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Loan officer jobs in Wisconsin - 177 jobs

  • Loan Officer - Commission Eligible

    Compeer Financial 4.1company rating

    Loan officer job in Rice Lake, WI

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Waite Park, MN or Rice Lake, WI office locations. The contributions you will make: This position is responsible for the origination of home, recreational land/bare land and home site loans in rural areas and communities. You will maintainacceptable levels of loan unit/volume origination while building strong professional and client relationships and maintainhigh client satisfaction results. Combines mortgage and business knowledge with an in-depth understanding of each client's financial position to provide innovative and workable alternatives to create the best avenue to accomplishing client's goals. Markets Compeer's products and services to industry partners and prospective clients based upon their wants and needs. Supports and builds the Compeer Financial brand by developing a referral network of realtors, builders, consumer direct as well as other financial service providers and internal team members. You will service a growing market of hobby farms, rural properties, and conforming properties. A typical day: Sales and Marketing Proactively markets and sells credit and related services, establishing new market relationships which contribute toward attainment of Compeer goals and business objectives. Creates networking and prospecting strategy that is suitable to servicing each territory and ensure alignment with Compeer's branding and marketing protocol. Maintains positive accomplishments with client relations, community recognition, and contributions to the Compeer Financial image as the leading financial institution committed to clients in rural areas. Monitors and appropriately uses discretionary marketing budget throughout the year. Loan Origination Originates loans by proactively seeking applications. Gathers income and verifies financials. Determines the appropriate loan program and terms to meet the client's needs. Works with the credit and processing teams to secure a credit decision and ultimately a timely closing. Acts as a liaison between client(s) and all Compeer Financial operations members as well as certain third parties. Client Relationships Maintains client relationships through frequent interactions and periodic sales calls. Delivers value added informational services to the client. Discusses loan programs and terms. Addresses all client concerns throughout the process. Industry Knowledge Builds and maintains a strong understanding of Consumer Lending practices. Maintains and builds upon "local" knowledge of their own LSA. Gains knowledge of client's hopes and dreams and ultimately helps to implement those within the rural marketplace. Community Involvement Develops and maintains a significant "professional presence" throughout the local community. Provides formal group presentations and information workshops on current Rural Living Solutions topics and issues. Maintains active involvement in various related professional groups. The skills and experience we prefer you have: Bachelor's degree in business administration, finance, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. NMLS registration required. Demonstrate understanding of mortgage processing, underwriting and closing procedures. Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. Skill in developing and maintaining interpersonal relationships. Strong problem solving, decision making and organizational skills. Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs. Strong analytical skills with attention to detail. Effective sales skills. Solid time management skills. Ability to work independently and collaboratively with other teams to achieve goals and represent the business. Valid driver's license. #LI-CL1 #IND100 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. In addition to base salary, this role is eligible for a Commission-based plan. Commission is uncapped and earned based on New Loan Volume per month (portfolio plus secondary market volume). This role is also eligible for a variable compensation, which may vary year to year. Base Pay$46,400-$51,500 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $46.4k-51.5k yearly 2d ago
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  • Mortgage Loan Officer

    Bell Bank 4.2company rating

    Loan officer job in Madison, WI

    Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market. Gather all information necessary for documentation, analysis, disclosure and underwriting loan applications. Structure loan to ensure compliance to product guidelines. Submit through DU/LP and review findings to ensure borrower findings meets guidelines. Enter all required information into the mortgage loan origination system and order appraisal. Solicit and take loan applications in a professional and timely manner in line with company standard and procedures. Evaluate credit factors and eligibility to ensure application meets guideline requirements. Provide appropriate borrower compliance information at the time of application, have disclosures signed and delivered. Provide Loan Estimate (LE) within regulatory guidelines. Also provide re-disclosure as required by regulatory guidelines through understanding of MDIA requirements. Provide all necessary applicant information to processor. Price loans according to guidelines and secure signed lock agreements. Review Closing Disclosure (CD) and prepare the borrower for closing. Keep open line of communication with agents, borrower, processors and closers to provide excellent customer service. Develop individual marketing plans to expand market share and stimulate loan production. Maintain regular customer contact with professional and community organizations to ensure a positive company image. Stay up to date on all program, compliance, and investor guidelines and changes that will affect the borrower and Bell Bank Mortgage. Provides advice and service to applicant requesting mortgage information. Make preliminary determination of applicant's credit worthiness and has authority to issue prequalification statement of borrowers eligibility. Maintain awareness of new trends and developments in the local and national real estate market to better serve clients and provide feedback to management Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Perform other duties as assigned. Job Skills Required: B.A. or minimum of three years of mortgage banking experience. Two years of mortgage banking sale experience. NMLS registration. Familiarity with all mortgage banking functions, FNMA, FHLMC, HUD/VA Lending, regulatory compliance and investor guidelines. Ability to strategically plan to market and develop business contact. Ability to work with limited supervision. Excellent customer service skills. Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile. Ability to travel to different branches and to off-site meetings to meet with clients or co-workers.
    $36k-48k yearly est. 11h ago
  • Loan Originator

