Retail Loan Booking Specialist

Job Description

Job Description

Why Work at Bank First

At Bank First, we’re not just a bank—we’re a community. Consistently ranked among the top-performing banks in the U.S. and Wisconsin, and recognized by American Banker as one of the “Best Banks to Work For”. We combine professional excellence with a culture that truly values people. When you join Bank First, you’re joining a team that invests in your growth, supports your well-being, and celebrates your contributions.

Why You’ll Love Working Here

Imagine a workplace where:

• Your career growth is supported through training, mentoring, and advancement opportunities
• Flexibility allows you to balance work and life without compromise
• Your contributions directly impact guests and communities you care about
• You’re part of a culture built on respect, collaboration, and empowerment

At Bank First, you don’t just fill a role—you make a difference. Every interaction matters, and every team member helps shape the experience our guests love.

About the Role: Retail Loan Processor

This position is primarily responsible for preparing loan documents which adhere to the guidelines of Bank First Loan Policy and federal regulations. This position requires a good knowledge of loan processing and documentation, good customer service skills, attention to detail, computer skills, the ability to handle multiple tasks and work well in a group environment.

Key Responsibilities

• Review loan applications to ensure the banks and secondary market standards are being met and communicate recommendations if standards are not being met.
• Accurately prepare, process loan documents using software applications and computer systems.
• Prepare and review early disclosure and closing packages.
• Actively process multiple loans each day while multitasking.
• Prioritize work flow so sensitive files are handled in a proper order.
• Assure compliance with all regulatory and governmental standards, guidelines, rules and regulations, and the applicable state regulatory authorities, and applicable federal, state and/or local ordinances, administrative regulations and statutes.
• Interact with all employees to create and maintain a harmonious, professional and productive atmosphere.
• Perform the duties of other loan processors as needed.
• Adhere to the bank's Code of Ethics.
• Perform other duties as may be assigned.

What We’re Looking For

• Experience in mortgage operations and/or banking preferred
• Must be able to establish good working priorities, organize work, meet deadlines and adjust to changes in priorities in a fast-pasted working environment.
• Must have strong communication skills
• Must have strong written skills
• Excellent organizational skills
• Attention to details

About Bank First

Headquartered in Manitowoc, Wisconsin, Bank First serves communities across Wisconsin and the Illinois Stateline region. Our growth is built on relationship-based banking—getting to know our guests personally and helping them create lasting value.

Our Culture & Vision

We foster curiosity, creativity, and responsiveness while embracing individual differences. Employees are empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.

Our Values

Relationship Based | Community Focused | Innovative Solutions | Value Driven

Join Bank First and build a career where your contributions matter, your growth is supported, and your work makes a difference every single day.