Loan Officer Assistant - Dane County, WI Area
Listed on 2026-02-06
-
Finance & Banking
Banking & Finance -
Administrative/Clerical
Banking & Finance
Loan Officer Assistant - Dane County, WI Area
Job Category: Sales
Requisition Number: LOANO
002024
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- Posted:
January 29, 2026 - Full-Time
- Hybrid
Showing 1 location
The Loan Officer Assistant’s primary role is to act as a liaison between the Loan Officer, borrowers, and operations departments. The Loan Officer Assistant assists in ensuring clear communication for a smooth closing transaction.
RESPONSIBILITIES:
- Assist in the collection of missing documentation for completion of loan file from borrowers
- Work with the Processor and Loan Officer to collect documentation to clear conditions
- Update Loan Officer on status of conditions and copy Loan Officer on borrower correspondence and requests for documentation
- Structure files for processing in Encompass
- Perform basic office functions including taking phone calls, scheduling meetings for the Loan Officer, faxing, making copies, data entry, etc.
- Run reports for the Loan Officer to monitor monthly productivity
QUALIFICATIONS:
- Two (2) years prior mortgage or mortgage banking experience
- Ability to deliver effective results and to meet deadlines
- Sound judgment and decision-making skills
- Ability to work under pressure and meet deadlines with minimal supervision
- Excellent phone and service skills
Pay is $24.04 per hour/50 bps on Personal Production
This position will be considered an employee of the Waukesha, WI branch, working a hybrid schedule in Middleton, WI.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
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