Retail Loan Servicer

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 Servicer

A Retail Loan Servicer is primarily responsible for maintaining the accuracy of the loan accounting system, performing post-closing audits and tracking policy and file exceptions. Position requires a good knowledge of loan documentation ensuring loan files are scanned and archived properly. Position also requires excellent customer service, attention to detail, computer skills, and the ability to handle multiple tasks. Candidate must work well in a team environment.

Key Responsibilities

• Perform post-closing tasks including collateral lien perfection, file organization, and loan policy and file exception tracking.
• Clear non-post transaction items from previous day.
• Send daily remittance to Investors, sell/deliver loans to Investors, research rejects and manage repurchased loans.
• Maintain insurance and disburse premiums on escrowed loans.
• Complete daily/monthly balancing of loan general ledger accounts. Research out of balance and outstanding items.
• Handle credit bureau reporting and corrections.
• Complete loan system maintenance and verify maintenance completed by others.
• Set up and verify automatic loan payments
• Input loan information to tax service website for property tax tracking. Research exceptions.
• Mail delinquent tax letters and notify lenders.
• Manage loan payoffs; complete required collateral releases; cancel floods.
• Process construction draws ensuring all approvals and documentation is properly received.
• Manage mortgage insurance portfolio ensuring monthly bills are received and processed timely.
• Research loan system questions or issues.
• Interact with all employees to create and maintain a harmonious, professional and productive atmosphere.
• Perform the duties of other loan servicers as needed
• Perform other duties as may be assigned
• Responsible for complying with our Code of Ethics

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