    Waterstone Mortgage Careers 4.2company rating

    Loan officer job in Brookfield, WI

    Start or continue to build your career with a top ranked mortgage company! Waterstone Mortgage was recently named the #2 Best Company to Work For by Mortgage Executive Magazine! Our company culture is second to none; to learn more about our exceptional work/life balance and employee engagement, visit our website, Facebook page, or Instagram! If you're a go-getting Loan Originator who thrives on seeing your customers achieve their homeownership goals, Waterstone Mortgage may be a fit for you! WHAT WE OFFER YOU: Faster than average closings (27 days from contract to close on average, published by Ellie Mae) Innovative technology Product variety Forward-thinking leadership Strong operational support Unparalleled sales training Marketing support to help increase your business Ability to lend in 48 states, no license needed! Competitive rates and unlimited earning potential Loan Officer Assistant, based on production Coaching to help you get to the next level ESSENTIAL DUTIES AND RESPONSIBILITIES: Engages in Outside Sales, including but not limited to: Attending in-person meetings and corresponding with potential clients or real estate brokers; 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. 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. 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. Compiles loan packages and facilitates negotiations with applicants to establish standards on items such as fees, loan repayment options and other credit terms.
    $34k-51k yearly est. 60d+ ago
  • Consumer Loan Officer I

    1St. Community Credit Union 4.0company rating

    Loan officer job in Sparta, WI

    Join our Team as a Consumer Loan Officer I!!! About Us: 1st Community Credit Union is a thriving mid-sized financial institution serving 14 counties across Western Wisconsin from three convenient branches. Join us in a workplace that values teamwork, balance, and a strong commitment to the communities we serve. Why 1st Community Credit Union: We are committed to fostering a team-first culture, promoting work/life balance, and delivering top-tier member service. Position: Full Time (40 hours/week) Consumer Loan Officer I Location: Sparta Office As the Consumer Loan Officer, I your responsibilities will be: Conducting loan interviews and gather necessary documentation, processing loan applications. Communicating loan decisions with applicants and providing next steps. Ensure members receive the financial solutions best suited to their needs. Analyzing loan applicant's financial situations, cross-selling credit union products and services to enhance the member well-being. Ensure compliance with credit union policies and procedures. Provide excellent member service through clear communication and professional support. Normal day to day functions will be answering questions about consumer loans, determining collateral values, prepare member loan files, offer financial counseling to our members, and completing sales reports. Your Skills & Experience: 3 years of financial experience preferred Ability to handle difficult or complex situations with a professional, friendly demeanor Proven sales experience We Support Your Well-Being: Health, dental, and vision insurance Voluntary coverage options for accident, critical illness, and cancer 401K plan with matching (up to 5%) Life insurance, long-term disability coverage, paid holidays and educational reimbursement. Generous vacation, personal and sick time pay Our Culture & Values: We foster a culture of Community, Communication, Courage, and Collaboration. We strive for continuous development and aim to deliver a standout member experience with every interaction. Why You'll Love Working Here: At 1st Community Credit Union, you'll be part of something much bigger than a job. Supported by a culture rooted in community, collaboration, and purpose, you'll thrive in a workplace that values work/life balance and truly invests in you. Our robust benefits listed above demonstrate that your well-being matters. Most importantly, your day-to-day contributions will make a meaningful impact. Every interaction strengthens our cooperative mission of "People Helping People," and together, we'll serve our members, empower one another, and grow-professionally and personally. If you're looking for a role where your work has meaning, your growth is supported, and your colleagues become your team, you'll find your place here.
    $64k-76k yearly est. 42d ago
  • Associate Loan Originator, NE

