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Loan Assistant Jobs in Racine, WI (NOW HIRING)

Wintrust

Loan Originator - (Illinois)

Antioch, IL · On-site

To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial ...

Northwestern Mutual

Loan Team Manager

Milwaukee, WI · On-site

$105K/yr

Monitors delinquent loans and oversees the collection process. Ensures that credit union members are receiving convenient, confidential, high-quality service via all service channels. What You'll Do

Career Site

Mortgage Loan Officer

Greenfield, WI · On-site

Structure loan to ensure compliance to product guidelines. * Submit through DU/LP and review findings to ensure borrower findings meets guidelines. * Enter all required information into the mortgage ...

landmarkcu

Commercial Loan Processor

New Berlin, WI · On-site

This role performs a variety of functions related to preparing documents, creating closing packages, booking and servicing business loans. They may have contact with existing members, prospective ...

landmarkcu

Mortgage Loan Originator

Milwaukee, WI · On-site

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 ...

US Bank

Special Loan Workout Officer

Brookfield, WI · On-site

$158K - $193K/yr

Independently analyzes loans and determines the most effective strategy (restructurings, forbearances, bankruptcies, etc.) to secure the repayment and/or collection of the debt. Negotiates with ...

W3Global Inc.

Mortgage Loan Officer

Milwaukee, WI · Hybrid

$20K - $25K/yr

Ideal Loan Officer Profile (Non-Negotiable) Required * * $6M+ annual production (purchase-focused) * * Self-generated business model * * Relationship-driven with Realtors * * Willing to work ...

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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 3, 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.

Commercial Loan Processing Specialist I

Citizens Bank - WI

Waukesha, WI • On-site

$51K - $65K/yr

Full-time

Re-posted 25 days ago

Job description

The Commercial Loan Processing Specialist I is responsible for the preparation and accurate completion of commercial loan documents prior to loan closing. Providing support to the lending staff by assisting in the collection of customer financial documents, building initial credit presentations and obtaining pre-closing documentation. In addition, obtains the necessary information and requirements for preparing the loan documents, assembles and verifies the accuracy of loan documentation, ensures the loan requests meet all compliance and legal guidelines to ensure timely closing, and checks documents for proper vesting, legal descriptions, closing dates and signatures.

Hours:  Monday - Friday 8:15am-5pm

38-40 hours/week

*Hours may vary based on business needs.

Duties and Responsibilities:  

  • Create credit presentations utilizing nCino, core, and information provided
  • Assist in managing a pipeline of loan requests ensuring deadlines are met.
  • Enter data into ServiceLink obtain flood certificate and follow compliance
  • Order appraisals, including entering information into Ascribe, or requesting from internal appraiser.
  • Order environmental reports and title following policy requirements
  • Complete internal forms to aid in lending compliance and moving loans through the commercial pipeline
  • Pull tax bills from county websites 
  • Work with the lending officer to ensure that we have all the proper documentation needed to complete the file based on the product and the approval
  • Prepare all commercial loan documentation, utilizing our LOS systems – nCino and Laser Pro
  • Ensures appropriate approval and/or waivers and exceptions are obtained prior to closing 
  • Quality control of origination documentation 
  • Confirms closing statements and bank settlement statements are in balance with lender fees
  • Any other duties as assigned.

Requirements:

  • High School diploma or equivalent required.
  • 1-3 years of Commercial Processing or Commercial Documentation experience
  • 1+ years working with LaserPro
  • Experience with ordering Title, Appraisals, and Environments reports
  • Must be self-motivated and also work in a team environment
  • Excellent verbal and written communications skills for effective interactions with lenders to meet lending objectives and/or resolve problems 
  • Regular, dependable attendance and flexibility in schedule when required
  • Ability to multitask, prioritize and organize workflow
  • Strong attention to detail and a high degree of accuracy
  • Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

Critical Competencies:

  • Collaboration
  • Loyalty
  • Accountability 
  • Organization

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****     

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf