Originates residential loans across FHA, VA, USDA, conventional, construction, and portfolio products. Generates external loans, analyzes financial information, explains lending products and policies, and ensures loan documentation meets underwriting criteria. Serves customers in the Hartland and Delafield communities while working with dedicated underwriters and processors.

Monitors commercial loan insurance requirements, follows up on missing or expired policies, verifies documentation, updates internal systems, coordinates force-placed insurance, supports audits and legal requests, resolves insurance issues, maintains procedures, trains coworkers, and provides backup loan servicing support.

Provides customer support for online account opening, digital banking, mobile banking, debit cards, and phone banking. Troubleshoots escalated system and process issues, processes account applications, maintains CRM and BPM workflows, prepares reports, tests and documents system updates, and recommends improvements through analysis and research. Partners cross-functionally on new products, services, systems, and customer experience enhancements.