    Primelending 4.4company rating

    Loan officer job in Brookfield, WI

    Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. May serve as a partner to the Lead/Primary Loan Originator. Acts as a liaison between the Lead/Primary and/or other team members, in-process customers and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. Valid driver's license and current automobile liability insurance. A minimum of 6 months loan originator experience required. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. *In accordance with the US Department of Labor Regulations Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13 (a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Markets and promotes PrimeLending's financial products; Associate Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required if partnering with lead/primary loan originator. Handles loan volume as directed by team lead/primary loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Schedules appointments with potential customers for the team. Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. Stays abreast of changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. Meets customer service standards as outlined by management. Other functions as needed.
    $29k-45k yearly est. Auto-Apply 31d ago
  • Mortgage Loan Originator

    Horicon Bank 3.6company rating

    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
  • Mortgage Loan Processor

    Prevail Bank

    Loan officer job in Medford, WI

    Benefits: 401(k) matching Paid time off Mortgage Loan Processor's are responsible for assisting Mortgage Loan Officers with gathering and review of all required loan documentation to ensure complete and accurate files, coordination of loan closings in a timely manner, ensuring all documents are signed/executed properly, and ensuring all loans meet file quality and loan turn-around benchmarks that have been set. Mortgage Loan Processors are responsible for ensuring all loan documentation is compliant with company policies and procedures and any applicable state/federal regulations. Duties and Responsibilities Review lender notes for any special instruction or requirements Complete a Pre-UW scrub of the loan file to determine accuracy and completeness of the URLA and all loan file documentation Prepare & review initial loan disclosures for accuracy & completeness Disclose all new applications received within the required 3 days Verify & document borrower e-consent when received Verify ITP was received and documented as needed in the LOS Verify Patriot Act information is obtained & documented in every file Review all electronic file documentation for accuracy & completeness Ensure all documentation is stored/named in our electronic file using approved naming conventions Prepare & send revised disclosures when necessary for CIC Submit files for initial & final UW review Send approval/commitment letter(s), denials or adverse action notices to borrower Lock loans with investor (when applicable) and within the LOS Send locked LE & Lock-in Agreement to borrower Complete all required tasks & functions within the LOS Request/obtain any required 3rd party verifications (VOE, VOM, VOL) & update LOS Processing screen as needed Order flood determinations, appraisals, tax transcripts, title commitment/letter reports or any other 3rd party services & update LOS Processing screen as needed Provide copy of appraisal/valuation to the borrower & send invoice to AP for payment Review & obtain all underwriting approval conditions needed for final approval Obtain & review hazard and/or flood insurance policies to ensure they meet policy/guidelines Review title commitment/letter report and resolve any issues or outstanding liens Ensure all timing and delivery requirements have been met (Reg B decision, appraisal delivery, etc.) Communicate with MLO and applicants (as needed) Order payoffs quotes (internal & external) Collaborate with title company and/or MLO to coordinate closings Prepare and provide preliminary CD to borrower within required timeframe Prepare disbursement worksheet to match prelim CD Prepare the final closing package and review all documents for accuracy and compliance Verify all at close conditions have been addressed as needed Process Plaza/TPO loans and coordinate closing/funding as applicable Comply with all bank policies & procedures as well as all applicable federal and state banking regulatory agency policies Comply with bank standards for attendance and hours of work Perform any other duties as required to fulfill the responsibilities of the position Qualifications Education/Experience: Minimum of two years of mortgage loan processing experience required. Previous financial institution customer service experience preferred. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of both internal & external customers; recognize and take appropriate action to meet their needs; establish an effective working relationship with all customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Time Management: Ability to effectively manage ones time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Travel: A valid drivers license required for travel to Bank offices, training sessions, customer meetings, Bank, and community meetings, etc. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management.
    $34k-48k yearly est. 6d ago
  • Mortgage Loan Processor

