Senior Mortgage Sales Assistant
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Job Description
Assisting mortgage loan originators in managing loan pipelines and client communications at Associated Bank. Handling documentation and scheduling closings efficiently while ensuring compliance.
Responsibilities:
- Support mortgage loan originators by managing loan pipelines, ensuring documentation is complete, and keeping transactions moving toward closing.
- Communicate regularly with clients, Realtors, and attorneys to provide status updates.
- Support loan originators with data entry, loan applications, and processing activities.
- Coordinate and verify all client documentation to meet underwriting requirements.
- Schedule closings and coordinate with all parties to ensure smooth transactions.
- Maintain accurate loan data in the origination system and ensure compliance standards are met.
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
- Experience supporting mortgage loan originators or working in a lending environment (preferred)
- Familiarity with loan origination systems and underwriting processes (preferred)
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.
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