely with SVP-Commercial Credit Department Manager to ensure high quality underwriting, presentation and maintenance of commercial credits.
• Work closely with VP-Credit Administration Officer to ensure proper documentation, efficient operations, regulatory reporting and compliance for business and consumer loans.
• Actively participate in Officer, Directors and Board Loan Committees and provide guidance on credit decisions, loan structuring, and risk rating.
• Actively participate in Asset Liability Management and Problem Loan Committee.
• Oversee the development and maintenance of lending policies and procedures in compliance with regulatory requirements.
• Oversee, manage, and adjust, as necessary, individual and committee loan authorities.
• Monitor loan portfolio performance, identify trends, and report regularly to the CEO and Board of Directors.
• Collaborate with Chief Home Mortgage Officer on products, pricing and strategic direction.
• Collaborate with senior leadership on strategic planning, budgeting, and asset-liability management.
• Ensure successful outcomes in internal and external audits and regulatory examinations.
• Mentor, manage and develop lending staff, fostering a culture of accountability, service excellence, and professional growth.
• Represent the bank in the community, building relationships with key clients, civic leaders, and business organizations.
Leadership Qualities
• Strategic thinker with the ability to align departmental goals with the bank's long-term vision.
• Inspirational leader who motivates teams and builds trust across departments.
• Strong decision-maker with sound judgment and a commitment to ethical lending practices.
• Excellent communicator who can clearly articulate goals, expectations, and feedback.
• Collaborative partner who works effectively with executive leadership and board members.
• Change agent who embraces innovation and continuous improvement.
Qualifications
Required
• Bachelor's degree in finance, business administration, or related field; MBA or Graduate School of Banking preferred.
• Minimum of 10 years of progressive experience in banking, with at least 5 years in a senior lending or credit leadership role.
• Proven track record in commercial lending and portfolio management.
• Strong understanding of lending regulations, credit risk, and compliance.
• Demonstrated success in leading business banking initiatives and teams.
• Exceptional leadership, communication, and strategic planning skills.
• Commitment to community banking values and relationship-based lending.
Preferred
• Experience with municipal lending and small business development.
• Ability to analyze complex financial statements and credit information.
• Proficiency in loan systems and reporting tools.
Benefits
• Paid time off
• Volunteer time off (1 day per year)
• Paid holidays (9.5 days per year)
• Health insurance through Blue Cross Blue Shield of Michigan
• Telehealth with $0 copay
• HSA plan options, including employer contribution
• Vision
• Dental
• 401(k) retirement plan with up to 6% match (after 1 year)
• Short term disability insurances (paid 100% by company)
• Long term disability insurance (paid 100% by company)
• Life insurance (paid 100% by company)
• Voluntary life insurance
• Employee Assistance Program
• Employee Stock Purchase Plan
This job description reflects management's assignment of essential functions; and nothing in this herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
$41k-57k yearly est. Auto-Apply 60d+ ago
Senior Mortgage Loan Originator
Prospera Credit Union
Loan officer job in Appleton, WI
Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either.
What sets us apart:
Great Paid Time Off Benefits!
Prospera Pays 90% of Medical Monthly Premium Costs!
Prospera Matches Up to 5% of 401K Contributions!
Prospera Provides Short Term disability and Long Term Disability at No Cost to You!
Summary:
Reporting to the Director of Retail Lending, the Senior Mortgage Loan Originator plays a key role in helping members achieve homeownership by providing expert guidance and personalized mortgage solutions. This position focuses on delivering an exceptional member experience through education, community involvement, and a deep understanding of the local market.
Expectations & Responsibilities
Engage with members to assess mortgage needs, provide product recommendations, and guide them through the application process, ensuring clarity and transparency.
Understanding of secondary market principles, loan sale readiness, and delivery standards.
Demonstrated ability to interpret credit reports, DU/LP findings, income documentation, and collateral evaluations.
Maintain compliance with all applicable mortgage lending regulations including but not limited to: Real Estate Settlement Procedures Act (RESPA), Truth in Lending Act (TILA), Home Mortgage Disclosure Act (HMDA), Equal Credit Opportunity Act (ECOA), Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act).
Consistently meet or exceed individual loan production goals, while maintaining high-quality documentation and member service standards.
