Retail Loan Booking Specialist

ADP, Inc.; Manitowoc (WI); On-site; USD 40,000 - 55,000; Full time

Job summary

Bank First is seeking a Retail Loan Processor in Beloit, WI. The role focuses on preparing loan documents in line with Bank First policies and federal requirements, while delivering strong customer service and detailed accuracy.

The position requires knowledge of loan processing, attention to detail, and ability to multitask in a collaborative team setting. The role emphasizes compliance, timely processing, and teamwork to support guests and communities we serve.

Qualifications

• Experience in mortgage operations and/or banking preferred.
• Ability to set priorities, meet deadlines, and adapt to a fast-paced environment.
• Strong written and verbal communication skills.

Responsibilities

• Review loan applications to ensure compliance with bank and secondary market standards.
• Prepare and process loan documents using banking software and systems.
• Compile and review disclosures and closing packages.
• Multi-task and process multiple loans daily while maintaining accuracy.
• Maintain regulatory compliance and professional conduct in interactions.

Skills

Mortgage operations

Banking

Communication

Written skills

Organizational skills

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Retail Loan Booking Specialist

Full Time Beloit, WI, US

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.

What 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-pasted working environment.
• Must have strong communication skills
• Must have strong written skills
• Excellent organizational skills

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.