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Residential Lending Documentation Specialist, Hales Corners at Associated Bank

Posted in Real Estate 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Milwaukee, Wisconsin

Job Description:

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: or call: (800) 878-3282.


Under general supervision, support the mortgage lending process by providing accurate review of mortgage and financial documents. Consultation with colleagues, technology support and management to identify document trends that can be improved upon. Documentation of system and document errors to assist in improved and more efficient processes. Identifying and indexing mortgage documents.

Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering requirements. Responsible to report any procedure or process that doesn’t meet regulatory requirements including fraud, whether suspected or confirmed, to management. This reporting can be done directly to any member of management, including Human Resources or Corporate Security, or can be reported through Associated’s anonymous Ethics Hotline.

Team Support
Administrative Support


Review Mortgage Cadence Imaging Center website to identify files that need review.
Within Mortgage Cadence Imaging Center, review batches of documents and identify the correct name for the documents that are not recognized by the imaging center software by choosing from a drop down list of frequently used mortgage and financial documents.
Identify and document trends from the imaging center reviews that are to be reported to management and business analysts for process improvement.
Monitor supplies and ensure copier and fax machine have adequate paper and toner.

High School or equivalent combination of education and experience Required

Less than 2 years In a business setting that includes customer service and office support. Required

2-4 years In a financial environment that includes experience with real estate loans. Knowledge of residential loan documents, loan servicing policies and practices, as well as laws and regulations applicable to loan programs, closings and real estate transfers. Preferred

Familiarity with Mortgage and Financial Documents