Home Financing Advisor

1 week ago


Madison, Wisconsin, United States Disability Solutions Full time
About the Role

The Home Financing Advisor role at Associated Bank is designed to help customers achieve their homeownership goals. As a Home Financing Advisor, you will be responsible for originating regulatory compliant residential loan applications, developing client referral relationships, and expanding customer relationships by identifying customers' needs and matching them with product selections and resources within the assigned business line.

Responsibilities
  • Originate regulatory compliant residential loan applications and expand customer relationships by identifying customers' needs and matching them with product selections and resources within the assigned business line.
  • Develop client referral relationships with realtors, builders, attorneys, and other centers of influence.
  • Monitor the expedient processing of loan applications through regular contact with loan processors and conduct regular pipeline management.
  • Solicit and originate mortgage loan programs to all prospective borrowers, including those in low-to-moderate areas and income individuals, serve as the liaison to local, state, and federal government agencies, and community development groups.
  • Identify needs and cross-sell other Bank products and services to established cross-sale targets, prepare records and reports regarding loan solicitation, origination, and closing activities.
Requirements

Bachelor's Degree or equivalent combination of education and experience is required. 1-3 years of residential loan processing or origination experience with a financial institution or mortgage banking company is also required.

Benefits
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits, and much more.
  • Personal banking, loan, investment, and insurance benefits.
Salary

$14.88 - $25.51 per hour, depending on location and experience.



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