Loan specialist jobs in West Allis, WI - 36 jobs

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union. NATURE AND SCOPEReports to the Manager, Consumer Loan Member Support. Engages with members and potential members who have applied for consumer loan products through the branch, call center, and online/digital channels. Gather, prepare, and process all necessary documentation through these channels for consumer loan applications. Examines documents to ensure accuracy and compliance with existing underwriting guidelines. This position will be responsible for ensuring all documents required for loan processing and closing are received, complete, and ready. REQUIREMENTS1. High school diploma or equivalent and minimum one year of consumer lending experience.2. Knowledge of all types of consumer loans and a general understanding of underwriting guidelines preferred.3. Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, and schedule closings preferred.4. Demonstrated ability in providing excellent customer service.5. Experience or ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to consumer lending.6. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.7. Proven ability to organize work, balance multiple priorities, manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within defined deadlines.8. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.9. Must have or be able to attain National Mortgage Licensing System Registration (NMLS#).10. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job related state and federal laws and regulations. PRINCIPAL ACCOUNTABILITIES1. Partners closely with Consumer Loan Underwriting, Consumer Loan Processing, Personal Financial Officers, and Branches to identify documentation requirements for each specific loan.2. Contacts members to collect necessary loan documentation, i.e., pay stubs, W2, purchase contracts etc.3. Verifies accuracy of loan applications according to current policies and procedures, and then inputs information into the current lending system when applicable.4. Informs members of items needed for closing, i.e., title of vehicle, seller requirements, etc.5. Coordinates the preparation of the closing documents in an accurate, error-free manner.6. Uses independent judgment, processes multiple types of consumer loans and modifications.7. Cross sells GAP, Mechanical Breakdown and Debt Protection and offers other identified cross sell opportunities to members.8. Monitors daily/weekly/monthly reports to ensure no applications reach more than 30 days before decisioning.9. Performs other duties as assigned. EEO/Veterans/Disabled

Responsible for the accurate and complete preparation of loan closing documentation and timey funding for all residential mortgage loans. Preparation of closing documents to be completed in accordance with company and investor policies and requirements. Hybrid work schedule Position Specific Responsibilities * Prepare and review loan closing and funding documentation in an accurate and timely manner for all residential mortgage loan products. * Complete all internal funding documentation and distribute as needed. * Confirm all closing documents are accurate and prepared as loan was approved by Underwriting. Review and confirm acceptance of all closing conditions as assigned by Underwriting. * Work closely with Title Companies and internal business partners to research and resolve transaction concerns. * Confirm adherence and compliance with all applicable bank, regulatory and investor guidelines. * Coordinate the details of closing with LO's and Title Companies. * Perform duties and responsibilities specific to department functions and activities, or as assigned by supervisor. * Maintain current knowledge of lending products, systems and processes. Required Experience * High School graduate or equivalent. College level coursework preferred * Proficient computer skills, including Microsoft Office suite and Windows-based software * Previous mortgage experience preferred. * Must be comfortable and able to work in a fast-paced environment. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Mortgage Loan Officer Why Epic Mortgage? Epic Mortgage is a modern and growing Mortgage Lender whose passion is helping Loan Officers like you grow & build a thriving business! We offer every ounce of support, every tool and system you need to be successful. The mortgage industry is changing, and we are changing with it. From weekly coaching, constant training, virtual Happy Hours, full event planning and marketing support, competitive pricing based on our size & relationships, and so MUCH MORE! There's a reason why when other companies are scaling back, we are doubling down. Why Settle for Less? Perks for working at Epic Mortgage: Fast Closings - 14-day average CTC from application - You can even receive same day and one day approval. In House Processing with your OWN assigned Processor. 