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Johnson Financial Group
Johnson Financial Group

60 Johnson Financial Group Client Relationship Manager Jobs Hiring Near You

Johnson Financial Group

Mortgage Assistant

Brookfield, WI · On-site

... Johnson Financial Group is known for its unmatched personal service by making the client experience ... Act as contact person ensuring pipeline management when loan officers are out of the office. * May ...

Johnson Financial Group

Internal Auditor

Racine, WI · On-site

Overview Internal Audit at Johnson Financial Group is a collaborative department responsible for ... Management of line of business under review. * Establish peer relationships with other lines of ...

Johnson Financial Group

Internal Auditor

Racine, WI · On-site

Overview Internal Audit at Johnson Financial Group is a collaborative department responsible for ... Management of line of business under review. * Establish peer relationships with other lines of ...

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Does Johnson Financial Group pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

How easy is it to get time off at Johnson Financial Group?

Most people find it easy to get time off.
80% of people report it’s easy to get time off.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at Johnson Financial Group feel treated with respect by their managers?

Some people don’t feel treated with respect by their managers.
40% of people say they’re not treated with respect by their managers.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Is it stressful to work at Johnson Financial Group?

Some people feel stressed out here.
40% of people say they often feel stressed out at work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people at Johnson Financial Group recommend working with their team?

Only some people recommend working with their team.
40% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people get enough training when they start at Johnson Financial Group?

Some people didn’t get enough training when they started.
40% of people report they didn’t get enough training when they started working here.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do people think Johnson Financial Group’s headquarters understands what’s happening where they work?

Most people think headquarters understands what’s happening where they work.
60% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.

Do workers feel well informed about how Johnson Financial Group is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2026.
What other companies are hiring for Client Relationship Manager jobs?
What are the most popular jobs at Johnson Financial Group?
What are the most popular categories at Johnson Financial Group?
Infographic showing various Client Relationship Manager job openings at Johnson Financial Group in the United States as of August 2026, with employment types broken down into 4% Internship, and 96% Full Time. Highlights an 100% Physical job distribution.

Mortgage Assistant

Johnson Financial Group

Brookfield, WI • On-site

Full-time

Re-posted 7 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

Johnson Financial Group (JFG) has an exciting opportunity to join our mortgage team as a Mortgage Assistant! The Mortgage Assistant provides administrative and sales support to Mortgage Loan Officers within assigned Region(s) to maximize overall production efficiency and increase the level of client satisfaction.

As Wisconsin’s largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction.

At JFG you’ll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live.  Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You’re welcome here.

KEY RESPONSIBILITIES

  • Provide overall administrative support to the Mortgage Loan Officer and their Processing partner on loan origination tasks.
  • Assist with preparing and/or distributing various marketing materials.
  • Review and maintain loan officer pipelines for Reg. B compliance, 120/180 day reporting, rate lock expirations, withdrawn/rejected files and other pipeline management as required to meet compliance/regulatory requirements.
  • Provide Mortgage documents as requested to other line of business partners using the Open/Close system.
  • Assist as needed with various networking events; i.e.: Parade of Homes, etc.
  • Schedule/coordinate loan closings with loan officers, realtors, closing agents, etc.
  • Act as contact person ensuring pipeline management when loan officers are out of the office.
  • May act as communication liaison with all parties involved in mortgage transactions.
  • May assist Loan Officer in preparing and submitting loans to underwriting.
  • Make copies, scan files and or fax documents as required by loan officer.
  • Updating databases as required.
  • Assist Mortgage Loan Officer with social media posts
  • Assist Mortgage Loan Officer with SureFire media deployment

JOB REQUIREMENTS – EDUCATION, KNOWLEDGE AND SKILLS

  • Requires National Mortgage Licensing System (NMLS) registration under the terms of the Safe Act.
  • Minimum 2 years of administrative/customer service experience.
  • Mortgage or real estate experience and exposure to residential loan origination in a banking environment preferred.
  • Prior experience working in a professional office environment.
  • Proficient with Microsoft Office.
  • Must be comfortable and able to work in a fast-paced environment.
  • Strong organizational, interpersonal, written and verbal communication skills required.

As a birthday present, enjoy your birthday off - paid!


Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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