ZipRecruiter

Log In

1

Loan Assistant Jobs in Appleton, WI (NOW HIRING)

Fortifi Bank

Commercial Loan Coordinator

Oshkosh, WI · On-site

Job Details • Provide administrative support to multiple Business Bankers • Prepare loan files for closings • Coordinate and manage Fortifi Bank's loan production process • Assist Business ...

New

Regional Finance

Loan Specialist

Appleton, WI · On-site

$41K/yr

Job Introduction At RMC, our Loan Sales Specialists drive growth by understanding customer needs and delivering fast, friendly, and affordable lending solutions. This high-energy role directly ...

next page

Showing results 1-20

All JobsLoan JobsLoan Assistant JobsLoan Assistant Jobs in Appleton, WI

Loan Assistant information

See Appleton, WI salary details

$28.3K

$40.7K

$53.2K

How much do loan assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for loan assistant in Appleton, WI is $40,669.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,600.00 and $45,400.00 per year, depending on experience, location, and employer.

What is a loan assistant?

Your primary responsibilities as a loan assistant are to manage and update loan applications at a bank or similar lending institution. You process all loan applications, usually with the assistance of specialized software. Your duties include checking all relevant documents, assessing the applicant’s credit, and determining the appropriate loan for the borrower. Essential qualifications include a keen grasp of financial practices, strong communication skills, and customer service experience. To pursue a career as a loan assistant or loan officer, you need a bachelor’s degree in business, economics, or finance.

What are the key skills and qualifications needed to thrive as a loan assistant, and why are they important?

To thrive as a Loan Assistant, you need a solid understanding of financial principles, strong attention to detail, and typically an associate’s degree in finance or a related field. Familiarity with loan processing software, document management systems, and Microsoft Office Suite is commonly required. Excellent organization, customer service orientation, and clear communication skills help you stand out in this role. These abilities are crucial for ensuring accurate loan processing, efficient workflow, and positive client experiences in a fast-paced lending environment.

How does a loan assistant typically collaborate with loan officers and other team members during the loan process?

Loan Assistants work closely with loan officers by preparing documents, gathering client information, and ensuring all paperwork is completed accurately and on time. They frequently communicate with underwriters, appraisers, and clients to resolve issues and keep the process moving smoothly. This collaboration requires strong organizational skills and attention to detail, as well as the ability to multitask and prioritize in a fast-paced environment. Building good working relationships with both internal team members and external partners is key to being successful in this role.

What is the difference between Loan Assistant vs Loan Processor?

AspectLoan AssistantLoan Processor
ResponsibilitiesSupports loan officers, handles administrative tasks, prepares documentsReviews applications, verifies information, approves or denies loans
Required SkillsCustomer service, organization, basic financial knowledgeAttention to detail, analytical skills, knowledge of lending regulations
Work EnvironmentBank or mortgage office, administrative settingLoan department, financial institution, processing center
CertificationsOften no formal certification requiredRelevant financial or lending certifications beneficial

While both roles support the loan process, a Loan Assistant primarily handles administrative tasks and customer support, whereas a Loan Processor actively reviews and verifies loan applications for approval. Understanding these differences helps in choosing the right career path or job search focus within the lending industry.

Is loan processing a hard job?

Loan processing is a detail-oriented role that involves reviewing applications, verifying information, and ensuring compliance with lending policies. It requires strong organizational skills, attention to accuracy, and familiarity with loan software, but the difficulty level varies depending on experience and workload.
More about Loan Assistant jobs

What are the most commonly searched types of Loan jobs in Appleton, WI?

The most popular types of Loan jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Loan Assistant jobs?

Cities near Appleton, WI with the most Loan Assistant job openings:

Loan Assistant jobs near you
Infographic showing various Loan Assistant job openings in Appleton, WI as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $40,669 per year, or $19.6 per hour.

Loan Originator

Waterstone Mortgage Corporation

Green Bay, WI

Full-time

Re-posted 19 days ago

Job description

Start or continue to build your career with a top ranked mortgage company!
Waterstone Mortgage was recently named the #2 Best Company to Work For by Mortgage Executive Magazine!  Our company culture is second to none; to learn more about our exceptional work/life balance and employee engagement, visit our website, Facebook page, or Instagram!  

If you're a go-getting Loan Originator who thrives on seeing your customers achieve their homeownership goals, Waterstone Mortgage may be a fit for you!

WHAT WE OFFER YOU:

  • Faster than average closings (27 days from contract to close on average, published by Ellie Mae)
  • Innovative technology
  • Product variety
  • Forward-thinking leadership
  • Strong operational support
  • Unparalleled sales training
  • Marketing support to help increase your business
  • Ability to lend in 48 states, no license needed!
  • Competitive rates and unlimited earning potential
  • Loan Officer Assistant, based on production
  • Coaching to help you get to the next level 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Engages in Outside Sales, including but not limited to:
    • Attending in-person meetings and corresponding with potential clients or real estate brokers;
    • Distributes mailings, makes calls or web-based solicitations away from WMC’s Place of Business.
    • Engages in promotional work that is performed incidental to and in conjunction with an employee’s own outside sales or solicitations; provides loan data to support marketing and sales promotion programs.
    • Interviews applicants and requests information for applications incidental to originating loans. With the assistance of processors or other staff, completes applications in a timely manner and inputs applicant data into Encompass.
    • Analyzes applicant’s financial status; including financial statements, tax returns, credit, and property evaluations (P+L Statements) incidental to originating loans, to determine feasibility of granting credit.
    • Compiles loan packages and facilitates negotiations with applicants to establish standards on items such as fees, loan repayment options and other credit terms.

Apply