Residential Mortgage Advisor

Associated Bank - Corp; Appleton (WI); On-site; USD 48,712,000 - 74,071,000; Full time

Benefits offered by this job

Retirement savings

Paid time off

Colleague Resource Groups

Competitive salaries

Bonus programs

Personal banking benefits

Job summary

Associated Bank Residential Loan Officer plays a key role in building and growing customer relationships while guiding borrowers through the mortgage application process. This role offers the opportunity to expand your industry network, develop expertise across banking products, and make a meaningful impact in the communities we serve.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z, and compliance with BSA/AML and SAFETY Act requirements.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 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 Regulation Z 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

Mortgage processing

Pre-qualification interviews

Regulatory compliance

Customer service

Education

Bachelor's degree

Job description

Associated Bank Residential Loan Officer plays a key role in building and growing customer relationships while guiding borrowers through the mortgage application process. This role offers the opportunity to expand your industry network, develop expertise across banking products, and make a meaningful impact in the communities we serve.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z, and compliance with BSA/AML and SAFETY Act requirements.