12 loan officer jobs found

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

Serve as Program Manager for large and/or complex, multi-million-dollar, multi-year strategic programs and enterprise level work initiatives for SECURA Insurance. The Program Manager is aligned to a functional business area and works closely with those in a business owner role along with their Product Owner(s) and IT Supervisor(s) to ensure the team’s work is effectively planned and executed.  RESPONSIBILITIES:  Responsible for overall program management of multi-million dollar, multi-year strategic programs and projects for SECURA Insurance  Define program governance (controls) and ensure that all the projects within the program follow the standard procedures that are used in the management and deployment of projects per the EPMO  Partner with senior executives across the company to facilitate successful stewardship and governance of corporate programs and projects  Manage key vendor relationships, including overseas vendors, engaged on corporate programs and...

Serve as Project Manager for medium-to-large IT and business projects for SECURA Insurance. Strong organizational, communication, and technical skills are essential, along with experience in both SCRUM/Agile and traditional project management practices.  RESPONSIBILITIES:   Manage projects utilizing SCRUM/Agile and traditional practices to deliver on time, within scope and budget  Develop project plans including timelines, milestones, and resource allocation that provide alignment to strategic objectives  Maintain project financial responsibilities (budget and forecasting)  Utilize departmental processes and tools to track project tasks and deliverables  Communicate project expectations to team members and stakeholders  Elicit cooperation from a wide variety of sources including vendor engagements   Manage issues and risks using appropriate escalation when necessary  Measure project performance using appropriate tools and techniques  Provide regular project...

This is a hybrid role, with the associate required to be in the office 4 days per week. This internship is an excellent opportunity to gain hands-on Business Analyst experience in the rapidly growing field of Artificial Intelligence (AI). As a Business Analyst Intern, you will learn and assist in identifying and analyzing business processes that will be use AI technologies. You will work closely with business stakeholders and IT professionals to gather requirements, document processes, and create test cases, Additionally, you will be involved in quality assurance testing and Level One production support for AI projects, ensuring the quality and effectiveness of solutions. The ideal candidate will graduate May 2027 or later with a degree in technology, business analyst, information systems, business, or a related field. This internship is 40 hours per week during the summer, (8:00am – 4:30pm), and part-time during the school year (approximately 20 hours per week, based on your...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Benefits Specialist to join our growing team in Milwaukie, WI! The Benefits Specialist assists the Account Team in servicing the benefit consulting responsibilities of the employee benefit clients. Utilizes technical expertise to retain present clients.  Administers marketing and renewal functions. Assists client with daily service functions. To acquire a knowledge of all phases of the roles within the Employee Benefits Department. How You Will Contribute:   Basic level of compliance, benchmarking, renewal & marketing, reporting & analytics and able to perform these functions with little guidance. Supports onboarding new clients. Assist clients with daily service functions and frequent ad hoc requests. Create, review and edit employee benefit guides, benefit manuals and other...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a P&C Producer for its team in Milwaukee, WI ! The primary responsibilities of this role are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager. How You Will Contribute:   Prospect, develop, propose and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal referrals Renew existing customers every year Assist in the collection of required...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a P&C Producer for its team in Milwaukee, WI ! The primary responsibilities of this role are to sell and renew insurance to businesses in this community and region. Our team environment will provide you with a wealth of resources to help you reach your full potential. New sales are the focus of the position and cross sales of existing clients is also encouraged. As a full service agency, we can bring Personal Insurance, Commercial Insurance and Employee Benefits products to our customers. You will report directly to our Sales Manager. How You Will Contribute:   Prospect, develop, propose and bind new business Actively pursue new customer prospects through telemarketing, networking, and personal referrals Renew existing customers every year Assist in the collection of required coverage...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown  is seeking an Employee Benefits Producer to join our growing team in Milwaukee, WI The Employee Benefits Producer will report to the Sales Leader. Primary responsibilities are to sell new group Employee Benefit Insurance, assist as needed within the department, and manage assigned existing accounts or other duties as determined by your supervisor. How You Will Contribute: Prospect for new business every day to identify client's insurance and needs for Brown & Brown products or services Actively pursue new client prospects through telemarketing, networking, and personal referrals Participate in professional development activities to continue improving knowledge base needed for employee benefits Maintain the proper documentation for existing and prospective clients Acquire and/or...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   Office Leader to join our growing team in   Milwaukee, WI!   The Office Leader serves as the local market’s sales and execution leader, driving revenue growth and fostering a high-performance culture. This role is accountable for leading by example—maintaining and growing a personal book of business—while coaching and inspiring producers to achieve aggressive growth goals. The Office Leader is deeply engaged in the local community, builds strong carrier and client relationships, and ensures seamless day-to-day execution of business priorities. This is not an administrative role; it is a front-line leadership position focused on market growth and team success.     How You Will Contribute:     Maintain and actively grow a personal book of business...

Position Title Branch Banking Client Consultant I   Location Mountain, WI 54149   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative C lient Experience :...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown has an exciting opportunity available for an Account Representative supporting our growing team in Milwaukee, WI! The Account Rep. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company.  How You Will Contribute : Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries. Responds directly and promptly to client inquiries and requests Ensure policies follow coverages as quoted, proposed and bound. Collect client specification data. Promptly responds to requests for data and questions from clients, underwriters and internal staff. Responsible for new client...