180+ Partners and Products for you to choose from - So you can always offer the best options for your clients (conforming, non-QM, Investor Products, Reverse Mortgages, HELOCs, Commercial, Hard Money Lenders, etc.) Event Planning Support to help you plan the BEST & most organized events. Custom Marketing Consultation to help your business grow the way you want. Full Marketing Support for all your marketing needs and ideas. Training Guides on every tool, system, and process. Live and E-learning On-Demand Virtual Trainings at your fingertips. Competitive Commissions. Profit Sharing Opportunities. Looking to grow and build a team? Full Team Building Support and Training directly by those who have done it before successfully. Stop waiting to be paid! We offer Bi-Weekly Pay. Full Benefits Package including vision, dental, full health benefits, HSA/FSA, 401k with employer match, life insurance, short term and long-term disability, and more! Job Description Responsibilities: Interview borrowers to assist with identifying the loan product that meets their budget and needs. Gather information and documentation for the loan and submit the application to the mortgage company that you feel has the best rate/term for your client. Evaluate loan applications and documentation by confirming credit worthiness. Identify the best loan options to meet the customers' needs, present to customers, and close loans. Secure interest rate lock-ins for customers in a timely manner. Utilize a mortgage lending system to input information, qualify loans, and obtain pre-approval. Work closely with borrowers, loan officers, title companies/attorneys, or insurance companies to gather and prepare all documents needed to satisfy underwriting requirements. Be accessible to the buyer and individuals involved in a loan to answer questions and/or provide updates. Ability to read, analyze and interpret financial reports and / or legal documents. Constantly build and replace prospects in your sales pipeline. Network with centers of influence, current clients, past prospects, realtors, insurance agents, and business owners to cultivate referrals for mortgage loans. Provide all required loan disclosures and notices with customers. Organize and attend loan closings with clients, title companies, and realtors. Follow-up with prospects and customers via text, calls, and emails. Deliver exceptional customer service to clients. Comply with state and federal regulatory and compliance requirements. Qualifications Requirements: High school diploma or equivalent required, associate or bachelor's degree is a plus. Active National Mortgage Licensing System Registry (NMLS) license. 1 year of relevant financial loan experience at a commercial bank, credit union, mortgage company, or other financial institution. Mortgage lending experience is not required but preferred - willing to train individuals with financial loan experience. Additional Information Epic Mortgage is an Equal Opportunity Employer, committed to the inclusion of all qualified individuals. All your information will be kept confidential according to EEO guidelines. NMLS #2404936 - Equal Housing Opportunity

Job DescriptionCareer Opportunity for Experienced Mortgage Processor / Residential Loan Specialist with an award-winning bank recognized as a Top Workplace! If you have Mortgage Processing or Closing experience and are excited to join a great team in Brookfield, WI and make a positive impact on the community, this could be your next opportunity! Position Summary: • Opens mortgage loan files received from Loan Officers, including ordering appraisals, credit reports, employment verification, surveys, and title commitments. • Monitors and completes a variety of documents to ensure accurate, compliant loan files. • Communicates regularly with loan originators, real estate agents, and borrowers throughout the underwriting process to update on loan status. • Provides quality customer service to clients, realtors, correspondents, loan officers, and all other bank personnel. • Tracks loans in process to ensure file status and deadlines are strictly adhered to. • Reviews all closing documents prior to closing to confirm accuracy, completeness, and compliance with federal regulations and requirements (FHLMA, FNMA, WHEDA, FHA, VA, private insurance, etc.). • Assists closing agents and attorneys during a loan closing, explaining documents, answering questions, and resolving concerns as necessary. Qualifications: • Mortgage processing or closing and documentation experience required. • Experience with WHEDA loans and CRA lenders a plus or willing to learn • Bilingual Spanish / English a plus for communicating with Spanish-speaking customers. This is an on-site position in Brookfield working 8:30am-5:00pm Monday-Friday. #TalrooSourcepoint

BASIC RESPONSIBILITES: Under general supervision, but in conformance with established policies and procedures, performs all the tasks which are required to process in-house and secondary mortgage loans from the time of application through closing. OUR CORE VALUES: The Mortgage Loan Processor will be expected to act in a manner which is in accordance with Guardian Credit Union's values: Relationships - We treat each other, our members, and our community with respect. Accountability - We hold ourselves to a higher standard. Teamwork - We work together to reach our goals. Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness. ESSENTIAL FUNCTIONS: Provides general and specific mortgage loan information and processing-related information to members and interested parties by telephone, e-mail and or in person. Resolves members' questions/problems as needed. Enters mortgage loan information into the Loan Origination System, including running credit reports and data entry into Desktop Underwriter, etc. Work closely with Loan Officer and Underwriting to obtain required information to prepare the loan for closing. Performs a variety of clerical duties including review, organization and processing of new files and related loan documentation. Prepares files for underwriting and submits to PMI Company if applicable. Upon approval, informs all involved parties. Including sending each loan directly to underwriting and works to clear any and all conditions. Contacting employers to obtain verbal verifications prior to a loan closing. Responsible for collaborating with internal and external parties