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Wintrust Financial Corporation · 1 day ago

Loan Originator Assistant - (North Region IL & WI)

Madison, WI

Full-time

Onsite

Mid Level

3+ years exp

Wintrust Financial Corporation is a full-service, federally chartered lender committed to helping customers achieve homeownership. As a Loan Originator Assistant, you will assist in the origination, processing, and closing of loans while ensuring compliance and accuracy throughout the process.

Financial ServicesWealth Management

Responsibilities

Assist in the origination, processing, and closing of loans

Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research

Review files to ensure completeness, accuracy, and compliance

Work with internal and external customers

Reach out to referral sources (attorneys, agents, etc.) on the Loan Officer’s behalf

Assist in marketing the Loan Officer’s services to new prospective referral partners, by utilizing marketing materials

Manage day-to-day transactions and relationships with customers and vendors

Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc

Provide necessary documentation to processing and underwriting departments to ensure timely loan closings

Must have a working knowledge of mortgage loans and or/loan procedures

Other duties as assigned

Qualification

Mortgage banking experienceFannie/Freddie guidelinesEncompass experienceMS WordExcelInterpersonal skillsOrganizational skillsCommunication skillsTime-management skillsSelf-starter

Required

Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills

Must be a self-starter, motivated, energetic, with excellent time-management skills

Ability to work independently and take direction

Updated and Current knowledge of Fannie/Freddie guidelines

Must possess a working knowledge of computers to include MS Word, Excel, and Internet

Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing

Preferred

Encompass experience preferred

Benefits

Medical Insurance

Dental

Vision

Life insurance

Accidental death and dismemberment

Short-term and long term Disability Insurance

Parental Leave

Employee Assistance Program (EAP)

Traditional and Roth 401(k) with company match

Flexible Spending Account (FSA)

Employee Stock Purchase Plan at 5% discount

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Company

Wintrust Financial Corporation

Glassdoor3.7

Wintrust Financial Corporation delivers sophisticated financial capabilities with a community bank personality across its businesses in banking, specialty finance, and wealth management.

Founded in 1995

Rosamond, Illinois, USA

5001-10000 employees