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Loan Originator Assistant - (North Region IL & WI)

Wintrust Financial

Company : Wintrust Financial

Location : Madison, WI, 53703

Posted Date : 15 September 2025

Job Type : Other

Category : Banking & Finance

Occupation : Loan Originator

Job Details

Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, were dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial services company with more than $66 billion in assets.

Why join us?

  • An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)

  • Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

  • Family-friendly work hours

  • With 175+ community bank locations, we offer opportunities to grow and develop in your career

  • Promote from within culture

Why join this team?

  • We have a culture that encourages an entrepreneurial spirit

  • We offer multiple opportunities for development and upward mobility

As a Loan Originator Assistant, responsibilities include:

  • Assist in the origination, processing, and closing of loans.

  • Monitor the status of each file and ensure accurate and efficient processing through closing to include guideline research.

  • Review files to ensure completeness, accuracy, and compliance.

  • Work with internal and external customers.

  • Reach out to referral sources (attorneys, agents, etc.) on the Loan Officers behalf.

  • Assist in marketing the Loan Officers services to new prospective referral partners, by utilizing marketing materials.

  • Manage day-to-day transactions and relationships with customers and vendors.

  • Meet with potential borrowers to analyze financial situation and needs for purchase or refinance, gather necessary documentation for the loan process, etc.

  • Provide necessary documentation to processing and underwriting departments to ensure timely loan closings.

  • Must have a working knowledge of mortgage loans and or/loan procedures.

  • Other duties as assigned.

Job Requirements:

  • Must have excellent multi-tasking, interpersonal, organizational, communication (both written and oral), and telephone etiquette skills.

  • Must be a self-starter, motivated, energetic, with excellent time-management skills.

  • Ability to work independently and take direction.

  • Updated and Current knowledge of Fannie/Freddie guidelines.

  • Must possess a working knowledge of computers to include MS Word, Excel, and Internet.

  • Minimum of 3-5 years (current) mortgage banking experience or related experience in sales/marketing.

  • Encompass experience preferred.

Benefits:

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

Compensation:

The minimum estimated hourly rate for this role is $15.00, along with eligibility to earn monthly commissions. Actual pay rate may vary based on several factors, such as a candidates location, qualifications, skills, and experience.

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

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