What are the responsibilities and job description for the Licensed Financial Services Examiner - Mortgage Banking position at State of Wisconsin?
Introduction
Are you skilled in accounting, auditing, and/or financial management practices and seeking a challenging and rewarding career which protects consumer’s financial interests?
Apply today to become a Licensed Financial Services Examiner (Consumer Credit Examiner) for the Department of Financial Institutions!
We are seeking detail-oriented individuals who are adept at reviewing and examining the financial reports and statements of licensees regulated by the Licensed Financial Services Bureau of the Department of Financial Institutions, including mortgage brokers, mortgage bankers, and mortgage loan originators.
May 2026 graduates are strongly encouraged to apply!
Grow your career with us! This classification series provides opportunities for advancement as knowledge and experience is gained.
This full-time permanent position is headquartered at and required to work from the Hill Farms State Office Building on the near west side of Madison, WI at least 2 days per week. We are also conveniently located close to the restaurants, shopping, and entertainment of the Hilldale Mall. This position offers a hybridized work schedule. All employees working a hybrid work schedule are generally expected to telework from within the State of Wisconsin. This topic will be discussed more at the time of the interview.
The Department of Financial Institutions (DFI) ensures the safety and soundness of Wisconsin’s financial institutions, protects consumers of financial services and facilitates economic growth. The agency regulates and licenses financial service providers who do business in Wisconsin. Find out more about DFI here!
Benefits
DFI is a great place to work! In addition to meaningful and rewarding work, we offer a competitive benefits package featuring:
Position Summary
The Consumer Credit Examiner position is primarily responsible for conducting examinations, investigating complaints, analyzing financial reports and reviewing applications of licenses regulated by the Licensed Financial Services Bureau. This includes reviewing licensee’s financial statements, annual reports, and business activity records in detail to determine compliance with laws, regulations and rules, and analyzing the financial statements to determine financial stability and responsibility.
This position also prepares reports to summarize and present the examination findings, identifying any specific violations of laws and regulations, weaknesses in the licensee’s financial condition, fitness of the licensee’s management and any other notable practices. In addition, the incumbent will ensure the records are complete, up to date and accurate and work to resolve issues with the licensee if problems are detected.
Salary Information
This position is in schedule-range (07-04) with an annual salary of $59,404 - $65,769 (or $28.56 - $31.62 per hour), plus excellent benefits. A twelve-month probationary period is required. Pay for current state employees will be set in accordance with the Wisconsin State Compensation Plan.
This classification series is eligible to receive up to a total of four sequential $1.50 per hour add-ons once criteria of each level is met.
Job Details
This position requires the ability to travel independently for infrequent day and overnight travel.
Prior to any appointments for position(s) filled from this announcement, candidates may be subject to a comprehensive criminal background check.
This state agency does not sponsor work visas. This state agency is not enrolled in USCIS E-Verify and is not eligible to employ international F-1 students seeking STEM-OPT extension. Any appointment made will be contingent on the applicant being able to prove valid status to work in the United States.
Qualifications
Qualified applicants, at a minimum, must detail having training in or experience performing all the following in order to be considered:
Apply online! To apply, click “Apply for Job” to start the application process. Then, you will access your existing account or to create a new account if you don’t have an account. Once you are logged in, click “Apply for Job.” Follow the steps outlined in the application process and submit your application.
This application requires you to submit a resume and letter of qualifications. Within your resume and letter of qualifications, you should describe your education, training, and experience as it relates to items listed in the “Qualifications” section of the job announcement. Your application materials are very important parts of your application and are used during our evaluation process to determine your eligibility for the position. For instructions on how to develop and what should be included in these materials, please view the Resume and Letter of Qualifications Tips document. Please view the ensuring a fair and equitable hiring process document to find out more information on the State of WI selection process. The vast majority of applicants are able to outline their background and experience in their resume within 1-3 pages. Any resumes or letters of qualifications submitted with more than 3 pages will not be considered after page 3.
Permanent classified state employees who are eligible for consideration (transfer or voluntary demotion) should complete the application process as described above by the stated deadline.
The State of Wisconsin offers a special program for qualified veterans with a 30% or greater service-connected disability. If you are a qualified veteran, please visit the Veterans Employment page and review method 2 for application instructions to be considered for the Veterans Non-Competitive Appointment program.
Submitted materials will be evaluated by a panel of job experts and the most qualified applicants will be invited to participate in the next step of the selection process. For general wisc.jobs user information and if you are experiencing issues and need technical assistance, please see the wisc.jobs Frequently Asked Questions page. Questions related to obtaining the job description and details about this specific job posting can be directed to Vicki Kaul at vicki.kaul@dot.wi.gov or 608-261-6302.
Deadline to Apply
All application materials must be received by 11:59 p.m. CST on June 1st, 2026.
Are you skilled in accounting, auditing, and/or financial management practices and seeking a challenging and rewarding career which protects consumer’s financial interests?
Apply today to become a Licensed Financial Services Examiner (Consumer Credit Examiner) for the Department of Financial Institutions!
We are seeking detail-oriented individuals who are adept at reviewing and examining the financial reports and statements of licensees regulated by the Licensed Financial Services Bureau of the Department of Financial Institutions, including mortgage brokers, mortgage bankers, and mortgage loan originators.
May 2026 graduates are strongly encouraged to apply!
Grow your career with us! This classification series provides opportunities for advancement as knowledge and experience is gained.
