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Licensed Loan Officer Assistant

Job Locations US-WI-Oak Creek
ID
2026-2265
Category
Administrative/Clerical
Position Type
Regular Full-Time

Overview

Invest In You! Tri City National Bank is not just a bank; it's your community banking partner, deeply committed to prioritizing customers, building strong relationships, and fostering a sense of belonging. Our team-oriented environment offers exceptional opportunities for personal and professional growth, celebrating success, and providing excellent benefits along the way. We believe in unparalleled customer service and the right banking solutions to help fulfill financial dreams and contribute to community growth.

 

This position is for an experienced Licensed Loan Officer Assistant (LOA) who provides administrative, operational, and customer service support to an assigned Mortgage Loan Originator (MLO). The LOA plays a critical role in managing the loan pipeline, coordinating loan activities, maintaining communication with borrowers and referral partners, and ensuring an efficient mortgage process from application through closing.

 

Tri City National Bank offers a full suite of mortgage products, including Conventional, FHLBC, FHA, VA, WHEDA, Portfolio ARMs, Single Close Construction, HELOC, HELOAN, ARM, and Bridge loans. The LOA serves as an extension of the MLO, helping deliver exceptional customer service while ensuring compliance with all applicable regulations, Bank policies, and procedures.

 

As a full-service community bank offering a broad range of retail and commercial banking products, Tri City National Bank seeks individuals who work collaboratively across departments to support company growth and meet customers' financial needs.

Responsibilities

  • Support an assigned Mortgage Loan Originator in managing daily loan origination activities and maintaining an organized loan pipeline.
  • Assist borrowers throughout the mortgage process by collecting required documentation, reviewing files for completeness, and responding to questions in a timely manner.
  • Serve as a primary point of contact for customers, referral partners, processors, underwriters, and closing personnel as directed by the MLO.
  • Maintain regular communication with borrowers regarding loan status, documentation requirements, and closing timelines.
  • Prepare and review loan application packages to ensure accuracy and completeness before submission.
  • Coordinate and monitor loan files through processing, underwriting, approval, closing, and funding.
  • Assist in scheduling appointments, preparing correspondence, and managing follow-up activities for the MLO.
  • Maintain accurate loan records and documentation in accordance with regulatory requirements and Bank policies and procedures.
  • Monitor pipeline milestones and proactively follow up on outstanding conditions to facilitate timely loan closings.
  • Collaborate with internal departments and branch personnel to ensure a seamless customer experience.
  • Remain current on mortgage products, industry regulations, compliance requirements, and Bank policies and procedures.
  • Report any process, procedure, or activity that does not meet regulatory requirements, including suspected or confirmed fraud, to management.

Qualifications

  • Two to four years of mortgage industry experience, preferably supporting a Mortgage Loan Originator or working in loan origination, processing, or related mortgage operations.
  • Active NMLS license in good standing or the ability to obtain and maintain required licensing.
  • Strong verbal, written, listening, and interpersonal communication skills.
  • Excellent customer service skills with the ability to build and maintain positive customer relationships.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
  • Excellent attention to detail and accuracy.
  • Strong problem-solving, planning, and time management skills.
  • Ability to thrive in a fast-paced and evolving mortgage environment.
  • Demonstrated integrity and ability to maintain confidentiality.
  • Proficiency with Microsoft Windows, Word, Excel, Outlook, and PowerPoint.
  • Experience using mortgage loan origination systems; Mortgagebot experience preferred.
  • Knowledge of current mortgage lending regulations and compliance requirements.
  • Strong understanding of Conventional, FHA, VA, and WHEDA mortgage programs, including processing, documentation, underwriting, and closing requirements.
  • Working knowledge of CFPB Qualified Mortgage and Ability-to-Repay guidelines.

Additional Skills and Qualities

  • Strong customer service orientation and commitment to delivering an exceptional borrower experience.
  • Ability to work effectively both independently and as part of a team.
  • Proven ability to establish and maintain professional relationships with customers, referral partners, and internal stakeholders.
  • Strong attention to detail and follow-through.
  • Knowledge of banking products and services.
  • Understanding of the evolving mortgage industry and digital lending environment.
  • Ability to anticipate the needs of the assigned Mortgage Loan Originator and proactively support business objectives.

Why Join Us: 

  • Community Impact: Be part of a local bank deeply rooted in community values, contributing to the growth and prosperity of our neighborhoods.
  • Innovation: Embrace a dynamic and evolving work environment that encourages fresh perspectives and continuous learning.
  • Career Growth: Unlock future opportunities for personal and professional development as you navigate through our Pathways for Success.
  • Celebration of Success: Join a team that values and celebrates individual and collective achievements.
  • Work Life Balance: No early mornings or late nights, enjoy a predictable schedule with major holidays off.
  • Great Employee Benefits that start on the 1st of the month after your hire date!
    • Part-Time:
      • 401(k) with company match** 
      • Up to 20 hours of paid vacation after 6 months
    • Full-Time:
      • 401(k) with company match
      • Tuition reimbursement
      • Medical, dental, and vision coverage
      • Paid vacation and more! 

Equal Opportunity Employer/Veterans/Disabled 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. 

 

Reasonable Accommodation

If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Human Resources at 414-761-1610 or hr2@tcnb.com

 

(**Must be 21 to enroll in 401(k), and must work an average of 20+ hours per week in order to be eligible for paid vacation.)

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