Community-Focused Residential Mortgage Advisor

Associated Banc‑Corp; Appleton (WI); On-site; USD 22,000 - 34,000; Full time

Benefits offered by this job

401(k) and Pension plans

Paid time off for volunteering

Employee stock purchase plan

Well-being programs

Job summary

Associated Bank in Wisconsin seeks a Residential Loan Officer to build customer relationships and guide borrowers through the mortgage process. You will expand your industry network, develop expertise across banking products, and make a meaningful community impact.

Responsibilities include developing referral networks, conducting pre-qualification interviews, managing applications from origination to processing, and promoting lending programs to underserved areas.

Qualifications

• 1+ years of residential mortgage processing or loan origination experience within a financial institution or mortgage banking company.
• Ability to meet S.A.F.E. Act registration requirements and maintain compliance with applicable regulations.
• Successful completion of a credit check in accordance with RegulationZ requirements.

Responsibilities

• Develop and maintain relationships with real estate professionals, builders, attorneys, and other referral sources to generate new business.
• Conduct compliant mortgage pre-qualification interviews and recommend loan solutions aligned to customer needs.
• Manage residential mortgage loan applications from origination through processing while ensuring regulatory and policy compliance.
• Proactively follow up on leads and maintain a strong pipeline of prospective borrowers.
• Partner with customers to identify additional banking needs and refer or cross-sell appropriate products and services.
• Promote mortgage lending programs within the community, including outreach to low-to-moderate income individuals and underserved areas.
• Collaborate with internal processing teams to support timely and efficient loan closings.
• Prepare and maintain accurate records and reports related to loan origination and customer activity.

Skills

Relationship building

Communication

Customer service

Compliance

Education

Bachelor's degree

Job description

Associated Bank in Wisconsin seeks a Residential Loan Officer to build customer relationships and guide borrowers through the mortgage process. You will expand your industry network, develop expertise across banking products, and make a meaningful community impact.

Responsibilities include developing referral networks, conducting pre-qualification interviews, managing applications from origination to processing, and promoting lending programs to underserved areas.