Collect and review all necessary documentation, ensuring accuracy and completeness to facilitate efficient underwriting and closing processes.
Assemble, document, and maintain accurate and complete loan files, including approvals, denials, and returned applications.
Develop and maintain strong relationships with members, provide ongoing support and identifying opportunities for additional financial services that align with their needs.
Proactively build and maintain referral relationships with realtors, builders, and other community partners to generate qualified mortgage leads.
Stay informed about industry trends, market conditions, and new mortgage products to provide members with the most current and beneficial options.
Qualifications, Knowledge & Skills:
Bachelor's degree in finance, business, or a related field or equivalent work experience in mortgage lending, real estate finance, or a related field may be considered in lieu of a degree.
5-10 years of experience in mortgage lending, with a proven history of successful loan origination and member service.
Must meet all requirements under the SAFE Act, including eligibility for licensing and registration with the Nationwide Mortgage Licensing System and Registry (NMLS).
Strong understanding of conventional and government mortgage products, secondary market guidelines, and lending regulations.
Excellent interpersonal and communication skills, with the ability to build strong relationships with members and referral partners.
Proficiency in mortgage loan origination systems (LOS), digital lending tools, and Microsoft Office Suite.
High degree of professionalism, discretion, and integrity when handling confidential member information.
This position will initially be based out of our Ballard Rd office, but subject to change based on company needs.
If you are looking for a great opportunity to join a growing team, let's talk!
Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere. Note: this is a salaried position with the opportunity to earn the annual PCU Bonus, an annual Scorecard Bonus, and an annual Incentive Bonus.
Life is short. Work somewhere awesome!
Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
$39k-56k yearly est. 9d ago
Commercial Loan Coordinator
First Business Bank 4.2
Loan officer job in Appleton, WI
at First Business Bank
Join us today as a Commercial Loan Coordinator! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
OVERVIEW:As a Commercial Loan Coordinator, you'll play a critical role in managing and servicing our commercial loan portfolio. This position requires a proactive professional who can confidently prioritize multiple deadlines and deliver accurate, timely support to our bankers.The go-to expert for guiding loan renewals, clearing memos and exceptions, and ensuring all documentation meets Bank policies and procedures. From new loan closings to modifications, your expertise will help keep processes smooth and efficient. Working closely with multiple bankers, you'll ensure deadlines are met, renewals are processed promptly, and exceptions stay within goal ranges-all while maintaining clear, concise communication. Work Model: Based out of our Appleton, WI location, onsite Monday-Friday, 8am-5pm. Specifically, as the Commercial Loan Coordinator you will:Loan Coordination (70%)
Partner with bankers to prepare underwriting checklists for new loan requests, renewals, and modifications using bank systems and reports.
Recommend approval paths based on loan policy and assist in routing applications for decisioning and documentation.
Maintain accurate loan pipeline updates and communicate progress to leadership.
Attend loan committee meetings, take notes, and ensure timely follow-up.
Post-approval, manage loan closing checklists, review documentation for accuracy, and handle unexpected changes.
Coordinate pre-closing meetings and expedite required documentation (title work, lien searches, insurance, payoffs, etc.).
Review loan documents and settlement statements for accuracy in terms, covenants, and equity requirements.
Exception Management (20%)
Meet regularly with bankers to review outstanding exceptions and request necessary financial information.
Prepare memos for waivers or changes in reporting frequency based on loan policy.
Support tickler management and ensure compliance documentation is properly checked in.
Transaction Support (10%)
Assist with commercial loan payments, draws, and construction loan servicing.
Provide documentation for construction draw spreadsheets and ensure timely onboarding of transactions.
Additional Responsibilities
Prepare commitment letters and other correspondence, including covenant violation waivers or default letters.
Support specialty-serviced clients and train peers as needed.
Build strong internal and external relationships, participate in team meetings, and attend loan closings when invited,
The successful candidate should have:
Commercial loan documentation and servicing experience is required.
Experience in loan participation documentation and servicing is preferred.
Advanced organizational, follow-up, and multi-tasking skills required to achieve multiple deadlines is required.
