Residential Mortgage Advisor: Build Relationships

associatedbank; Appleton (WI); On-site; USD 23,000 - 36,000; Full time

Benefits offered by this job

401(k) plan

Pension plan

Volunteer time off

Job summary

Associated Bank, located in Wisconsin, is seeking a Residential Loan Officer to build relationships with borrowers and guide them through the mortgage process.

The role involves pre-qualification interviews, managing loan applications from origination to closing, and collaborating with processing teams to ensure timely closings while meeting regulatory requirements. Applicants must pass a credit check and meet SAFÉ Act registration requirements.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 1+ years of residential mortgage processing or loan origination experience.
• 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 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

Mortgage processing experience

S.A.F.E. Act registration

Credit check per Regulation Z

Education

Bachelor’s degree or equivalent

Job description

Associated Bank, located in Wisconsin, is seeking a Residential Loan Officer to build relationships with borrowers and guide them through the mortgage process.

The role involves pre-qualification interviews, managing loan applications from origination to closing, and collaborating with processing teams to ensure timely closings while meeting regulatory requirements. Applicants must pass a credit check and meet SAFÉ Act registration requirements.