as needed to order payoffs, tax return transcripts and verification documents. Ensuring all deadlines for information submissions, underwriting decisions and closings are met. Keeps mortgage staff and Loan Officer informed of progress of mortgage file and advises them immediately if problems arise. SECONDARY FUNCTIONS: Quotes rates to members and locks loans; discloses loan documents to members. Aids in Non-Qualified Mortgage and Rapid Refinance loans as needed. Disclosing Closing Disclosures to members within the allotted regulated timeframe and re-disclosing changes if needed. Provides assistance to department personnel in special projects as needed and serves as backup for loan servicing duties to include posting payments, payoff requests, and other post-closing loan maintenance as needed. Serves as Notary Public. Other duties as assigned by Supervisor. Qualifications SKILLS AND ABILITIES REQUIRED: Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Minimum of 3 years of experience in Real Estate Lending and Mortgage Lending, with no less than 1 year experience in secondary market processing. Government Lending knowledge is desired. SKILLS: Must be able to obtain/maintain active NMLS registration. Knowledge of mortgage lending requirements on all types of mortgage loans, government and conventional. Ability to cross-sell all credit union services effectively and accurately. Applied knowledge of real estate lending documents and related terminology required. Ability to perform detailed, analytical work and make independent decisions with a high level of accuracy. Ability to follow policies and procedures as well as written and verbal instructions. Demonstrate a level of product and industry knowledge to facilitate mortgage transactions. A high level of interpersonal skills to communicate effectively with the membership and outside agencies via telephone and in person. Ability to do semi-routine work and skilled in the use of office machines, and an on-line data processing system. Proficient in Microsoft Excel and Word required. Ability to interpret Credit Union policy and explain transactions posted to members' loan accounts. Must be bondable; ability to maintain confidentiality. Must present a professional, business-like appearance and manner. WORK ENVIRONMENT: While performing the duties of this job, the employee regularly works in an office setting. PHYSICAL DEMANDS: The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation. Ability to remain in a stationary position 75% of the time. Ability to move about inside the office to access file cabinets, office equipment, etc. Ability to constantly operate a computer and other office productivity equipment, such as a calculator, copy machine, fax machine, and printer. Ability to move items, such as boxes, up to 50 lbs across office for various needs. TRAVEL: Local travel to worksites is required at times. HOURS: Some evening hours may be required at times, as well as rotating Saturday hours. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. A unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Old National Bank has an opportunity for a Community Development Mortgage Loan Originator. This position will focus on Community Reinvestment Act (CRA) and Multicultural Originations. The Community Development Mortgage Loan Originator is responsible for generating residential mortgages to Low to Moderate Income (LMI) communities, majority-minority communities, LMI individuals and minority individuals (e.g. Black or African American, Hispanic, American Indian and Asian/Hawaiian/Pacific Islander). Salary Range The salary range for this position is $00.00 - $60,000 base/ plus commission per year. Final salary will be determined based on factors such as location, experience, skills and qualifications. Essential Duties: Originate mortgage loans to achieve production goals. Self-source loans through established referral partners, community organizations, housing agencies, local business leaders, realtors and other referral sources. Convert leads into applications, present personalized mortgage solutions, produce required disclosure and collect documents needed to satisfy loan conditions. Manage pipeline from origination through closing and complete required management reports. Consult with internal partners to ensure superior customer service delivery. Utilize ONB reference tools and resources to provide accurate and up-to-date loan information to customers and business partners. Promote home ownership focusing on properties located in majority-minority census tracts. Coordinate and conduct home-buying training seminars for potential CRA and multicultural origination mortgage applicants. Partner with community, non-profit and government agencies focused on affordable housing programs or minority communities. Qualifications: 3-5 years of experience in the area of community and diversity mortgage loan origination. Working knowledge of FHA, conventional and governmental lending guidelines; federal lending regulations; CRA, Multicultural and HUD income guidelines. Must have competent computer skills. Must have strong verbal and written communication skills. Must have competent skills in organizational and time management along with the ability to multi-task. Licenses/Certifications: must be eligible to register with the National Mortgage Licensing System and Registry (NMLS) Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Waukesha State Bank is seeking a Commercial Loan Processor to support our Commercial Banking team by preparing loans for approval, closing, and ongoing servicing. This role works closely with Commercial Bankers throughout the loan lifecycle to gather required documentation, order third-party reports (such as credit, title, appraisal, and environmental), and prepare accurate, detailed loan documentation for commercial closings. The Loan Processor also reviews loan approvals to ensure all conditions are met prior to closing and provides post-closing loan servicing, including maintaining customer files and obtaining updated financial information. The ideal candidate demonstrates strong attention-to-detail, sound judgment, and the ability to work independently while collaborating in a fast-paced, team-oriented environment. This is an onsite role that offers excellent career opportunities for a growth-oriented individual interested in developing expertise in commercial lending and business relationship support. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet

