Top 42 Mortgage advisor Jobs in Wisconsin

Credit Leasing Portfolio Manager (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- 5 years
- Finance
- Driver's License
Quick Apply
Mortgage Loan Officer
Summit Credit Union —Fond du Lac, WI
- Mid-level
- Business development
- Opportunities for advancement
Universal Banker
Wings Credit Union —Windsor, WI
- $22.25 - $23.50 an hour
- Full-time
- Research
- Mid-level
- High school diploma or GED
- Profit sharing
- Paid parental leave
Quick Apply
1d
Mortgage Loan Coordinator
Fairway Independent Mortgage Corporation —Madison, WI
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Mortgage Advisor
The Park Bank —Madison, WI
- Online Application
- Customer service
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Retail Banking Senior Manager
Accenture —Milwaukee, WI
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —Milwaukee, WI
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Wealth Advisor, Director
BMO Financial Group —Madison, WI
- $91,800 - $171,000 a year
- Full-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement
Mortgage Loan Dialer
Fairway Independent Mortgage Corporation —Madison, WI
- Full-time
- Hybrid work
- Research
- 1 year
- Entry level
13d
Regional Community President
WNB Financial NA —Altoona, WI
- 4 hour shift
- Customer service
- 5 years
- Word processing
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Milwaukee, WI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
3d
Financial Advisor
Johnson Financial Group —Hayward, WI
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Private Banker
Morgan Stanley —Milwaukee, WI
- Full-time
- Office
- Analysis skills
- Bachelor's degree
PWM Private Wealth Advisor
U.S. Bank National Association —Madison, WI
- $126,820 - $164,120 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Paid holidays
- Disability insurance
Insurance Advisor
Bradley Prier Agency LLC - American Family Insurance —Lancaster, WI
- $55,000 - $65,000 a year
- Email
- Office
- Communication skills
- Entry level
- Travel reimbursement
- Paid training
Quick Apply
6d
Private Client Services Relationship Manager (RM)
Johnson Financial Group —Milwaukee, WI
- Full-time
- 6 years
- CPA
- Finance
Loan Officer
Fairway Independent Mortgage Corporation —Madison, WI
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Commercial Lines Account Executive - Transportation
Acrisure Midwest Partners Insurance Services, LLC —New Berlin, WI
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Microsoft Office
- Commuter assistance
- Paid parental leave
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Pewaukee, WI
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Senior Premier Relationship Manager
BMO Financial Group —Wauwatosa, WI
- $51,800 - $95,900 a year
- Full-time
- Data analysis skills
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement

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Credit Leasing Portfolio Manager (Title Commensurate with Experience)

Bankers' Bank -
Madison, WI

Quick Apply

Job Details

Full-time

Qualifications

Business development management
Financial sales
Underwriting
Banking analysis in risk and credit
Sales presentations
Driver's License
Customer relationship management
Business development within finance
Relationship building in financial sales
Consultative selling

Full Job Description

Bankers' Bank is a fast-growing, state-chartered financial institution with over $1.5 billion in assets dedicated to supporting community banks for more than 40 years. We deliver a full suite of correspondent banking and financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN.

The Leasing Officer is a sales, revenue-generating role responsible for driving portfolio growth through new business development, relationship expansion, and strategic channel management. This individual will serve as a trusted advisor to community bank partners and their clients, delivering tailored equipment financing solutions while maintaining strong credit discipline. Success in this role requires a consultative sales mindset, strong financial acumen, and the ability to independently originate, structure, and close transactions.

Primary Responsibilities: Sales and Relationship Management (75-85%)

Drive new business production by originating leasing opportunities through community bank partners and their commercial clients
Proactively generate pipeline through outbound calling, referrals, and targeted business development efforts
Develop and manage strategic relationships with assigned and prospective bank partners
Lead customer and partner meetings, presentations, and training sessions to promote leasing capabilities to originate new business
Structure and price leasing transactions to meet customer needs withing pricing guidelines
Prepare clear, concise credit presentations aligned with underwriting standards to ensure compliance with internal underwriting policies and applicable regulatory requirements
Analyze financial statements and creditworthiness to support transaction structuring and approval
Assess collateral values and associated risks within equipment leasing structures
Collaborate with SVP – Leasing on product strategy, including enhancements, modifications, and new product development

Secondary Responsibilities: CreditPortfolio Management (15-25%)

Cross-sell Bankers' Bank products and services by maintaining a strong understanding of the full platform
Provide marketing and program support to partner banks to improve adoption and execution
Represent Bankers' Bank at industry events and trade associations to build brand awareness and generate new opportunities
Partner with credit and asset management teams to support portfolio performance and risk mitigation

Qualifications

Required

Bachelor's degree in finance, accounting, banking, or related discipline (or equivalent experience)
5+ years of experience in leasing, commercial lending, or financial services sales
Demonstrated success in consultative sales and relationship management
Working knowledge of commercial credit analysis and underwriting principles
Strong communication, presentation, and business development skills
Ability to travel regularly to support client and partner relationships
Valid driver's license

Preferred

Experience working with or selling through community bank channels
Understanding of equipment finance products and structures
Formal training in sales and/or credit analysis
Knowledge of lease accounting and tax treatment considerations

Position requires regular business travel, including overnight stays and operation of a motor vehicle.

Quick Apply

Refine Your Search

mortgage advisor jobs in wisconsin

Credit Leasing Portfolio Manager (Title Commensurate with Experience)

Mortgage Loan Officer

Universal Banker

Mortgage Loan Coordinator

Mortgage Advisor

Retail Banking Senior Manager

Sales Training Program – Reverse Mortgage Loan Officer

Wealth Advisor, Director

Mortgage Loan Dialer

Regional Community President

Wealth Advisor - PNC Wealth Management

Financial Advisor

Private Banker

PWM Private Wealth Advisor

Insurance Advisor

Private Client Services Relationship Manager (RM)

Loan Officer

Commercial Lines Account Executive - Transportation

Financial Advisor - PNC Wealth Management

Senior Premier Relationship Manager

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