Retail Loan Processor
Summary
Processes retail loan applications, prepares compliant loan documents, and ensures adherence to banking regulations and internal policies in a community-focused bank.
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.
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