Mortgage Sales Assistant Senior

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Role Summary
Support mortgage loan originators by managing loan pipelines, ensuring documentation is complete, and keeping transactions moving toward closing. You’ll play a key role in delivering a seamless client experience through proactive communication and organization. This role offers strong exposure to the mortgage process and opportunities to grow within the business.

This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.

Key Accountabilities

• Manage loan pipeline activities to ensure files progress efficiently from application to closing

• Coordinate and verify all client documentation to meet underwriting requirements

• Communicate regularly with clients, Realtors, and attorneys to provide status updates

• Support loan originators with data entry, loan applications, and processing activities

• Schedule closings and coordinate with all parties to ensure smooth transactions

• Track appraisals and ensure timely delivery and necessary updates to loan files

• Maintain accurate loan data in the origination system and ensure compliance standards are met

• Assist with marketing efforts and client database management to support business growth

Education & Experience

Required:

• Associate’s degree in Business, Finance, or equivalent experience

• 2+ years of mortgage support, customer service, or administrative experience

• Ability to meet S.A.F.E. Act registration requirements, including credit check compliance

Preferred:

• Experience supporting mortgage loan originators or working in a lending environment

• Familiarity with loan origination systems and underwriting processes

Why You’ll Love Working Here
You’ll be part of a supportive, team-oriented environment where your contributions directly impact client success. We invest in your growth through hands-on learning, development opportunities, and career advancement pathways. Join a team that values your voice and celebrates your achievements—apply today to make an impact.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life. 

• Retirement savings including both 401(k) and Pension plans. 

• 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. 

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and