Residential Mortgage Solutions Advisor

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

Benefits offered by this job

401(k) plan

Pension plan

Paid time off

Volunteer opportunities

Job summary

Associated Bank in Wisconsin is seeking a Residential Loan Officer who will build and deepen customer relationships while guiding borrowers through the mortgage application process. You will manage loan applications from origination through processing, ensuring regulatory compliance and collaborating with internal teams to close loans efficiently.

The role offers opportunities to expand your network, develop expertise across banking products, and make a meaningful impact in the communities we

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.
• Experience building referral networks within the real estate or financial services industry.
• Knowledge of mortgage lending products, compliance standards, and community outreach initiatives.
• Strong relationship-building, communication, and customer service skills.

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

Mortgage industry knowledge

Relationship building

Communication skills

Customer service

Regulatory compliance

Education

Bachelor’s degree or equivalent

Job description

Associated Bank in Wisconsin is seeking a Residential Loan Officer who will build and deepen customer relationships while guiding borrowers through the mortgage application process. You will manage loan applications from origination through processing, ensuring regulatory compliance and collaborating with internal teams to close loans efficiently.

The role offers opportunities to expand your network, develop expertise across banking products, and make a meaningful impact in the communities we