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Underwriting Associate Jobs in Madison, WI (NOW HIRING)

Lake Ridge Bank

Loan Assistant

Cross Plains, WI · On-site

$37K - $46K/yr

You'll serve as a key connection point between clients, lenders, underwriting, and loan operations ... Actively monitor collection for expediency and follow up with clients or internal associates as ...

Lake Ridge Bank

Loan Assistant

Cross Plains, WI · On-site

$37K - $46K/yr

You'll serve as a key connection point between clients, lenders, underwriting, and loan operations ... Actively monitor collection for expediency and follow up with clients or internal associates as ...

Lake Ridge Bank

Loan Assistant

Cross Plains, WI · On-site

$37K - $46K/yr

You'll serve as a key connection point between clients, lenders, underwriting, and loan operations ... Actively monitor collection for expediency and follow up with clients or internal associates as ...

Park Bank

SVP Credit Administration

Madison, WI · On-site

... Underwriting and Credit teams. This role manages data integration and analysis to support ... Associate's degree or post-secondary classes/degree. Equivalent experience will also be accepted

The Park Bank

SVP Credit Administration

Madison, WI · Hybrid

... Underwriting and Credit teams. This role manages data integration and analysis to support ... Associate's degree or post-secondary classes/degree. Equivalent experience will also be accepted

PNC Bank

Capital Markets Associate - Sales (F)

Madison, WI · Hybrid

$75K - $150K/yr

As a Capital Markets Associate - Sales (F) within PNC's Capital Markets - Municipal Sales Group ... Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series 7, if taken prior to 11/7 ...

landmarkcu

Mortgage Loan Originator

Madison, WI · On-site

... help our associates grow their careers. Bring your authentic self to work as part of an ... underwriters. 5. Cross sells Landmark's other products and services and makes referrals to Landmark ...

Compeer Financial

Title Examiner

Sun Prairie, WI · Hybrid

Collaborates with Title Underwriters to determine requirement and/or exceptions in issuance of ... Associate's degree in business administration, legal, finance or related field; related field or an ...

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All JobsUnderwriting Associate JobsUnderwriting Associate Jobs in Madison, WI

Underwriting Associate information

See Madison, WI salary details

$9

$19

$31

How much do underwriting associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for underwriting associate in Madison, WI is $19.17, according to ZipRecruiter salary data. Most workers in this role earn between $15.29 and $20.38 per hour, depending on experience, location, and employer.

What is an underwriting associate?

Underwriting associates are entry- to mid-level professionals who support underwriters in evaluating and processing insurance applications or loan requests. They assist in gathering and reviewing applicant information, assessing risk factors, and preparing documentation necessary for decision-making. Their work ensures that underwriters have accurate data to determine whether to approve or deny coverage or loans, and under what terms. Underwriting associates often interact with agents, clients, and other departments to facilitate a smooth underwriting process.

What are the key skills and qualifications needed to thrive as an underwriting associate?

To thrive as an Underwriting Associate, you need a strong understanding of risk assessment, analytical skills, and knowledge of insurance principles, often supported by a bachelor's degree in finance, business, or a related field. Familiarity with underwriting software, data analysis tools, and sometimes certifications such as CPCU or AU is highly valuable. Attention to detail, effective communication, and organizational skills help you excel in evaluating applications and collaborating with clients and colleagues. These skills ensure accurate risk evaluation, efficient workflow, and compliance with industry standards, leading to sound business decisions and customer satisfaction.

What are some common challenges underwriting associates face when balancing risk assessment with client expectations?

Underwriting Associates often need to carefully evaluate the risk profile of applicants while also considering the business objectives and maintaining positive relationships with clients or brokers. A common challenge is ensuring thorough risk analysis under tight deadlines, especially when clients expect quick decisions. Balancing the need for accuracy and compliance with internal policies, while also providing responsive service, requires strong organizational and communication skills. Collaborating closely with senior underwriters and other departments can help manage these challenges and ensure informed, fair decisions.

Is underwriting a hard career?

Underwriting is a detail-oriented role that requires strong analytical skills, attention to detail, and knowledge of insurance or financial products. It can be challenging due to the need to assess risk accurately and make decisions under pressure, but it also offers opportunities for professional growth and specialization.

Is underwriting an entry level position?

Underwriting associate positions are often entry-level roles that require basic knowledge of insurance or finance, strong analytical skills, and attention to detail. Many employers provide on-the-job training, and some roles may prefer candidates with a relevant degree or certification, such as the Chartered Insurance Professional (CIP).

What are the most commonly searched types of Underwriting jobs in Madison, WI?

The most popular types of Underwriting jobs in Madison, WI are:

What cities near Madison, WI are hiring for Underwriting Associate jobs?