    First Community Credit Union 3.8company rating

    Loan officer job in Beloit, WI

    Key Responsibilities Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness. Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained. Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services. Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID. Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process. Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner. Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing. Monitor pipeline to meet processing turn-time goals and credit union service standards. Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience. Availability to attend special off site sales events and credit union functions, as needed. Requirements High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred. Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company. Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred. Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations. Excellent organizational skills and attention to detail. Strong communication skills with the ability to explain complex information in a clear and member-friendly manner. Ability to manage multiple files simultaneously while meeting strict deadlines. Team-oriented with a commitment to providing outstanding member service. Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act. Working Conditions: Normal office working conditions with the absence of disagreeable elements. Note : The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. Salary Description $20-$24 per hour
    $20-24 hourly 60d+ ago
  • Consumer Loan Processor

    UW Credit Union 4.6company rating

    Loan officer job in Madison, WI

    UW Credit Union's Consumer Lending Department is hiring for a Consumer Loan Processor! If you are passionate about helping others reach their financial goals, and excited about the growth UW Credit Union is experiencing, this is the job for you! As a Consumer Loan Processor, you will play a key role in ensuring both the completeness and timeliness of loans, as they are processed and disbursed to UW Credit Union members. When a UW Credit Union member applies, and is approved for, a loan, the ‘baton' is handed to the Consumer Loan Processor - they review the loan application for accuracy, prepare all necessary loan documents, and deliver said loan documents in a timely manner. If you are organized, enthusiastic, and a great team player, this is the job for you! As a Consumer Loan Processor, you are skilled in both administrative ‘behind-the-scenes' duties, and customer service. Time management and organization come naturally to you - prompt and accurate completion of tasks is where you shine. Attention to detail is a vital skill for a Consumer Loan Processor, as you are scanning loan applications for accuracy. Tactful and effective communication is an equally important attribute, as you are communicating any discrepancies identified back to your fellow UW Credit Union employees. A successful Consumer Loan Processor is an enthusiastic team member, as teamwork within your department, as well as across other departments within UW Credit Union, is imperative. Responsibilities What You'll Do: Monitor loan operating system disbursement queue to maintain service level and to ensure timely funding and disbursement of loans. Conduct quality assurance review of each consumer loan to ensure loan is accurate, complete, and within all lending guidelines prior to funding. Identify and document loan errors and communicate with lenders for error resolution. Perform accurate disbursement of all loan proceeds through loan payoffs/payments, deposits to account, credit/debit of general ledgers, and cashier's checks. Review core system to ensure the loan booking was completed in full - manually complete any portion of the booking process that did not occur due to errors in the loan application Manage timely receipt of loan documentation through fax, email, mail, DocuSign, and interoffice mail, reviewing for accuracy, following up as needed with third party vendors, retail staff, or members Review and verify loan paperwork received is accurate and complete - scan and file loan documentation accurately, orderly, and legibly into loan origination system or document storage Ensure compliance with loan and deposit regulations Answer calls from UW Credit Union staff in a timely and professional manner, and demonstrate positive call quality behaviors Provide education and guidance to retail staff and members on loan processes, procedures and file requirements or conditions Qualifications These skills and experiences are essential to your success: 7 months to one year experience in a professional office setting is required - experience in a financial institution is preferred Lending experience preferred but not required Must have strong oral and written communication skills Must have strong phone skills and etiquette Demonstrated excellent attention to detail Possess time management skills Exceptional customer service skills
    $32k-38k yearly est. Auto-Apply 6d ago
  • Consumer Loan Specialist

    Curo Group Holdings Corp 4.7company rating

    Loan officer job in Eau Claire, WI

    Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! * Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. * Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. * Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. * Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. * Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. * Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. * Sales Mindset: Confidence in promoting products and services that meet customer needs. * Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. * Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. * Adaptability: Willingness to learn new systems and processes in a dynamic environment. * Team Player: A collaborative spirit with a desire to contribute to team success. * Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. * Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 2701 North Clairemont Avenue, Eau Claire, WI 54703 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 14d ago
  • Consumer Loan Specialist

    Attain Finance

    Loan officer job in Onalaska, WI

    Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! .If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 605 2nd Avenue South, Ste 120, Onalaska, WI 54650 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 2d ago
  • New Home Consultant

