Mortgage Loan Assistant

Self-Help Credit Union; South Milwaukee (WI); On-site; USD 33,000 - 36,000; Full time

Job summary

Self-Help Credit Union in Milwaukee, WI is seeking a Mortgage Loan Assistant to support mortgage processing and customer relations. The role involves tracking documents, coordinating with applicants and staff, and assisting in loan closings.

The ideal candidate will have 2–3 years in customer service with mortgage experience, strong communication, and bilingual Spanish/English proficiency. This is an on-site, full-time position with growth opportunities.

Qualifications

• High School Diploma or equivalent; Bachelor’s degree preferred.
• 2–3 years of customer service experience; 1–2 years in loan processing or loan operations in a financial institution.
• Working knowledge of mortgage loans and Federal regulations preferred.
• Strong written and verbal communication skills.
• Ability to work beyond normal hours when needed.
• Proficiency with Microsoft Word and Excel.
• Bilingual in Spanish/English is REQUIRED.

Responsibilities

• Track outstanding mortgage application items and follow up for documentation.
• Maintain communication with applicants, third parties and internal staff on loan status.
• Assist in closing loans with mortgage closers.
• Collaborate with mortgage loan processors on loan applications per policies.
• Monitor workflow to ensure timely loan processing.
• Actively cross-sell Credit Union products and services.
• Upload loan files into the loan origination system.
• Assist loan officers and processors with related tasks.
• Compile and complete reports as assigned.
• Support management with other duties as needed.

Skills

Bilingual Spanish/English

Communication skills

Interpersonal skills

Customer service

Teamwork

Education

High School Diploma

Bachelor’s degree preferred

Tools

Microsoft Word

Excel

Job description

WHO We Are:

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

Job Description

Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

We are looking for a Mortgage Loan Assistant for our Milwaukee, WI team!

What You’ll Do

MORTGAGE /CUSTOMER RELATIONS

• Track all outstanding items with mortgage application or file and follow up with borrowers to ensure timely receipt of necessary documentation
• Maintain effective communication with applicants, third parties and internal staff on loan status, follow up and/or documentation requests, loan completion and funding of loans
• Assist in the facilitation of closing loans with mortgage closers
• Work with mortgage loan processors on loan applications in accordance with policies and procedures
• Monitor workflow to assure timely processing of loans
• Actively cross-sell Credit Union products and services

ADMINISTRATIVE

• Upload loan files into loan origination system
• Assist mortgage loan officer and processors with other related or administrative tasks
• Compile and complete reports as assigned

Other

• Assist and support management by performing other duties as assigned

What You’ll Need

• High School Diploma (or equivalent); Bachelor’s degree preferred.
• 2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union.
• Working knowledge of mortgage loans and Federal regulations preferred.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Preference for working in organizations that place priority on teamwork and collaboration
• Ability and willingness to work beyond normal work hours, as needed.
• Strong written and verbal communication skills.
• Excellent interpersonal skills and initiative.
• Knowledge and understanding of related legal and regulatory standards and required loan documentation.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other offices procedures and terminology.
• Mathematical skills including calculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry.
• Ability to effectively plan and prioritize work.
• Ability to form and maintain strong relationships with internal and external customers.
• Proficiency with Microsoft Word, Excel.
• Bilingual in Spanish/English REQUIRED

Compensation Range

Starting at $24.50 per hour

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.