This full-time permanent position is headquartered at and required to work from the Hill Farms State Office Building on the near west side of Madison, WI at least 2 days per week. We are also conveniently located close to the restaurants, shopping, and entertainment of the Hilldale Mall. This position offers a hybridized work schedule. All employees working a hybrid work schedule are generally expected to telework from within the State of Wisconsin. This topic will be discussed more at the time of the interview.
The Department of Financial Institutions (DFI) ensures the safety and soundness of Wisconsin’s financial institutions, protects consumers of financial services and facilitates economic growth. The agency regulates and licenses financial service providers who do business in Wisconsin. Find out more about DFI here!
Benefits
DFI is a great place to work! In addition to meaningful and rewarding work, we offer a competitive benefits package featuring:
- Substantial leave time including at least 3.5 weeks of paid leave time to start, 9 paid holidays, and 130 hours of sick time that roll over each year.
- Excellent and affordable health, vision, and dental benefits (health plan options start at just $42/month for single plans and $104/month for family plans after two months of employment)
- A casual office atmosphere, flexible work schedules, and telework options depending on the position’s requirements
- An exceptional pension plan with employer match and lifetime retirement payment, plus an optional tax advantaged 457 retirement savings plan
- Well Wisconsin Wellness Program
- A free and confidential employee assistance program that offers employees and their immediate family dependents a variety of tools, resources, and professional consultation services to support their health, goals, and overall well-being
- Use this Total Rewards Calculator to see the total value of our competitive benefits package!
Position Summary
The Consumer Credit Examiner position is primarily responsible for conducting examinations, investigating complaints, analyzing financial reports and reviewing applications of licenses regulated by the Licensed Financial Services Bureau. This includes reviewing licensee’s financial statements, annual reports, and business activity records in detail to determine compliance with laws, regulations and rules, and analyzing the financial statements to determine financial stability and responsibility.
This position also prepares reports to summarize and present the examination findings, identifying any specific violations of laws and regulations, weaknesses in the licensee’s financial condition, fitness of the licensee’s management and any other notable practices. In addition, the incumbent will ensure the records are complete, up to date and accurate and work to resolve issues with the licensee if problems are detected.
Salary Information
This position is in schedule-range (07-04) with an annual salary of $59,404 - $65,769 (or $28.56 - $31.62 per hour), plus excellent benefits. A twelve-month probationary period is required. Pay for current state employees will be set in accordance with the Wisconsin State Compensation Plan.
This classification series is eligible to receive up to a total of four sequential $1.50 per hour add-ons once criteria of each level is met.
Job Details
This position requires the ability to travel independently for infrequent day and overnight travel.
Prior to any appointments for position(s) filled from this announcement, candidates may be subject to a comprehensive criminal background check.
This state agency does not sponsor work visas. This state agency is not enrolled in USCIS E-Verify and is not eligible to employ international F-1 students seeking STEM-OPT extension. Any appointment made will be contingent on the applicant being able to prove valid status to work in the United States.
Qualifications
Qualified applicants, at a minimum, must detail having training in or experience performing all the following in order to be considered:
- Interpreting or applying regulations, policies and/or procedures.
- Utilizing Microsoft Office Suite and/or other financial software (i.e. accounting software, loan/bank/collections account software, etc.).
- Professional work experience performing financial, banking, bookkeeping, lending, insurance, marketing, investing, or similar functions or related educational coursework.
- Professional work experience and/or college degree in accounting, finance, economics, business administration, or closely related business area.
- Analyzing financial statements to identify trends or evaluate an entity.
- Applying Generally Accepted Accounting Principles (GAAP).
- Completing auditing procedures.
Apply online! To apply, click “Apply for Job” to start the application process. Then, you will access your existing account or to create a new account if you don’t have an account. Once you are logged in, click “Apply for Job.” Follow the steps outlined in the application process and submit your application.
This application requires you to submit a resume and letter of qualifications. Within your resume and letter of qualifications, you should describe your education, training, and experience as it relates to items listed in the “Qualifications” section of the job announcement. Your application materials are very important parts of your application and are used during our evaluation process to determine your eligibility for the position. For instructions on how to develop and what should be included in these materials, please view the Resume and Letter of Qualifications Tips document. Please view the ensuring a fair and equitable hiring process document to find out more information on the State of WI selection process. The vast majority of applicants are able to outline their background and experience in their resume within 1-3 pages. Any resumes or letters of qualifications submitted with more than 3 pages will not be considered after page 3.
Permanent classified state employees who are eligible for consideration (transfer or voluntary demotion) should complete the application process as described above by the stated deadline.
The State of Wisconsin offers a special program for qualified veterans with a 30% or greater service-connected disability. If you are a qualified veteran, please visit the Veterans Employment page and review method 2 for application instructions to be considered for the Veterans Non-Competitive Appointment program.
Submitted materials will be evaluated by a panel of job experts and the most qualified applicants will be invited to participate in the next step of the selection process. For general wisc.jobs user information and if you are experiencing issues and need technical assistance, please see the wisc.jobs Frequently Asked Questions page. Questions related to obtaining the job description and details about this specific job posting can be directed to Vicki Kaul at vicki.kaul@dot.wi.gov or 608-261-6302.
Deadline to Apply
All application materials must be received by 11:59 p.m. CST on June 1st, 2026.
Salary : $59,404 - $65,769