    Lennar Corp 4.5company rating

    Loan officer job in Pleasant Prairie, WI

    We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States. Join a Company that Empowers you to Build your Future The New Home Consultant at Lennar is responsible for managing the new home purchase process from initial customer contact to closing, aiming to create a "tickled, delighted and happy" customer. This includes daily operations at Welcome Home Centers, processing sale agreements, and closing sales in line with company business plans. * A career with purpose. * A career built on making dreams come true. * A career built on building zero defect homes, cost management, and adherence to schedules. Your Responsibilities on the Team * Engage and establish relationships with visitors to understand their home buying needs, utilizing the company's selling philosophy. * Self-generate sales leads through community engagement, realtor partnerships, and proactive prospecting. * Develop comprehensive knowledge of the competitive market, including products, community features, and demographics. * Provide consistent follow-through with customers from initial contact to post-closing, maintaining accurate communication records. * Participate in sales meetings, neighborhood promotions, and marketing programs. * Ensure the maintenance of Welcome Home Center models and inventory homes. * Complete required training and participate in community events and phone banks. Requirements * High school diploma or equivalent; college degree and real estate license preferred. * 1-2 years of experience in homebuilding or real estate sales preferred. * Valid driver's license and reliable transportation. * Strong communication, organizational, and customer service skills. * Proficiency in Microsoft Office and ability to use sales tracking tools. * Self-motivated with a positive attitude and strong work ethic. Physical & Office/Site Presence Requirements: Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. This is primarily an active position, involving office/phone work and walking in all weather conditions, and uneven surfaces, to and within homesites in the community. Must have a valid state driver's license in order to take customers throughout the neighborhood and community, visit realtor offices, and to various other meetings in the process of self-generating sales. Finger dexterity is required to operate computer keyboard and telephone equipment. Must be able to lift and carry supplies and materials up to 25 pounds. * This information is intended to be a general overview and may be modified by the company due to factors affecting the business. General Overview of Compensation & Benefits: We reasonably expect the base compensation offered for this position to range from an annual salary of $0.00 - $0, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. * This position may be eligible for bonuses. * This position may be eligible for commissions. * This position will be eligible for the described benefits listed in the above section in accordance with Company Policy. * This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. 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 for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
    $30k-39k yearly est. Auto-Apply 37d ago
  • Mortgage Loan Specialist (Underwriter/Processor)

    Oak Bank Careers Page 3.5company rating

    Loan officer job in Madison, WI

    Job DescriptionDescription: The Mortgage Loan Specialist executes secondary market and in-house residential loans. This role is involved in all aspects of processing which requires skills in underwriting, loan programs, collateral documentation, regulatory compliance, and loan processing software systems. Great opportunity for an experienced mortgage processor to move into a lead processing role, ensuring excellent client service as well as productive internal and external partner relationships. Responsibilities · Responsible for all aspects of residential mortgage (including in-house and secondary market) and construction loan processing by completing underwriting, applicable paperwork, inputting loans, and verifying documents. · Maintains processing knowledge of residential mortgage loan programs including but not limited to Fannie Mae (FNMA) and Federal Home Loan Bank (FHLB) MPF loans. · Requests and reviews supporting documentation such as appraisals, flood determinations, title work, insurance and any other required items as deemed necessary for each loan. · Conducts necessary searches including but not limited to credit bureau reports, verification of employment and deposit accounts. · Performs post-closing duties including perfecting collateral, disbursing loan proceeds, handling invoices and completing compliance checks. · Establishes and maintains loan accounts on the Bank's core system (FISERV Premier). · Maintains the systems used to process mortgage loans. · Assists with selling secondary market loans. · Prepares and/or reviews residential mortgage loan denials. · Demonstrates attention to detail in producing all loan documents and maintaining accurate loan files. · Regularly reviews workflows and procedures to ensure efficient residential loan processing, supporting projects related to system upgrades and enhancements. · Maintains professional relationships with internal and external clients as well as third party vendors. · Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risk. · Other activities as needed to drive toward our vision and fulfill our mission as a Loan Operations team and organization. Requirements: · Residential mortgage underwriting, processing or documentation work experience required. · 3-5 years of residential mortgage experience preferred. · Knowledge of FISERV Premier, Finastra Mortgagebot LOS, and other mortgage loan processing systems such as Desktop Underwriter (DU) preferred. · Knowledge of regulations and best practices relevant to residential loans to ensure compliance and mitigate risk. · Experience with Microsoft Word, Excel and Adobe Acrobat Standard. · Excellent verbal and written communication skills. · Good problem-solving skills using experience, knowledge and policies and procedures provided. · Ability to meet deadlines and prioritize work while working independently. · Demonstrated attention to detail to ensure accuracy and detect discrepancies for follow-up. · Able to collaborate as part of an overall team, supporting others throughout the bank to achieve goals and objectives.
    $31k-47k yearly est. 4d ago
  • Loan Originator

