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

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