Loan Officer (Entry Level)

PH FINANCIAL SERVICES LLC; Milwaukee (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible Spending Account (FSA)

401(k) retirement plan

10 paid holidays

Paid birthday holiday

Ongoing training and opportunities for

Job summary

PH FINANCIAL SERVICES LLC is seeking an entry-level Loan Officer in Milwaukee to join a supportive team and launch a career in financial services. Training is provided to help you succeed, with guidance on loan applications, product options, and regulatory compliance.

You will work with customers in person and by phone, assist with applications, review information, and help ensure smooth loan disbursement and payments while upholding company policies.

Qualifications

• Must be reliable, responsible, and detail-oriented.
• Strong customer service and communication skills.
• Willingness to learn and grow in a fast-paced environment.
• Able to work independently and as part of a team.
• Positive attitude with a customer-first mindset.

Responsibilities

• Assist customers with loan applications and guide them through the process from start to finish
• Review basic customer information and help determine loan options
• Provide friendly, professional customer service in person and over the phone
• Support loan disbursement, payments, and basic collections activities
• Follow company policies and regulatory guidelines
• Work closely with your team to meet branch and company goals
• Learn about lending products, procedures, and compliance requirements

Skills

Customer service

Communication

Detail-oriented

Willingness to learn

Teamwork

Job description

Loan Officer (Entry-Level)

We’re looking for a dependable, motivated Loan Officer to join our team. This is a great opportunity for someone starting their career or looking to grow in the financial services industry. If you enjoy helping people, learning new skills, and working in a supportive team environment, we’d love to hear from you.

No prior lending experience is required—we provide training and ongoing support to help you succeed.

What You’ll Do

• Assist customers with loan applications and guide them through the process from start to finish
• Review basic customer information and help determine loan options
• Provide friendly, professional customer service in person and over the phone
• Support loan disbursement, payments, and basic collections activities
• Follow company policies and regulatory guidelines
• Work closely with your team to meet branch and company goals
• Learn about lending products, procedures, and compliance requirements

What We’re Looking For

• Reliable, responsible, and detail-oriented
• Strong customer service and communication skills
• Willingness to learn and grow in a fast-paced environment
• Comfortable working both independently and as part of a team
• Positive attitude with a customer-first mindset

Preferred (Not Required)

• Previous experience in customer service, retail, banking, or finance
• Basic computer and data entry skills

Benefits We Offer

• Medical, dental, and vision insurance
• Flexible Spending Account (FSA)
• 401(k) retirement plan
• 10 paid holidays
• Paid birthday holiday
• Ongoing training and opportunities for advancement

Additional Requirements

• Must pass a background check and drug screening