Mortgage Strategy & Solutions Specialist

Waukesha State Bank is seeking a detail-oriented and creative Mortgage Strategy & Solutions Specialist to join our team. In this role, you will provide analysis and recommendations across mortgage operations, servicing, strategy, marketing, technology, risk management, and compliance to drive business growth. You'll support day-to-day operations through data analysis, risk assessments, project deliverables, and reporting, while developing and enhancing dashboards, SQL queries, and data visualizations to track KPIs and KRIs. You'll also conduct industry research, analyze loan portfolios, and provide insights into loan pricing, securitization preparation, and collateral management.

Collaboration is key to success in this position. You'll work closely with origination, servicing, secondary marketing, audit, compliance, and technology teams to gather requirements, design solutions, update procedures, and support process improvements. You'll play an active role in change management initiatives, ensuring adoption of new systems and processes while maintaining regulatory and investor compliance. As a liaison across multiple teams, you'll help align business goals, lead or delegate project work, and support the Mortgage Team with administrative planning and special events. This role offers the opportunity to make a meaningful impact in shaping mortgage operations and driving efficiency.

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.

This is an onsite position in Waukesha County, WI

Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.

EOE Disability / Vet