    Waterstone Mortgage Careers 4.2company rating

    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 3.6company rating

    Loan officer job in Menomonee Falls, 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.
    $29k-41k yearly est. 13d ago
  • Mortgage Loan Processor

    Prevail Bank

    Loan officer job in Eau Claire, WI

    Benefits: 401(k) matching Paid time off Mortgage Loan Processor's are responsible for assisting Mortgage Loan Officers with gathering and review of all required loan documentation to ensure complete and accurate files, coordination of loan closings in a timely manner, ensuring all documents are signed/executed properly, and ensuring all loans meet file quality and loan turn-around benchmarks that have been set. Mortgage Loan Processors are responsible for ensuring all loan documentation is compliant with company policies and procedures and any applicable state/federal regulations. Duties and Responsibilities Review lender notes for any special instruction or requirements Complete a Pre-UW scrub of the loan file to determine accuracy and completeness of the URLA and all loan file documentation Prepare & review initial loan disclosures for accuracy & completeness Disclose all new applications received within the required 3 days Verify & document borrower e-consent when received Verify ITP was received and documented as needed in the LOS Verify Patriot Act information is obtained & documented in every file Review all electronic file documentation for accuracy & completeness Ensure all documentation is stored/named in our electronic file using approved naming conventions Prepare & send revised disclosures when necessary for CIC Submit files for initial & final UW review Send approval/commitment letter(s), denials or adverse action notices to borrower Lock loans with investor (when applicable) and within the LOS Send locked LE & Lock-in Agreement to borrower Complete all required tasks & functions within the LOS Request/obtain any required 3rd party verifications (VOE, VOM, VOL) & update LOS Processing screen as needed Order flood determinations, appraisals, tax transcripts, title commitment/letter reports or any other 3rd party services & update LOS Processing screen as needed Provide copy of appraisal/valuation to the borrower & send invoice to AP for payment Review & obtain all underwriting approval conditions needed for final approval Obtain & review hazard and/or flood insurance policies to ensure they meet policy/guidelines Review title commitment/letter report and resolve any issues or outstanding liens Ensure all timing and delivery requirements have been met (Reg B decision, appraisal delivery, etc.) Communicate with MLO and applicants (as needed) Order payoffs quotes (internal & external) Collaborate with title company and/or MLO to coordinate closings Prepare and provide preliminary CD to borrower within required timeframe Prepare disbursement worksheet to match prelim CD Prepare the final closing package and review all documents for accuracy and compliance Verify all at close conditions have been addressed as needed Process Plaza/TPO loans and coordinate closing/funding as applicable Comply with all bank policies & procedures as well as all applicable federal and state banking regulatory agency policies Comply with bank standards for attendance and hours of work Perform any other duties as required to fulfill the responsibilities of the position Qualifications Education/Experience: Minimum of two years of mortgage loan processing experience required. Previous financial institution customer service experience preferred. Skills and Abilities: Adaptability: Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations. Attention to Detail: Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Change Management: Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff. Customer Orientation: Respond sensitively to the needs and priorities of both internal & external customers; recognize and take appropriate action to meet their needs; establish an effective working relationship with all customers to gain their respect and loyalty. Oral/Written Communication: The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff. Professionalism: Project a positive image of the bank to all internal and external customers. Time Management: Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks. Team Player: Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank. Working EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Travel: A valid driver's license required for travel to Bank offices, training sessions, customer meetings, Bank, and community meetings, etc. Physical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities. Job Description subject to change at any time at the discretion of management. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $34k-47k yearly est. Auto-Apply 6d ago
  • Mortgage Loan Specialist (Underwriter/Processor)