Employment Type: Full-Time, On-site #LI-ONSITE Entry Salary Range: $19.84-$23.81 per hour with an incentive opportunity based on individual performance. Comprehensive Benefits Package We're committed to supporting your well-being and work-life balance through a robust benefits offering: Health & Wellness Medical, dental, and vision insurance to keep you and your family healthy. Financial Peace of Mind 401(k) with company match, life insurance, and disability coverage. Time Off Generous paid time off (PTO), paid holidays, and paid parental leave. Professional Growth Learning and development programs, plus tuition reimbursement to support your career journey. Additional Perks Free Telemedicine Employee Assistance Program (EAP) Wellness initiatives Paid Community Action Volunteer Hours *Parental Leave and Tuition Reimbursement are available after one year of service. Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency. What you should know about the role: The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. What to know about Advia: Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.” Why you should work for us: Loan Officers enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life! What you can expect to do as a Loan Officer: Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members' needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads. Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration. Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being. Perform new account functions, explain various account and ownership options, and obtain the required information and documentation. Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process. Ensure that the Credit Union's quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends. What you will need: Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization. Want to see more? Check us out on our social media for an inside look at what the #advialife is all about.

Job Description Mortgage Loan Officer - Responsive Mortgage Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Responsive Mortgage, in partnership with Yoo Realty Group, offers a dynamic environment that fosters success and growth with a personal touch. Why Join Us? Unlimited Leads: Through our exclusive partnership with Yoo Realty Group, you'll have access to an unlimited number of high-quality leads, ensuring you always have potential clients to work with. We can even invest more into expanding that lead flow for you! Seamless CRM Integration: We own the real estate team, which means you get direct access to their CRM (YRG Follow-Up Boss). You have a seat right at the heart of the action, with control over lead flow to maximize your pipeline and conversion rate. Branch Processors Who Excel: Work with experienced branch processors who are actually great at what they do, making your job easier and ensuring smooth processing from start to finish. Expert Operations Manager: Our operations manager knows the ins and outs of the mortgage world, especially when it comes to handling the tricky, unusual cases. You'll never feel lost in the process. Small Company Vibes with Big Company Support: Enjoy the benefits of a close-knit, supportive team while still having access to the resources you need. You'll always be able to speak directly to decision-makers, ensuring your voice is heard and your ideas matter. Supportive Underwriting Team: Our small pool of expert underwriters makes your job smooth and easy. With a dedicated team behind you, the underwriting process is faster, simpler, and more transparent. No Overlays: We follow government guidelines - and nothing more. This means fewer headaches for you and your clients as we keep things straightforward and clear. Access to a Wide Range of Loan Products: Not only do we offer competitive rates with top-tier service, but we can also broker unique and interesting products that may not be available in-house. Flexibility and variety are at your fingertips. Why Responsive Mortgage? We are committed to creating a work environment where you can thrive both personally and professionally. Our small-company feel allows you to connect with decision-makers directly and feel empowered within your role. Whether it's leveraging the massive lead generation pipeline through Yoo Realty Group or receiving top-notch operational support, Responsive Mortgage is where your career can flourish. Competitive Rates, Exceptional Service We pride ourselves on offering some of the most competitive rates in the industry, paired with exceptional customer service that keeps clients coming back. When you join us, you'll have the backing of a company that supports your success from day one. Ready to Take the Next Step? If you're ready to be part of a growing, supportive team where your potential is unlimited, apply today! Let's build something great together. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

