Mortgage Origination 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: Mortgage Origination Specialist

The Mortgage Origination Specialist reviews residential loan applications and works with Lenders to verify that the application data is complete, accurate and meets guidelines; including type and amount of mortgage, borrower's assets, liabilities, length of employment, income, appraisal data and any other information that may be needed to process the application. The specialist will inform underwriting of any discrepancies during the review and verification process prior to submission of the completed mortgage loan application.

Key Responsibilities

• Use loan processing software to process loan applications
• Communicate with applicants to obtain required documentation
• Send out verifications of employment and deposit
• Compute income and update loan data in software from information received from verifications
• Update appraisal information and send completed appraisals and evaluations to applicants
• Keep software communication tools current so lenders can easily see the status of their files
• Submit completed files to Underwriting
• Monitor the pipeline and alerts in the software daily
• Prepare commitment letters for purchase transactions
• Work with lenders to clear conditions prior to loan closing
• Perform other duties as may be assigned
• Adhere to the bank's Code of Ethics

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