Retail Loan Booking Specialist

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Full Time Beloit, WI, US

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.

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.

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.

• 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.

• 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

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.

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.

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.