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Loan Associate Jobs in Appleton, WI (NOW HIRING)

QCHI

Branch Manager

Green Bay, WI · On-site

Document, resolve, or refer customer and associate comments and complaints to obtain proper ... Ensuring loans are in compliance with company and federal, state, and local laws. The ideal ...

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Loan Associate information

See Appleton, WI salary details

$10

$19

$30

How much do loan associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for loan associate in Appleton, WI is $19.83, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $23.89 per hour, depending on experience, location, and employer.

What does a loan associate do?

A Loan Associate assists clients with the loan application process, reviews financial documents, and helps determine eligibility for various loan products. They work closely with loan officers and underwriters to ensure all required documentation is complete and accurate. Additionally, Loan Associates may answer customer questions, verify information, and process paperwork to support timely loan approvals and disbursements.

What are the key skills and qualifications needed to thrive as a loan associate?

To thrive as a Loan Associate, you need a solid understanding of financial principles, loan processing procedures, and regulatory compliance, often supported by a degree in finance or a related field. Familiarity with loan origination software, credit analysis tools, and document management systems is commonly required. Strong attention to detail, customer service orientation, and effective communication skills help Loan Associates excel in client interactions and team environments. These skills and qualities are vital for ensuring accurate loan processing, regulatory adherence, and positive client experiences.

What are some common challenges faced by loan associates during the loan processing cycle?

Loan Associates often encounter challenges related to balancing multiple loan applications simultaneously while ensuring compliance with regulatory requirements. They must carefully verify documentation, communicate effectively with applicants, and coordinate with underwriters and loan officers to keep the process on track. Staying organized and adaptable is key, as changes in applicant circumstances or evolving lending guidelines can require prompt adjustments. Successfully managing these tasks helps ensure timely loan approvals and a positive borrower experience.

What is the difference between Loan Associate vs Mortgage Processor?

AspectLoan AssociateMortgage Processor
CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma; some roles may require mortgage-specific certifications
Work EnvironmentBank branches, credit unions, or financial institutionsMortgage companies, banks, or lending institutions
Job ResponsibilitiesAssisting clients, gathering documents, processing loan applicationsReviewing documents, verifying information, preparing files for approval
Industry UsageCommonly employed in retail banking and lendingPrimarily in mortgage lending and real estate finance

While both roles support the loan process, a Loan Associate typically handles client interactions and initial documentation, whereas a Mortgage Processor focuses on verifying and preparing mortgage files for approval. Understanding these differences can help job seekers identify the right position in the lending industry.

How much does a loan associate make?

A loan associate typically earns between $35,000 and $50,000 annually, depending on experience, location, and employer. Some positions may offer additional commissions or bonuses based on performance, and strong customer service skills are often required.

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 Associate jobs?

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

Loan Associate jobs near you

Member Contact Lending Specialist

Community First Credit Union

Neenah, WI • On-site

$17 - $21.25/hr

Full-time

Retirement, PTO

Re-posted 23 days ago

Job description

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. Do you have a passion for service? A love of lending? Want the opportunity to "find a way" for those you serve? Community First believes in the value of personal relationships with our members. Turn strong phone and web traffic into conversations that can be life-changing for our members in this critical role.
As a Member Contact Lending Specialist with Community First Credit Union, you will:
  • Deliver exceptional, "WOW" service - every day, every time
  • Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
  • Be key in telling the member's story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products
  • Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals
  • Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty
  • Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
  • Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships

We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
We are looking for a combination of:
  • Associate's Degree in a banking, finance, business, or related field
  • Two years' relevant experience, including prior lending and financial services experience
  • Exceptional verbal and written communication skills; strong time management and organizational skills
  • Familiarity with Microsoft office suite and web-based software packages
  • The ability to work hard, find solutions, and have fun
  • Passion for providing outstanding service to our members - internal and external

We also offer:
  • Comprehensive benefits package
  • Amazing Pension program (only 8% of private employers continue to offer!)
  • Competitive compensation
  • Generous paid time off
  • Day time hours
  • A commitment to work/life balance and community service

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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