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Loan Assistant Jobs in Racine, WI (NOW HIRING)

Self Help

Mortgage Loan Assistant

Milwaukee, WI · On-site

$24.81 - $26.76/hr

Assistin the facilitation of closing loans with mortgage closers * Work with mortgage loan processors on loan applicationsin accordance withpolicies and procedures * Monitor workflow to ...

Waterstone Mortgage

Loan Originator

Brookfield, WI · On-site

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 ...

Dunmor

Loan Originator

Milwaukee, WI

Our suite of products includes bridge loans, value-add loans, new construction loans, and permanent portfolio loans, offering diverse solutions to borrowers nationwide. As a FinTech commercial lender ...

Hilltop Holdings

Loan Originator NE

Brookfield, WI · On-site

May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). * Other duties as assigned. Qualifications * High school diploma or equivalent and ...

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All JobsLoan JobsLoan Assistant JobsLoan Assistant Jobs in Racine, WI

Loan Assistant information

See Racine, WI salary details

$27.2K

$39.1K

$51.1K

How much do loan assistant jobs pay per year?

As of Sep 2, 2026, the average yearly pay for loan assistant in Racine, WI is $39,083.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,200.00 and $43,600.00 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 cities near Racine, WI are hiring for Loan Assistant jobs?

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

Loan Assistant jobs near you
Infographic showing various Loan Assistant job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 23% Part Time, 1% Temporary, 2% Contract, and 3% Nights. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $39,083 per year, or $18.8 per hour.

Mortgage Loan Assistant

Self Help

Milwaukee, WI • On-site

$24.81 - $26.76/hr

Full-time

Re-posted 12 days ago

Job description

Job Description:

What You'll Do:

MORTGAGE /CUSTOMER RELATIONS

  • Track all outstanding items with mortgage application or file and follow up with borrowers to ensuretimelyreceipt of necessary documentation

  • Maintain effective communication with applicants, third parties and internal staff on loan status, follow up and/or documentation requests, loancompletionand funding of loans

  • Assistin the facilitation of closing loans with mortgage closers

  • Work with mortgage loan processors on loan applicationsin accordance withpolicies and procedures

  • Monitor workflow to assuretimelyprocessing of loans

  • Actively cross-sell Credit Union products and services

ADMINISTRATIVE

  • Upload loan files into loan origination system

  • Assistmortgage loan officer and processors with other related or administrative tasks

  • Compile and complete reports as assigned

OTHER

Assistand support management by performing other duties as assigned

What You'll Need:

  • High School Diploma (or equivalent);Bachelor'sdegree preferred.

  • Bilingual fluency required (English/Spanish).

  • 2 to 3 years combination of experience and education in customer service; prefer 1 to 2 years in loan processing or loan operations in a financial institution or credit union.

  • Working knowledge of mortgage loans and Federal regulations preferred.

  • Strong commitment to our mission - creating economic opportunity for traditionally underserved communities.

  • Preference for working in organizations that place priority on teamwork and collaboration

  • Ability and willingness towork beyond normal work hours,as needed.

  • Strong written and verbal communication skills.

  • Excellent interpersonal skills and initiative.

  • Knowledge and understanding of related legal and regulatory standards andrequiredloan documentation.

  • Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and otherofficesprocedures and terminology.

  • Mathematical skillsincludingcalculating figures and amounts such as discounts, interest, commissions, proportions, percentages, areas, circumference and volume, and ability to apply concepts of basic algebra and geometry.

  • Ability to effectively plan and prioritize work.

  • Ability to form andmaintainstrong relationships with internal and external customers.

  • Proficiencywith Microsoft Word, Excel.

  • Ability todemonstrateSelf-Help'sCore Values:

    • Mission Before Self

    • ServiceWithExcellence

    • Embracing & Promoting Change

    • Results Not Credit

    • Diversity as a Strength

    • Financial Sustainability for Mission Impact

Salary range- MIN $24.50 MID $24.81 MAX $26.76

Self-Help is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Disclaimer:

Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

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About Self Help

Sourced by ZipRecruiter

Industry

Individual, family and community social assistance

Company size

1 - 10 Employees

Headquarters location

Los Alamos, NM, US

Year founded

1969

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