Mortgage Sales Assistant Senior

Associated Bank

3d • Onsite

About The Position

Support mortgage loan originators by managing loan pipelines, ensuring documentation is complete, and keeping transactions moving toward closing. You’ll play a key role in delivering a seamless client experience through proactive communication and organization. This role offers strong exposure to the mortgage process and opportunities to grow within the business. This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z. Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

Requirements

• Associate’s degree in Business, Finance, or equivalent experience
• 2+ years of mortgage support, customer service, or administrative experience
• Ability to meet S.A.F.E. Act registration requirements, including credit check compliance

Nice To Haves

• Experience supporting mortgage loan originators or working in a lending environment
• Familiarity with loan origination systems and underwriting processes

Responsibilities

• Manage loan pipeline activities to ensure files progress efficiently from application to closing
• Coordinate and verify all client documentation to meet underwriting requirements
• Communicate regularly with clients, Realtors, and attorneys to provide status updates
• Support loan originators with data entry, loan applications, and processing activities
• Schedule closings and coordinate with all parties to ensure smooth transactions
• Track appraisals and ensure timely delivery and necessary updates to loan files
• Maintain accurate loan data in the origination system and ensure compliance standards are met
• Assist with marketing efforts and client database management to support business growth

Benefits

• Retirement savings including both 401(k) and Pension plans
• Paid time off to volunteer in your community
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups
• Competitive salaries with professional development and advancement opportunities
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more
• Personal banking, loan, investment and insurance benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree