Mortgage Loan Funding Clerk, Sr. jobs in Appleton, WI

Mortgage Loan Funding Clerk, Sr. performs routine administrative tasks in support of the mortgage loan funding group. Prepares and finalizes documents and helps customers with packaging and funding. Being a Mortgage Loan Funding Clerk, Sr. ensures accuracy in loan closing process. Facilitates training and support of lower level funding clerks. Additionally, Mortgage Loan Funding Clerk, Sr. requires a high school diploma or equivalent. Typically reports to a supervisor or manager. The Mortgage Loan Funding Clerk, Sr. works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Mortgage Loan Funding Clerk, Sr. typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Loan Officer Assistant
  • Primary Residential Mortgage Inc
  • Appleton, WI FULL_TIME
  • Position purpose - Responsibilities/Duties/Functions/Tasks

    The purpose of this position is to assist the loan officer and processor with the work flow on each transaction, including chasing docs, following up with title and insurance companies, and providing status updates to realtors, builders, sellers, and borrowers.

    Assists the processor with Loan Status Gram email/fax to all pertinent loan parties

    • Attends processor meetings with management to report the progress of each loan projected to fund in given month
    • Assists Loan Officer with scheduling pre-qualification and application appointments
    • Assists Loan Officer with scheduling business development calls/appointments to include realtors, builders, and qualifying brokers
    • Assists Loan Officer with post-closing markets
    • Assists Loan officer with inputting loans into databases

    Qualifications

    • Basic reading, writing, and arithmetic skills
    • Strong attention to detail
    • Excellent customer service skills
    • Strong communication skills, both written and oral
    • Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
    • Ability to multi-task
    • Knowledge of Microsoft Excel and Microsoft Word
    • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)

    Preferences

    • Knowledge of Microsoft Office and telephone protocol
    • Ability to type 50 wpm
    • Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control

    Company Conformance Statement

    In the performance of assigned tasks and duties all employees are expected to conform to the following:

    • Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
    • Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
    • Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
    • Ensure every action and decision is aligned with PRMI values.
    • Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
    • Realize team synergies through networking and partnerships across PRMI.
    • Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
    • Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
    • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
    • Work effectively as a team contributor on all assignments.
    • Perform quality work within deadlines.
    • Respect client and employee privacy.

    Work Requirements

    Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.

    Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

  • 6 Days Ago

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Loan Officer Outside Sales
  • Primary Residential Mortgage Inc
  • Appleton, WI FULL_TIME
  • Position Purpose - Responsibilities/Duties/Functions/Tasks The main function of this position is to proactively solicit new residential mortgage clients, while developing and cultivating a strong busi...
  • 10 Days Ago

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Mortgage Loan Processor
  • Kohler Credit Union
  • Sheboygan, WI FULL_TIME
  • Are you interested in progressing your career in the lending and mortgage industry? Do you love what credit unions stand for? Kohler Credit Union is looking to hire a Mortgage Loan Processor to assist...
  • 19 Days Ago

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Mortgage Loan Officer
  • Johnson Financial Group
  • Appleton, WI FULL_TIME
  • Job Description OverviewAt Johnson Financial Group, you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities wher...
  • 23 Days Ago

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Mortgage Loan Officer
  • Settlers best Credit Union
  • Appleton, WI FULL_TIME
  • Settlers best Credit Union is seeking a Mortgage Loan Officer for the Appleton, WI market. The Mortgage Loan Officer is primarily responsible for building a quality mortgage loan portfolio and meeting...
  • 1 Month Ago

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Mortgage Loan Officer
  • Sb
  • Appleton, WI FULL_TIME
  • Settlers best Credit Union is seeking a Mortgage Loan Officer for the Appleton, WI market. The Mortgage Loan Officer is primarily responsible for building a quality mortgage loan portfolio and meeting...
  • 1 Month Ago

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0 Mortgage Loan Funding Clerk, Sr. jobs found in Appleton, WI area

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Sales Associate
  • Spieldenner Financial Group
  • Appleton, WI
  • Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection In...
  • 3/29/2024 12:00:00 AM

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Care Manager - Appleton (Work from Home Flexible)
  • Lakeland Care, Inc.
  • Appleton, WI
  • Job Type Full-time Description Culture Highlights! Flexible work environment - work where it's most convenient, home or ...
  • 3/29/2024 12:00:00 AM

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Teller
  • Community First Credit Union
  • Neenah, WI
  • We believe tellers are Community First's essential, front-line ambassadors. As our Teller, your energy for engaging with...
  • 3/29/2024 12:00:00 AM

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Personal Banker - Roving Northern WI
  • WELLS FARGO BANK
  • Green Bay, WI
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/28/2024 12:00:00 AM

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Electro Mechanical Technician (44805)
  • Palmer Group
  • Appleton, WI
  • Job Description Job Description Palmer Group is partnering with our Appleton client to search for an experienced Electro...
  • 3/27/2024 12:00:00 AM

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Actuarial Associate II
  • Society Insurance
  • Neenah, WI
  • Job Information Job Title Actuarial Associate II Home Department: Actuarial Employment Status: Exempt; Full-time Positio...
  • 3/27/2024 12:00:00 AM

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Actuarial Associate II
  • Society Insurance
  • Sherwood, WI
  • Job Information Job Title Actuarial Associate II Home Department: Actuarial Employment Status: Exempt; Full-time Positio...
  • 3/27/2024 12:00:00 AM

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Personal Banker Ballard Appleton WI
  • WELLS FARGO BANK
  • Appleton, WI
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Mortgage Loan Funding Clerk, Sr. jobs
$42,910 to $54,138
Appleton, Wisconsin area prices
were up 1.3% from a year ago

Mortgage Loan Funding Clerk, Sr. in New York, NY
Based on our compensation data, the estimated salary potential for Mortgage Loan Funding Clerk will increase 61 % over 5 years.
February 18, 2020