Consumer Direct Mortgage Loan Officer - Milwaukee

At UW Credit Union, we believe in the power of homeownership to transform lives and strengthen communities. Our Mortgage Team is excited to be hiring a Consumer Direct Mortgage Loan Officer in the Milwaukee market—join us in making a lasting impact!

You’ll manage incoming mortgage applications from web-based consumer leads with a strong focus on delivering exceptional service and ensuring compliance with all regulatory and company policies and procedures.

As a Consumer Direct Mortgage Loan Officer, you will guide applicants through the mortgage process by collecting and analyzing financial information, recommending appropriate loan products, and explaining their benefits.

The ideal candidate is knowledgeable in mortgage lending, excels in communication, and is committed to helping members find the best financial solutions for their home financing needs.

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a nationally recognized Top Workplace, and a multi-year recipient of Milwaukee Journal Sentinel’s Top Workplace, Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces to receive:  

• 2 weeks paid caregiver leave.
• 2 weeks paid new child parental leave.
• 2 days paid volunteer time.
• 11 paid holidays (includes your birthday!)
• Ample paid time off
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Generous variable reward bonus
• Competitive health plan options, including domestic partner eligibility.
• And more!

What You’ll Do

• Originate and fund Consumer Direct mortgage loans through inbound web applications and phone inquiries.
• Educate members on mortgage products, including Rapid Refinance options, and recommend solutions aligned with their financial goals.
• Provide exceptional digital and in-person service by scheduling milestone check-ins and clearly communicating loan timelines and responsibilities.
• Manage a robust loan pipeline, ensure timely follow-up, and maintain accurate status updates on all applications.
• Collaborate with internal teams and external partners (e.g., realtors) to support a smooth loan process from application to closing.
• Meet or exceed monthly loan production, service level, and referral goals.
• Build strong member relationships by identifying opportunities to cross-sell additional UW Credit Union products and services.
• Maintain compliance and operational excellence through accurate documentation, timely processing, and ongoing quality assurance.
• Contribute to team and organizational success by participating in trainings, projects, and continuous improvement initiatives.
• Demonstrate professionalism, teamwork, and a commitment to UWCU’s service standards in all member and staff interactions.

What You’ll Need to Succeed

• Associate degree in Finance, Business, Marketing, Banking, or related field
• 7 months to 1 year of mortgage loan origination experience
• Must be or become federally registered with NMLS.
• Understanding of real estate lending laws and secondary market/investor guidelines
• Knowledge of fair lending policies and guidelines including, but not limited to, the Equal Credit Opportunity Act, The Fair Housing Act, and the Home Mortgage Disclosure Act.
• Exceptional customer service skills and the ability to cultivate and build relationships.
• Ability to process paperwork accurately and efficiently.
• Strong time management and organizational skills
• Proficiency in loan origination systems, Microsoft Office, and digital tools

UW Credit Union is dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment, hiring, development, and promotion processes are based on an individual’s qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristics protected by federal, state, or local laws. If you require a reasonable accommodation for any part of the employment process, please email employment@uwcu.org.