    Oak Bank 3.5company rating

    Loan officer job in Madison, WI

    Job DescriptionDescription: The Mortgage Loan Specialist executes secondary market and in-house residential loans. This role is involved in all aspects of processing which requires skills in underwriting, loan programs, collateral documentation, regulatory compliance, and loan processing software systems. Great opportunity for an experienced mortgage processor to move into a lead processing role, ensuring excellent client service as well as productive internal and external partner relationships. Responsibilities · Responsible for all aspects of residential mortgage (including in-house and secondary market) and construction loan processing by completing underwriting, applicable paperwork, inputting loans, and verifying documents. · Maintains processing knowledge of residential mortgage loan programs including but not limited to Fannie Mae (FNMA) and Federal Home Loan Bank (FHLB) MPF loans. · Requests and reviews supporting documentation such as appraisals, flood determinations, title work, insurance and any other required items as deemed necessary for each loan. · Conducts necessary searches including but not limited to credit bureau reports, verification of employment and deposit accounts. · Performs post-closing duties including perfecting collateral, disbursing loan proceeds, handling invoices and completing compliance checks. · Establishes and maintains loan accounts on the Bank's core system (FISERV Premier). · Maintains the systems used to process mortgage loans. · Assists with selling secondary market loans. · Prepares and/or reviews residential mortgage loan denials. · Demonstrates attention to detail in producing all loan documents and maintaining accurate loan files. · Regularly reviews workflows and procedures to ensure efficient residential loan processing, supporting projects related to system upgrades and enhancements. · Maintains professional relationships with internal and external clients as well as third party vendors. · Maintains awareness of legal requirements and best practices, adhering to established bank policies and procedures to mitigate risk. · Other activities as needed to drive toward our vision and fulfill our mission as a Loan Operations team and organization. Requirements: · Residential mortgage underwriting, processing or documentation work experience required. · 3-5 years of residential mortgage experience preferred. · Knowledge of FISERV Premier, Finastra Mortgagebot LOS, and other mortgage loan processing systems such as Desktop Underwriter (DU) preferred. · Knowledge of regulations and best practices relevant to residential loans to ensure compliance and mitigate risk. · Experience with Microsoft Word, Excel and Adobe Acrobat Standard. · Excellent verbal and written communication skills. · Good problem-solving skills using experience, knowledge and policies and procedures provided. · Ability to meet deadlines and prioritize work while working independently. · Demonstrated attention to detail to ensure accuracy and detect discrepancies for follow-up. · Able to collaborate as part of an overall team, supporting others throughout the bank to achieve goals and objectives.
    $31k-47k yearly est. 4d ago
  • Consumer Loan Specialist

    Attain Finance

    Loan officer job in Eau Claire, WI

    Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 2701 North Clairemont Avenue, Eau Claire, WI 54703 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 13d ago
  • Consumer Loan Specialist

    Curo Group Holdings Corp 4.7company rating

    Loan officer job in Fond du Lac, WI

    If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! * Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. * Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. * Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. * Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. * Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. * Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. * Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. * Sales Mindset: Confidence in promoting products and services that meet customer needs. * Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. * Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. * Adaptability: Willingness to learn new systems and processes in a dynamic environment. * Team Player: A collaborative spirit with a desire to contribute to team success. * Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. * Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 1211 Rickmeyer Drive, Ste 3, Fond du Lac, WI 54937 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 6d ago
  • Consumer Loan Specialist

    Attain Finance

    Loan officer job in Fond du Lac, WI

    If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 1211 Rickmeyer Drive, Ste 3, Fond du Lac, WI 54937 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
    $15.8-22.3 hourly Auto-Apply 8d ago

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Top 10 Loan Officer companies in WI

  1. Responsive Mortgage

  2. Summit Credit Union

  3. Satori Mortgage

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  6. Waukesha State Bank

  7. Old National Bank

  8. Integrity Home Mortgage Corporation

  9. PH Financial Services

  10. Associated Bank

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