Cities near Madison, WI with the most Underwriting Associate job openings:

Underwriting Associate jobs near you
Infographic showing various Underwriting Associate job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 28% Part Time, 3% Temporary, and 1% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $39,851 per year, or $19.2 per hour.

Loan Assistant

Lake Ridge Bank

Cross Plains, WI • On-site

$37K - $46K/yr

Full-time

Posted 15 days ago

Lake Ridge Bank rating

6.7

Company rating: 6.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

138th of 175 rated banks

Job description

Are you detail-oriented, relationship-driven, and energized by supporting business growth? As a Loan Assistant, you'll play an essential role in helping our Commercial and Agricultural lenders deliver an exceptional client experience.
In this role, you'll be the trusted partner behind the scenes, proactively managing loan portfolios, coordinating the loan process from application to closing, and ensuring every detail is handled accurately and efficiently. You'll serve as a key connection point between clients, lenders, underwriting, and loan operations, helping move deals forward while building strong, lasting relationships.
Your work will directly support local businesses and agricultural clients by streamlining documentation, facilitating communication, and ensuring a smooth, responsive lending experience. By combining organization, problem-solving, and outstanding service, you'll contribute to client retention, business development, and the overall success of our lending team.
If you thrive in a collaborative environment and enjoy being a vital part of helping businesses grow, this is a role where you can make a meaningful impact.
The home office is flexible based out one of our Lake Ridge Bank communities.
Retention and Development of Commercial & Ag Client Relationships
  • Assist clients with various requests including but not limited to line of credit draws, overdraft information, and other duties that does not require the attention of the Lenders.
  • Build trust and rapport with clients by being a confidential/direct contact for them.
  • Facilitate and keep lines of communication open by acting as a liaison between clients, Lenders, loan production, underwriters, and other bank personnel.
  • Promote and refer other bank products and services to solidify banking relationship with clients.
  • Assist with Lenders appointment and meeting calendars as appropriate.
  • Attend outside client meetings as needed.
  • Work with/assist Lenders and Loan Production with past due reports, collection calls, collecting of financial statements, etc. as appropriate.
  • Assist with data entry into the loan and/or banking systems as needed or requested including but not limited to logging activities and opportunities for lenders in Sageworks.

Perform functions associated with Commercial and Agriculture Loans:
  • Actively assist in the loan origination process for new and renewal loan requests by assisting Lenders, loan production, underwriting and/or others, including but not limited to, starting online loan applications and running pricing models in Sageworks, producing Client Relationship Summary sheets in Marquis, managing lender's renewal pipeline proactively, communicating with lenders and clients on information needed and completing workflow tasks in Sageworks.
  • Assist loan production and underwriting with information requests needed to complete a loan package, including but not limited to, required financial documents, specific loan related project or purchase documents, client entity documents, personal identification verification documents and evidence of insurance for collateral securing loans.
  • Communicate professionally with clients in order to collect all documentation necessary or as requested. Actively monitor collection for expediency and follow up with clients or internal associates as necessary on progress.
  • Perform clerical duties including copying of client documentation as appropriate, assisting in loan closings, mailing out renewal paperwork, following up on pending items, etc.
  • Assist in coordinating closings with lenders, clients or other associates.
  • Actively communicate with lenders and other loan staff on the status of loans being worked on for progress, timing, etc.
  • Assist with Pipeline Reporting and be an active participant to collaborate on calls and in meetings.

Other Responsibilities:
  • Provide general clerical duties on as needed to both the lending teams and/or other areas of the bank to provide extraordinary client experience.
  • Continually develop knowledge, skills and abilities through internal and external training programs.
  • Complete all annual security and compliance training as required.
  • Maintain confidentiality of client information at all times.
  • Actively participate in bank and department meetings.
  • Perform all other duties as assigned or requested.

Requirements
  • High School diploma or equivalent and/or administrative/client service experience working with Commercial and/or Agriculture clients.
  • Exceptional interpersonal and communication skills to be able to interact and communicate with a diverse group of clients.
  • Demonstrated ability to represent the organization in a professional, positive manner.
  • Demonstrated problem solving skills with the ability to make independent decisions.
  • Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
  • Strong attention to detail with excellent follow up skills.
  • Advanced computer skills with working knowledge of software programs, such as, Word, Excel, Microsoft Outlook and the Internet with ability and willingness to learn new software/programs.
  • Good accounting skills with the ability to work precisely with numbers and financial calculations.
  • Capability to maintain confidentiality of client information.
  • Ability to speak, read, write and understand English clearly.

Preferred Qualifications:
  • Associate degree in Administrative Professional, Business Management, Finance, Accounting or similar program and/or two-three years previous experience.
  • Previous experience with commercial and/or agriculture loans.
  • Knowledge of banking systems, particularly Fiserv systems and Abrigo a plus.
  • Familiarity with financial products and services.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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