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Loan Associate Jobs in Appleton, WI (NOW HIRING)

Every associate matters and makes a difference It is truly a culture like no other - We hope you ... and loaner equipment in addition to permanently assigned equipment inventory. * Maintain the ...

Every associate matters and makes a difference It is truly a culture like no other - We hope you ... and loaner equipment in addition to permanently assigned equipment inventory. * Maintain the ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

... loan forgiveness) : Up to $130,000 Productivity incentives: RVU + Quality Incentives CME allowance ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

... loan forgiveness): Up to $130,000 Productivity incentives: RVU + Quality Incentives CME allowance ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

... loan forgiveness) : Up to $130,000 Productivity incentives: RVU + Quality Incentives CME allowance ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

RVU + Quality Incentive Sign-On Package (including bonus, relocation, and student loan forgiveness ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

... loan forgiveness) : Up to $130,000 Productivity incentives: RVU + Quality Incentives CME allowance ... We empower our 97,000+ associates to bring their skills and expertise every day to reimagining ...

Showing results 41-60

Loan Associate information

See Appleton, WI salary details

$10

$19

$30

How much do loan associate jobs pay per hour?

As of Sep 2, 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:

Student Account Specialist

Lawrence University

Appleton, WI • On-site

Full-time

Re-posted 17 days ago


Lawrence University rating

6.1

Company rating: 6.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

560th of 628 rated colleges and universities


Job description

Position Details
Position Information
Position Title
Student Account Specialist
Location
Appleton
Department
Financial Aid
Position Type
Staff
Position Description & Qualifications
Reports to: Dean of Student Financial Services
Location: Chapman Hall
Primary Objective:
The Student Account Specialist is a student-centered and student-facing role at Lawrence University. This position works collaboratively with other departments across campus to efficiently and accurately steward the billing and payment aspects of the student experience. As part of a "one stop shop" student services center that includes the Financial Aid and Registrar's Offices, the Student Account Specialist will continually strive for equitable policies, procedures and solutions related to student accounts to help students be successful and stay on track to graduation.
Job Responsibilities:
Process student account transactions
  • Responsible for the operation of student accounting processes in the Ellucian Banner software to include: billings, deposits, scholarships, finance charges, holds, payment plans, refunds, electronic data transfers to and from 3rd parties and other departments.
  • Cashier student account payments and other university receivables as assigned.

Maintain accuracy of the student account ledger
  • Investigate and resolve billing concerns identified with internal audit procedures when necessary.
  • Process student status changes for student leaves and withdrawals
  • Coordinate room and board charges with the Residential Education and Student Life offices to ensure correct charges/credits are made to accounts.
  • Work with Admissions and International Student Services to ensure accurate billing for international exchange students and scholars.
  • Work with Off-Campus Programs to ensure accurate charges/refunds for study abroad programs. Reconcile and code invoices when received.

Provide excellent customer service
  • Communicate professionally and effectively with a diverse student body, their families, alumni, staff and faculty, and third parties.
  • Create and publish monthly student statements through Transact, and monitor monthly payment plans in Transact.
  • Answer inquiries and resolve concerns regarding student account issues. Assist students and families to understand student account charges and payment options.
  • Collaborate regularly with offices such as Financial Aid, Registrar, dining services and Student Life to make Student Information System operations as seamless as possible for students.
  • Identify and recommend improvements to policies and procedures related to student accounts that could improve clarity, efficiency, equity, and/or reduce obstacles to student retention, persistence, and progress toward graduation.

Maintain compliance with federal, state and institutional policies
  • Send federal loan notification letters as required under Title IV Regulations.
  • Ensure correct permissions are set up for parents and students in regards to FERPA regulations.

Working Relationships:
Will work collaboratively with all members of Financial Services, Financial Aid, Registrar, Student life, Residential Education, some faculty and other members of the diverse Lawrence community, including students, parents, alumni, collection agencies, and loan service providers.
Knowledge and Skills Required:
  • Excellent customer service skills.
  • Ability to effectively and professionally communicate orally and in writing with diverse populations.
  • Ability to organize work flow, balance multiple tasks, and meet deadlines.
  • Ability to maintain a high degree of accuracy with paper and electronically imaged files.
  • Strong analytical skills with outstanding attention to detail.
  • Equity-minded, problem-solving approach.
  • Ability to work both independently utilizing various resources and in a team environment
  • Ability to maintain confidentiality of information with strong integrity and ethics.
  • Knowledge of basic accounting for accounts receivables.

Required Qualifications:
  • Associate Degree in related field or substantial experience in a similar position
  • At least one year accounting or related experience.
  • Possess proficient computer skills, including advanced experience in the Microsoft Suite
  • Previous Higher Education experience welcomed.
  • Experience in ERP systems preferred.

Posting Detail Information
Posting Number
S629P
Number of Vacancies
1
Posting Date
Best Consideration Date
Close Date
Open Until Filled
Special Instructions Summary
Anticipated Number of Hours per Week
40

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