Waukesha State Bank Mortgage Loan Processor Mortgage Banking Division 1-4 Family Mortgage Origination
Waukesha State Bank Profile: Waukesha State Bank is one of the largest locally-owned and independent community banks in Wisconsin, with 13 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community while providing a broad array of products and services to assist businesses and individuals in achieving long-term financial goals. We offer commercial & small business lending, retail banking, residential mortgage lending, payroll processing services and investment services. We also have a wealth management division, Prairie Financial Services, which provides personal trust and estate services, 401k and other retirement plan management and investment management. Hours: Full Time – Department Hours: 8:00 AM-5:00 PM Monday-Friday, Occasional Evenings and Weekends
Reports To: Mortgage Operations Manager
Order all needed documentation / services on new mortgage applications (titles, flood zones, VOE, appraisals, etc.)
Review all new documentation (incoming mail, title policies, appraisals) for accuracy and file implications
Submit files to Underwriting in a timely manner
Keep Mortgage Consultants up to date on the status of their applications-in-process
Work closely with Mortgage Consultants and provide assistance in obtaining additional documentation from customers and/or other sources to clear any prior-to-close conditions on assigned files
Coordinate with customers, realtors, attorneys and internal points of contact (Mortgage Consultants, Fulfillment Specialists, etc.) to schedule loan closings
Maintain Reg. B compliance including completion and mailing of Notice of Incomplete letters
Assist other members of the Mortgage Operations team as needed
Handle any additional projects, tasks or ongoing responsibilities as assigned by Mortgage Operations Manager or VP-Manager of Mortgage Lending
At least 2 years’ experience in secondary market residential mortgage loan processing
High school degree or equivalent combination of education and experience preferred
Experience in a customer service role, ideally in a financial services environment
Strong organizational and time-management skills with the ability to prioritize and multitask
High levels of accuracy, attention to detail and consistent follow-through
Strong computer skills, particularly in Excel
Strong verbal and written communication skills; Spanish fluency is a plus!
Desire to work in a fast-paced, team-oriented environment
Desire to work in a community bank and represent WSB in a professional and ethical manner at all times
This Position is NMLS Exempt
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.