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Consumer and Mortgage Loan Officer

Cleveland State Bank
Cleveland, WI Full Time
POSTED ON 1/28/2025
AVAILABLE BEFORE 3/27/2025

The Consumer and Mortgage Loan Officer is responsible for soliciting, negotiating, underwriting and coordinating the closing of consumer and residential loans in compliance with the Bank’s lending policies and procedures.

1. Solicits, negotiates, underwrites, and coordinates the closing of consumer and residential loans in compliance with the Bank’s lending policies and procedures.

2. Engages in business development activities and solicitation of new business, and actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services.

3. Assists in attaining established Bank and branch goals through active participation in sales management and officer call programs.

4. Interviews prospective applicants and requests specified information related to loan or credit application, and corresponds or re-interviews applicants to resolve questions regarding application information.

5. Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends.

6. Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval, meets with existing or potential customers, visiting sites of loans, negotiates loan terms and conditions, and approves loans within established lending limits or refers and recommends acceptance to the AVP Consumer and Mortgage Loan Officer or the EVP Retail Services or Loan Committee.

7. Coordinates processing of approved loans, ensures loans are processed according to agreement, customer needs and conform to Bank lending policies, obtains sufficient information and/or documentation from customers, solves problems relative to processing and servicing of loans within his or her portfolio, and approves loan disbursements in accordance with agreements.

8. Ensures that credit inquiries and UCC filings are researched to determine credit worthiness and appropriate collateral positioning are achieved.

9. Ensures that certification or deletion of collateral is made by the appropriate personnel.

10. Negotiates, underwrites and processes renewals of credit facilities.

11. Approves loan payments, draws from lines of credit, and fund transfers within specified limits.

12. Authorizes commitment, engagement, auction and decline letters.

13. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off

Compensation Package:

  • Bonus opportunities
  • Profit sharing

Schedule:

  • Monday to Friday
  • Weekends as needed

Work Location: In person

Salary : $55,000 - $70,000

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