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Loan Assistant Jobs in Appleton, WI (NOW HIRING)

The Mortgage Loan Originator (MLO) serves as the initial point of contact with new and existing members seeking mortgage loan guidance. Mortgage Loan Officers stay involved in the community in which ...

As a Healthcare Loan Closer, you'll support healthcare and practice finance clients by leading the pre-closing and closing process for a variety of commercial lending transactions. Working closely ...

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

Key Responsibilities Loan Preparation, Documentation, and Ongoing Servicing * Assist Relationship Managers with the loan application and approval process, including preparing and organizing ...

Business Service Rep

Appleton, WI · On-site

$15.50 - $19.50/hr

Key Responsibilities Loan Preparation, Documentation, and Ongoing Servicing * Assist Relationship Managers with the loan application and approval process, including preparing and organizing ...

Home Equity Processor

Neenah, WI · On-site

$41K - $56K/yr

As our Home Equity Loan Processor, you will: * Provide outstanding, quality service to external and internal members * Prepare documents related to TILA-RESPA Integrated Disclosure (TRID) compliance ...

Manage and collect assigned loan portfolios, including working with members facing financial ... Provide mentorship and support to team members and assist Credit Analysts. * Maintain member ...

Interest-free Tool Loans and Tool Insurance * Uniforms for Technicians * Subsidies for Safety Boots and Safety Glasses * Paid Time Off, paid holidays, and more! Position Responsibilities: * Invoice ...

Showing results 41-60

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.

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:

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.

Mortgage Loan Originator

landmarkcu

Appleton, WI • On-site

Full-time

Re-posted 13 days ago


Job description

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.
 
NATURE AND SCOPE
Reports to the Manager, Mortgage Lending. Strives to maintain Landmark Credit Union’s reputation for providing the most competitive mortgage rates and highest quality customer service. The Mortgage Loan Originator (MLO) serves as the initial point of contact with new and existing members seeking mortgage loan guidance. Mortgage Loan Officers stay involved in the community in which they work.
 
REQUIREMENTS
1. High school diploma or equivalent, and a minimum five years of lending experience with a minimum of two years of experience as a commissioned mortgage loan officer with proven production volume. Equivalent combination of education and experience will also be considered.
2. Must have a National Mortgage Licensing System registration (NMLS#).
3. Must have or develop a thorough understanding of all types of mortgage products.
4. Experience or be able to gain proficiency in all programs and systems used for this job, including systems related to deposit and loan products.
5. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
6. Must have the ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
7. Must develop a thorough understanding of company policies and procedures as they relate to this position. Must comply with all company policies and procedures and job related state and federal laws and regulations.
 
PRINCIPAL ACCOUNTABILITIES
1. Builds relationships with realtors, builders and other centers of influence within the local community.
2. Cultivates branch relationship by attending regular branch meetings and coaching branch staff.
3. Manages pipeline for all originated loans, from origination through closing.
4. Takes mortgage loan applications, obtains credit reports and completes/ submits necessary paperwork to mortgage underwriters.
5. Cross sells Landmark’s other products and services and makes referrals to Landmark’s Investment Center.
6. Represents Landmark Credit Union in the community by becoming actively involved in appropriate community activities.
7. Attends and participates in all Mortgage Originator meetings.
8. Handles member problems and questions as needed.
9. Keeps up-to-date on Landmark’s loan products, processing procedures and underwriting guidelines.
10. Performs other duties as assigned.
 
EEO/Veterans/Disabled