We Exceed Expectations, Every Customer, Every Time . We treat our customers like friends and family. We value the contribution of our team members and believe your energy and passion for serving our customers sets us apart! We currently have an opening for a Commercial Loan Processor to join our team in our HARTFORD, WI location. This position is ON-SITE in Hartford, Wisconsin. This is not hybrid or remote work. ONSITE Hours of work are Monday - Friday 8:15 am - 5:00 pm, overtime as needed. As a Commercial Loan Processor, you are responsible for managing the end-to-end processing of commercial loans. This includes preparing and reviewing loan documentation, coordinating with internal and external stakeholders, ensuring compliance with regulatory requirements, and maintaining accurate records throughout the loan lifecycle. Key Responsibilities: Prepare and review loan documents for new, renewed, and modified commercial loans. Ensure all documentation complies with loan approval terms, bank policies, and regulatory requirements. Responsible for complex and high-value commercial loan documentation such as SBA loans, stand-by letters of credit and loan participations bought and sold. Review entity documentation to verify legal name, structure, and signatory authority. Perform all required booking and follow-up reporting of loan documentation. Maintain accurate and current loan records throughout the loan lifecycle. Complete loan files, calculate and apply interest, and accurately record payments. Apply interest payments, flooring, and maintenance for all dealer floor plans. Prepare for loan closing by ordering the appropriate documentation, to include, but not limited to Real estate appraisal or evaluation, title work, UCC filing, flood certificate. Provide assistance with maintaining SBA reporting. Communicate with loan officers, underwriters, and borrowers to ensure timely and accurate processing. Perform UCC filings, continuations, and terminations. Follow up on documentation exceptions for commercial loans, such as obtaining final loan policies and recorded documents. Perform post-closing audit of commercial and agricultural loans. Process paid loan files. Respond to inquiries and resolve documentation issues in a timely and professional manner. Scan and index loan documents using digital imaging software. Advise and support loan officers to ensure that loans are documented per the terms of the Credit Presentation. Communicate with participant banks in the processing of loan booking, loan advances and payments. Education & Experience: High School diploma or equivalent required; Associate or Bachelor's degree in Business, Finance, or related field strongly preferred. Minimum of 2 years' experience in commercial loan processing role required. Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams). Familiarity with document management systems and banking software. Qualified candidates will have the following skills and abilities: Maintain confidentiality and uphold ethical standards. Strong attention to detail and organizational skills. Excellent written and verbal communication. Ability to multitask and prioritize in a dynamic environment. Problem-solving and decision-making capabilities. Team-oriented with a customer-first mindset. Demonstrate efficiency and organization in managing multiple transaction details under tight deadlines. Ability to work with minimal supervision. Benefits of Choosing to work at Forte Bank : Competitive Pay Very Generous PTO plan, PTO at 30 days! 401(k) with company match up to 4% (immediate vesting!) Profit sharing Employee Stock Ownership Program Health, Dental, Vision, Life Employee Celebrations and events Logo Apparel Check out our website ******************* or our Facebook page to learn more about our AMAZING organization and culture! Forte Bank is an Equal Opportunity Employer

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union. NATURE AND SCOPEReports to the AVP, Mortgage Loan Servicing. Performs a variety of specialized tasks related to the loan servicing department. Regularly assists members and associates with complex problems involving loans. REQUIREMENTS1. High school diploma or equivalent and a minimum one year of lending experience at Landmark, or minimum two years of mortgage experience.2. Demonstrated knowledge of multiple mortgage servicing functions to include title, closing packages, private mortgage insurance, and new loans.3. Must have experience or be able to gain proficiency in all programs and systems used for this job.4. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.5. Must be able to organize work, balance multiple priorities, manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within defined deadlines.6. Must have the ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.7. