Mortgage and Construction Loan Assistant

Citizens State Bank•Hudson, WI

About The Position

Citizens State Bank is seeking a motivated, detail-oriented Mortgage and Construction Loan Assistant to support Mortgage Loan Officers and the Construction Lending Department. The role coordinates mortgage and construction loan files from application through closing and construction administration, communicating with borrowers, builders, title companies, inspectors, and other third-party vendors to gather documentation and help loans and construction projects progress. The position may also include other daily and on-demand duties as necessary. The bank is headquartered in Hudson, Wisconsin, with additional offices in Elmwood, Menomonie, Roberts, and Woodville.

Requirements

  • Three to five years of similar or related experience is preferred.
  • Strong organization, attention to detail, communication, customer service, and 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

  • 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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