Jobs and Careers
BA

Retail Loan Booking Specialist

Bank First
United Statesfull_timeVerifiedPosted 27 Jul 2026

About the role

Job DetailsJob Location: Bank First Ops Center - Manitowoc, WI 54220Why 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 Booking Specialist

This role is mainly responsible for inputting retail loans into the loan core system and ensuring that loan files are properly scanned and organized. The position requires a solid understanding of loan documentation, attention to detail, proficiency with computers, the capacity to manage multiple tasks, and the ability to collaborate effectively within a team.

 

Key Responsibilities

Book incoming closed loans to our system while checking for accuracy
Complete booking loan maintenance
Record security documents for collateral
Scan loan documents into our system for file retention and file loan notes.
Log and sort incoming mail including our interoffice bags on a daily basis.  
Work with title companies to secure our final title.  
Work with lenders to complete and clear exceptions.
Log incoming loans and go through incoming mail
Complete weekly duties
Perform other duties as assigned

 #INDBFQualificationsWhat 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-paced 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.

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Bank First

View company profile →