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and all job-related state and federal laws and regulations. PRINCIPAL ACCOUNTABILITIES1. Assists with all areas of the construction loan program, including escrow agreements, communication between title companies, builders and members, record keeping, construction loan setup, completion maintenance and appraisal follow-up.2. Reviews title policies, files the policies and documents completion in the loan origination system, and researches exceptions found on the policies.3. Processes the monthly Private Mortgage Insurance (PMI) reconciliation and premium report and handles monthly PMI cancellations and ensures timely completion.4. Applies various Member Solutions concepts to work out deals, sheriff sales, short sales, deed in lieu, hardship modifications, payment deferrals and legal fee assessments. Submitsdocumentation and claims to the investors, as needed.5. Monitors real estate tracking programs, including delinquent property tax tracking.6. Completes the annual tax escrow disbursements, including balancing individual municipalities, posting disbursements, and reviewing discrepancies. Also completes escrow analysis.7. Prepares and processes modifications, as needed. Adjusts the loan rate, SCRA rate adjustments, and reamortizations.8. Helps members with Credit Life & Disability, GAP, and Mechanical Breakdown Protection (purchases post booking), cancels post booking, and filing, processing and disbursing claims.9. Performs required flood tracking processes, including flood change updates, escrow tracking, premium remittance and annual match off.10. Handles loss draft insurance claims for members including review, project status tracking, and all required follow up.11. Responsible for several monthly audit reports.12. Acts as backup to all Mortgage Servicing Representative functions.13. Performs other duties as assigned. EEO/Veterans/Disabled

At Johnson Financial Group, you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our Mortgage Loan Officers are passionate about assisting clients with their mortgage needs. As a Mortgage Loan Officer with Johnson Financial Group you will be responsible for the origination of residential mortgage loans, generating new business along with promoting and marketing mortgage products and services to clients and referral sources. You are also responsible for consistently meeting sales, cross-sales and referral goals. Our loan officers dependably build strong relationships with their customers, which lends itself to deepening their customer's financial relationship with Johnson Financial Group. What sets us apart: * Our company size is ideal - we are big enough to have the bells and whistles similar to those of larger institutions, yet small enough to deliver personalized service which allows our associates to have a personal impact. * We have local lenders rooted in the communities we serve, paired with local processing, underwriting and servicing. We have a great team atmosphere. * Our pre-approvals are fully underwritten which gives our customers a stronger position when negotiating to purchase a property. * Our loan officers are very hands on and truly care about the customer experience and meeting closing dates. * Builders prefer to work with us because of our flexible program options and timely processing for draws. * We service for the life of the loan. Our customers will always talk to a member of the JFG team for any of their loan servicing needs. * We are here to deliver the best customer experience through our highly talented mortgage team enabled by technology and infrastructure. Required experience: * High school diploma or equivalent required, college degree preferred. * Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act of 2008. * Minimum 3 years mortgage origination experience highly preferred. * Excellent sales, presentation, and interpersonal skills. * Involvement within the community and with other broker/real estate representatives. * Must be a self-starter with demonstrated success in mortgage originations. Johnson Financial Group's guiding values and principles are the reasons our associates truly enjoy working for a family-owned bank. Embedded in our culture is a genuine mission to ensure thriving futures for our associates, clients and the communities in which we live and work. If you want to make a positive impact on our clients' lives and experience a sense of purpose, we encourage you to consider a career with Johnson Financial Group! Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Waukesha State Bank is seeking a Loan Review Officer to assess individual loans and our loan portfolio, ensuring compliance and supporting a strong credit culture. Key Responsibilities: Identify and report credit risks Prepare loan quality and concentration reports Conduct risk analysis and stress testing Ensure policy and regulatory compliance Requirements: Bachelor's degree (finance, math, accounting, or related field) 2+ years' credit analysis experience, including experience in spreading and analyzing financial statements for commercial lending relationships. Strong communication and Excel skills Apply today to join a community-focused bank committed to excellence! Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha, WI Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen. EOE - Vets/Disability

Job Description Mortgage Loan Officer - Responsive Mortgage Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Responsive Mortgage, in partnership with Yoo Realty Group, offers a dynamic environment that fosters success and growth with a personal touch. Why Join Us? Unlimited Leads: Through our exclusive partnership with Yoo Realty Group, you'll have access to an unlimited number of high-quality leads, ensuring you always have potential clients to work with. We can even invest more into expanding that lead flow for you! Seamless CRM Integration: We own the real estate team, which means you get direct access to their CRM (YRG Follow-Up Boss). You have a seat right at the heart of the action, with control over lead flow to maximize your pipeline and conversion rate. Branch Processors Who Excel: Work with experienced branch processors who are actually great at what they do, making your job easier and ensuring smooth processing from start to finish. Expert Operations Manager: Our operations manager knows the ins and