Mortgage and Construction Loan Assistant

Citizens State Bank•Hudson, WI
•$60,000 - $70,000

About The Position

Citizens State Bank is seeking a motivated, detail-oriented Mortgage and Construction Loan Assistant to work closely with Mortgage Loan Officers and the Construction Lending Department. The role coordinates loan files from application through closing and supports construction loan administration. It communicates with borrowers, builders, title companies, inspectors, and other third-party vendors to gather documentation and help keep loans and construction projects moving forward. Other daily and on-demand duties may be assigned as necessary. The bank is headquartered in Hudson, Wisconsin, and has four additional offices in Elmwood, Menomonie, Roberts, and Woodville. The company describes a collaborative environment with respectful, supportive, and flexible leadership, guided by the values of integrity, customer focus, team focus, and agility, and a commitment to friendly, personalized service in Western Wisconsin communities. A complete job description is available by request.

Requirements

  • Strong organization and attention to detail.
  • Strong communication and customer service skills.
  • Basic calculation skills.
  • Ability to manage multiple loan files, deadlines, and documentation requirements.
  • Valid NMLS registration, or willingness to become registered within 90 days, as required for assigned duties.

Nice To Haves

  • Three to five years of similar or related experience preferred.
  • Experience with mortgage lending, construction lending, loan processing, loan operations, construction draws, builder reviews, title work, or insurance documentation is preferred.

Responsibilities

  • Collect, review, and organize documentation for mortgage and construction loan files.
  • Coordinate with lenders, borrowers, builders, title companies, inspectors, and other third parties.
  • Order and track appraisals, title work, inspections, insurance, and other required documentation.
  • Assist with construction loan administration, including builder files, budgets, draws, inspections, lien waivers, and project documentation.
  • Track mortgage pipelines and construction projects to support timely closings, draws, renewals, and payoffs.
  • Perform other daily and on-demand duties as necessary.

Benefits

  • Competitive salary for full-time employees.
  • 401(k) with company match.
  • Competitive health insurance.
  • Dental insurance.
  • Vision insurance.
  • Generous paid time off plan, including all federal holidays.
  • Life insurance paid for by Citizens State Bank for full-time employees.
  • Long-term disability insurance paid for by Citizens State Bank for full-time employees.
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