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Loan Associate Jobs in Appleton, WI (NOW HIRING)

Associatedbank

Paralegal Senior

Green Bay, WI

$26.66 - $45.70/hr

Support Loan Servicing by monitoring mechanic's liens, mortgagee contest requests, eminent domain ... Associate's degree. * Paralegal Certification by start date. * 4+ years of paralegal experience ...

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All JobsLoan Associate JobsLoan Associate Jobs in Appleton, WI

Loan Associate information

See Appleton, WI salary details

$10

$19

$29

How much do loan associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for loan associate in Appleton, WI is $19.35, according to ZipRecruiter salary data. Most workers in this role earn between $13.75 and $23.32 per hour, depending on experience, location, and employer.

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.

How much does a loan associate make?

A loan associate typically earns a median annual salary of around $40,000 to $50,000, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced loan associates or those in high-cost areas can earn higher wages, often supplemented with bonuses or commissions. Skills in customer service, financial analysis, and familiarity with loan processing software are valuable in this role.

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 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.

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 Service Representative

Community First Credit Union

Appleton, WI • On-site

Full-time

Re-posted 20 days ago

Job description

We believe passionate people provide excellent service. As our Member Service Representative, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you'll support. Having relationship-based discussions to uncover a member's financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!
As our Member Service Representative, you will:
  • Provide outstanding service by meeting and speaking with members to uncover financial needs and provide appropriate solutions utilizing products and services available within Community First. Provide solutions within the governing policies and procedures of the credit union
  • Open and service deposit accounts for members or prospective members, including savings, checking, certificates, money markets, HSA, IRA, ACH, and ATM. Also, close accounts when necessary
  • Assist members with service needs, including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries
  • Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First
  • Take loan applications, perform debt ratio/collateral analysis, obtain approval, close loan, and complete file
  • Customize protection solutions for all applicable lending products, including payment protection, GAP, and warranty
  • Address member questions about mortgage loans, commercial loans, credit cards, and other products or services
  • Promote and cross-sell based on member needs all credit union products and services to increase services per household and deepen member relationships

We are open in the lobby from 8:30 to 5 p.m. Monday through Wednesday, and from 8:30 to 6 p.m. on Thursday and Friday. On Saturdays, we are open in both the lobby and the driveup from 8 a.m. until noon. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.
An ideal candidate will have a combination of:
  • Associate's degree in banking, finance, business, or a related field
  • Two years of relevant experience; prior lending, and financial services experience is preferred
  • Exceptional verbal and written communication skills, strong time management, and organizational skills
  • Familiarity with Microsoft Office suite and web-based software packages
  • Passion for providing outstanding service to our members - internal and external
  • The ability to work hard, find solutions and have fun

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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