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
$36k-45k yearly est. Auto-Apply 6d ago
Bank Secrecy Act Officer
Neb Corp
Loan officer job in Howards Grove, WI
Why NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
The BSA Officer will be responsible for establishing and monitoring internal controls for bank-wide compliance and works with auditors to meet requirements. This includes reviewing and researching customer transactions to identify and report suspicious activity to ensure compliance with the Bank Secrecy Act, the USA PATRIOT Act, and other applicable laws and regulations.
Skills and Abilities
Must be able to work independently, as well as, collaboratively within a team environment, accurately and maintain good internal customer relations with the ability to adapt to varying customer and transactional volume. Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Strong interpersonal, communication (written and verbal) and organization skills.
Must possess strong decision making, analytical and investigative skills, with attention to detail.
Demonstrated ability to interact effectively with all levels of management, law enforcement, regulators and auditors while maintaining strict confidentiality.
Detailed knowledge of banking laws relative to BSA/AML/OFAC and exposure to broad banking regulations.
Qualifications
Ideal candidates will have the following qualifications:
Bachelor's degree in business, accounting, finance or a related field or equivalent combination of education and experience is required.
A minimum of 5-7 years of BSA/AML experience is required.
Prior people management experience is preferred.
BSA & Certified Anti-Money Laundering Specialist (CAMS) Certification is preferred.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling & Telecommuting Options
Education Assistance Program
Product & Service Discounts & more!
*Position will initially train at one of our branch offices and may eventually have the ability to work in a hybrid capacity.
$59k-82k yearly est. Auto-Apply 9d ago
Loan Processor - Oshkosh
Dollar Loan Center 4.1
Loan officer job in Oshkosh, WI
Job Description
Loan Processor - Join the Dollar Loan Center Team!
Why This Role Rocks
Get ready to dive into the fast-paced world of short-term lending at Dollar Loan Center! As a Loan Processor, you'll help customers meet their short-term financial needs. You will review applications, verify information, and fund the loan! You'll help customers every step of the way, whether it's taking payments, answering questions, or calling on past-due accounts with solutions and professionalism. It's an important, customer-facing position that requires the right person, and that could be you!
What You'll Do
Offer Stellar Customer Service
Greet every customer with a smile and enthusiasm, whether in-person or over the phone.
Explain the reasons for borrowing from Dollar Loan Center and why we're the best in the business to customers inquiring.
Dive into loan applications, ensuring all info is accurate and completely clarified.
Process loans quickly while sticking to our underwriting guidelines.
Break down loan contracts to customers, making sure they know the ins and outs.
Spot opportunities to approve loans and offer credit limit increases qualifying customers.
Make marketing and informational calls to current customers informing them of how much they have available and other products available.
Reach out to past-due accounts with timely, professional, and courteous calls.
Log clear, concise notes with accurate promise dates in our system.
Calculate payments like a math wizard and answer questions about due dates, interest, and more.
Enter data into our system with precision and keep the office running smoothly.
Other Fun Stuff
Safeguard customer info like it's treasure.
Keep the drawers balances and all money is accounted for.
Open and close locations with your trusty key.
Keep the office sparkling clean and organized.
Step up to cover other locations when needed.
What You Bring to the team
High school diploma or GED-check!
One year of customer service experience to show off your people skills.
Comfortable with computers and basic office equipment.
Killer communication skills (English/Spanish bilingual is a bonus!).
Cash handling, lending, or collections experience? Even better!
Ready to work regular hours (with occasional overtime) and travel between locations.
Reliable transportation and a clean background check.
A passion for teamwork, Dollar Loan Center's Core Values, and crushing it with minimal supervision.
Why You'll Love It
This isn't just a job, it's a chance to make a difference, have fun, and grow with a team that's all about winning together. We work hard to provide a safe and clean environment for our customers, and you get to be part of that! We fill a need in the community and it is essential to those we help. We like to promote from within, offer opportunities to our hardest working and most dedicated staff and recognize rock stars! Ready to join the Dollar Loan Center crew? Submit your resume or fill out the application now!
All offers of employment at Dollar Loan Center are contingent upon clear results of a thorough background check. Background checks will be conducted on all final candidates and on all employees who are promoted, as deemed necessary.
How much does a loan officer earn in Green Bay, WI?
The average loan officer in Green Bay, WI earns between $35,000 and $67,000 annually. This compares to the national average loan officer range of $30,000 to $69,000.