Mortgage Loan Officer - Waukesha Branch

Job Description

Job Description

Mortgage Loan Officer

Status: Full Time

Location: Waukesha, Wisconsin

Come join our Lending team in Southeastern Wisconsin, and see the difference in working for a local, community Bank!

Job Summary:

Mortgage Loan Officer helps clients secure home financing by evaluating their financial needs, recommending suitable loan products, and guiding them from application to closing. The role involves managing a loan pipeline, reviewing credit and documentation, ensuring compliance, and building relationships with borrowers and real estate partners. Strong communication, accuracy, and customer service are essential.

Job Duties Include:

• Compile and analyze data for residential real estate loan requests.
• Outline loan terms and conditions and inform the borrowers of loan commitments.
• Effectively cross-sell all Bank products and services to all clients.
• Evaluate loan requests based on financial institution policies and on types of loans offered by the institution
• Order credit reports, background checks, reference checks, and other information as needed on residential loan applicants
• Prepare residential loan packages in accordance with financial institution policies.
• Answer inquiries from applicants and branch personnel.
• Review developing laws and regulations as they apply to mortgage loan agreements.
• Build and maintain relationships with realtors and builders while promoting loan products through trade show participation and educational seminars.
• Register and maintain Nationwide Mortgage Licensing System (NMLS) certification.
• Perform all other duties as assigned.

What we are looking for:

• High School diploma or the equivalent.
• One to two years experience in a loan environment.
• Extensive knowledge of financial institution's policies and procedures
• Excellent verbal and written communication skills.
• The interpersonal skills necessary to conduct relationships with other people that will enhance the professional image of the Bank.
• Complete familiarity with various software packages of the Bank including Encompass and DNA .

As a Full-Time Employee, you will be eligible to participate in our Outstanding Benefits package which includes:

• 401(k) with 6% dollar-for-dollar Employer Match
• Employee Stock Ownership Plan (ESOP)
• Bank paid Life Insurance at 1.5 times your annual salary
• Bank paid Long-Term Disability Insurance
• Health Insurance – Five plans available
• Dental and Vision Insurance
• Optional Life and Short-Term Disability Insurances
• Flex Spending Account with TASC
• Local Employee Assistance Program FREE to you
• Discount on your Mortgage Loan with us
• Free Employee Checking Account
• Fun and Exciting Wellness Program

Equal Opportunity Employer, including Veterans and Individuals with Disabilities