Mortgage Loan Officer Assistant
Bell Bank
Madison, WI · Posted October 26, 2026
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Where Madison, WI ranks
Where Madison, WI placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #8Best all-round cities for new graduates in the Great Lakes49 / 100 · of 16
- #8Best all-round cities for remote workers in the Midwest57 / 100 · of 20
- #8Best all-round cities for remote workers in the Great Lakes57 / 100 · of 16
- #10Cities with the most jobs that do not need a four-year degree in the Great Lakes56 jobs · of 36
- #11Best cities for entry-level jobs that want AI skills in the Great Lakes4% · of 38
- #11Best all-round cities for new graduates in the Midwest51 / 100 · of 20
Rankings about sales jobs
- Best cities for sales jobs #1 New York (2,774 openings)
- Best cities for sales pay after cost of living #1 Santa Clara ($175k)
- Most requested AI skills in sales jobs #1 AI tools in daily work (4.1%)
- AI tools named most often in sales jobs #1 Gong (0.93%)
- Employers with the most sales jobs #1 Charter Communications (389 roles)
How AI is used in this kind of work
Among loan interviewers and clerks, AI is already used for some of the tasks. Measured exposure for loan interviewers and clerks: 20% (some).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Under supervision and management of the loan officer, this position helps build a team with the goal of growing and expanding the team's business while ensuring the highest possible level of customer service to the team's clients.
Primary Duties:
Assist loan officer in managing new and existing loan volume.
Assist the loan officer with marketing their services.
Maintain customer database and assist in marketing to previous mortgage customer to increase volume.
Assist and maintain contact with clients, realtors, builders and others to maintain and deepen relationships to foster new business opportunities.
Keep informed of the trends and developments in the general real estate industry as well as the changing rules and regulations pertaining to all 1st mortgage origination.
Provide high level of assistance to internal and external customers in person and on the phone.
Review all documents for completeness and compliance with investor requirements.
Follow up on missing documents.
Maintain comprehensive understanding of the loan origination process and all functions within the processing and closing departments.
Ensure adherence to lending compliance requirements and internal procedures.
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
Perform other duties as assigned.
Job Skills Required:
Minimum of two years of mortgage banking experience.
Working knowledge of standard loan products in the industry and familiarity with underwriting guidelines.
Skills specific to mortgage origination and processing preferred.
Excellent customer service and communication skills.
Ability to work with Bell systems and procedures.
Ability to support the loan officer in technology.
Ability to function efficiently and effectively under deadlines and stress while maintaining a professional and mature profile.
Bell Bank provides competitive compensation and an excellent benefits package.