Retail Loan Booking Specialist

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 Booking Specialist This role is mainly responsible for inputting retail loans into the loan core system and ensuring that loan files are properly scanned and organized. The position requires a solid understanding of loan documentation, attention to detail, proficiency with computers, the capacity to manage multiple tasks, and the ability to collaborate effectively within a team.

Key Responsibilities Book incoming closed loans to our system while checking for accuracy

Complete booking loan maintenance

Record security documents for collateral

Scan loan documents into our system for file retention and file loan notes.

Log and sort incoming mail including our interoffice bags on a daily basis.

Work with title companies to secure our final title.

Work with lenders to complete and clear exceptions.

Log incoming loans and go through incoming mail Complete weekly duties

Perform other duties as assigned#INDBFWhat 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-paced 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.
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