outs of the mortgage world, especially when it comes to handling the tricky, unusual cases. You'll never feel lost in the process. Small Company Vibes with Big Company Support: Enjoy the benefits of a close-knit, supportive team while still having access to the resources you need. You'll always be able to speak directly to decision-makers, ensuring your voice is heard and your ideas matter. Supportive Underwriting Team: Our small pool of expert underwriters makes your job smooth and easy. With a dedicated team behind you, the underwriting process is faster, simpler, and more transparent. No Overlays: We follow government guidelines - and nothing more. This means fewer headaches for you and your clients as we keep things straightforward and clear. Access to a Wide Range of Loan Products: Not only do we offer competitive rates with top-tier service, but we can also broker unique and interesting products that may not be available in-house. Flexibility and variety are at your fingertips. Why Responsive Mortgage? We are committed to creating a work environment where you can thrive both personally and professionally. Our small-company feel allows you to connect with decision-makers directly and feel empowered within your role. Whether it's leveraging the massive lead generation pipeline through Yoo Realty Group or receiving top-notch operational support, Responsive Mortgage is where your career can flourish. Competitive Rates, Exceptional Service We pride ourselves on offering some of the most competitive rates in the industry, paired with exceptional customer service that keeps clients coming back. When you join us, you'll have the backing of a company that supports your success from day one. Ready to Take the Next Step? If you're ready to be part of a growing, supportive team where your potential is unlimited, apply today! Let's build something great together. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

The Mortgage Servicing Specialist position is accountable for providing the highest level of customer service to internal and external customers with operational integrity. Responsible for owning and facilitating the customer experience and loan transactional requirements once loans have closed, have been boarded to our core system and through the life of the loan. Performing both routine and complex duties demonstrating expertise in Federal and State Regulatory requirements, Investor directives and Johnson Financial Group priorities. Hybrid work schedule KEY RESPONSIBILITIES Position Specific Responsibilities Responsible for providing exceptional customer service to all internal and external customers, building trust through listening, and resolving customer-related issues with a favorable outcome. Acts as the contact for all internal JFG departments, facilitating questions and requests ensuring expeditious answers and exceptional service experiences. Performs mortgage loan transactional requirements including: balloon renewal management, processing mortgage payments and payoffs, preparing mortgage payoff statements, mortgage satisfactions and amendments, and recording mortgage documents. Responsible for real estate tax administration, including annual disbursements, annual escrow analysis, delinquent tax searches and maintenance of EDO data. Responsible for Hazard and flood insurance monitoring, including payment of premiums and management of force-placed insurance coverage. Responsible for PMI administration including certificate maintenance, payment of premiums and management of borrower requested cancellations and automatic terminations per the Home-Owner's Protection Act. Responsible for FIS system maintenance of loan payments made via ACH. Performs daily review and processing of various loan level reports to ensure unapplied funds and non-post items are credited to the loans timely and accurately. Prepares partial release documentation and analysis for management review and approval. Research outstanding items on various loan GL's and DDA's and clear within appropriate timeframes. Assists with administration of new construction loans as needed (i.e., auditing closed loan files, funding/draws, escrow repair accounts, conversions, interest rate modifications, ordering appraisals, preparation of documents, communicating with customers on status of construction process). Identify potential prospects for customer convenience opportunities (i.e., APO, EDO). Job Requirements - Education, Knowledge and Skills Ability to handle multiple tasks, while meeting deadlines and maintaining quality levels. Demonstrates flexibility in responding to changes in assignment and job responsibility in a dynamic, fast-paced environment. Ability to consistently demonstrate high quality decision making, keen problem solving and analytical skills. Requires strong attention to detail and a high level of accuracy. Possesses a positive telephone presence ensuring a pleasant client interaction. Possesses strong written and oral communication skills. Knowledge of Freddie Mac and/or Fannie Mae servicing guidelines preferred. Strong working knowledge of the loan servicing platforms preferred. Strong PC skills required including working knowledge of Microsoft Office Word and Excel. Minimum High School Diploma or equivalent. Advanced education/certification preferred. Mortgage Industry experience preferred. Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union. NATURE AND SCOPEThis position reports to the Manager of Centralized Mortgage Lending. Strives to maintain Landmark Credit Union's reputation for providing the most competitive mortgage rates and highest quality customer service. Originates online mortgage applications and makes immediate contact with borrowers upon receipt. In all other ways this position acts as a mortgage loan originator. REQUIREMENTS1. High school diploma or equivalent, and a minimum of two years lending experience. Equivalent combination of education and experience will also be considered.2. Must have a National Mortgage Licensing System registration (NMLS#).3. Must have a thorough understanding of all types of mortgage products.4. Must have experience or be able to gain proficiency in all programs and systems used for this job including systems related to deposit and loan products.5. Must possess excellent oral and written communication skills, problem solving skills, organizational skills and the ability to work independently as a valuable team member in a dynamic environment.6. Must have the ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.7. Must have a thorough understanding of company policies and procedures as they relate to this position. Must understand and comply with all job related State and federal laws and regulations. PRINCIPAL ACCOUNTABILITIES1. Reviews internet applications to determine documentation needs and accuracy of information.2. Works with members to determine needs and appropriate products.3. Assists members with in-person or phone mortgage applications, obtains credit reports and completes/submits necessary paperwork to mortgage processors.4. Maintains relationship with branch and attend branch meetings on a regular basis.5. Serves as the primary contact for all parties throughout process and uses the appropriate opportunity to cross sell other Landmark products.6. Remains informed on Landmark's loan products, processing procedures and underwriting guidelines.7. Performs other duties as assigned. EEO/Veterans/Disabled

Job Description Waukesha State Bank is seeking a Loan Review Officer to assess individual loans and our loan portfolio, ensuring compliance and supporting a strong credit culture. Key Responsibilities: Identify and report credit risks Prepare loan quality and concentration reports Conduct risk analysis and stress testing Ensure policy and regulatory compliance Requirements: Bachelor's degree (finance, math, accounting, or related field) 2+ years' credit analysis experience, including experience in spreading and analyzing financial statements for commercial lending relationships. Strong communication and Excel skills Apply today to join a community-focused bank committed to excellence! Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha, WI Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen. EOE - Vets/Disability

Job Description Mortgage Loan Officer - Responsive Mortgage Are you a motivated Mortgage Loan Officer looking for an opportunity where you can thrive with unlimited support and resources? Responsive Mortgage, in partnership with Yoo Realty Group, offers a dynamic environment that fosters success and growth with a personal touch. Why Join Us? Unlimited Leads: Through our exclusive partnership with Yoo Realty Group, you'll have access to an unlimited number of high-quality leads, ensuring you always have potential clients to work with. We can even invest more into expanding that lead flow for you! Seamless CRM Integration: We own the real estate team, which means you get direct access to their CRM (YRG Follow-Up Boss). You have a seat right at the heart of the action, with control over lead flow to maximize your pipeline and conversion rate. Branch Processors Who Excel: Work with experienced branch processors who are actually great at what they do, making your job easier and ensuring smooth processing from start to finish. Expert Operations Manager: Our operations manager knows the ins and outs of the mortgage world, especially when it comes to handling the tricky, unusual cases. You'll never feel lost in the process. Small Company Vibes with Big Company Support: Enjoy the benefits of a close-knit, supportive team while still having access to the resources you need. You'll always be able to speak directly to decision-makers, ensuring your voice is heard and your ideas matter. Supportive Underwriting Team: Our small pool of expert underwriters makes your job smooth and easy. With a dedicated team behind you, the underwriting process is faster, simpler, and more transparent. No Overlays: We follow government guidelines - and nothing more. This means fewer headaches for you and your clients as we keep things straightforward and clear. Access to a Wide Range of Loan Products: Not only do we offer competitive rates with top-tier service, but we can also broker unique and interesting products that may not be available in-house. Flexibility and variety are at your fingertips. Why Responsive Mortgage? We are committed to creating a work environment where you can thrive both personally and professionally. Our small-company feel allows you to connect with decision-makers directly and feel empowered within your role. Whether it's leveraging the massive lead generation pipeline through Yoo Realty Group or receiving top-notch operational support, Responsive Mortgage is where your career can flourish. Competitive Rates, Exceptional Service We pride ourselves on offering some of the most competitive rates in the industry, paired with exceptional customer service that keeps clients coming back. When you join us, you'll have the backing of a company that supports your success from day one. Ready to Take the Next Step? If you're ready to be part of a growing, supportive team where your potential is unlimited, apply today! Let's build something great together. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay