Residential Loan Officer

Associated Bank • Appleton, WI

8d • $17 - $26 • Onsite

About The Position

The Residential Loan Officer plays a key role in building and growing customer relationships while guiding borrowers through the mortgage application process. This role offers the opportunity to expand your industry network, develop expertise across banking products, and make a meaningful impact in the communities we serve. 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

• 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.

Nice To Haves

• 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.

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: Mid Level