Retail Loan Processor

Bank First NA
  • Beloit, WI
    28 days ago

    Job Description

    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
    • Attention to details

    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.

    Numbers & Facts

    LocationBeloit, WI

    Skills

    • Bank Managementunmatched
    • Banking Operationsunmatched
    • Banking Servicesunmatched
    • Communication Skillsunmatched
    • Computer Skillsunmatched
    • Computer Softwareunmatched
    • Computer Systemsunmatched
    • Consumer Loansunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Establish Prioritiesunmatched
    • Federal Laws and Regulationsunmatched
    • Financial Servicesunmatched
    • Government Standardsunmatched
    • Loan Documentsunmatched
    • Loan Policyunmatched
    • Loan Processingunmatched
    • Loan Reviewunmatched
    • Mentoringunmatched
    • Mortgageunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Secondary Marketsunmatched
    • State Laws and Regulationsunmatched
    • State Ordinancesunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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