Bank First

Retail Loan Booking Specialist

Bank First  •  Manitowoc, WI (Onsite)  •  3 months ago
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Job Description

Job Location: Bank First Ops Center - Manitowoc, WI 54220
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.
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
#INDBF

QualificationsCompetencies:
- Honesty, Integrity and Ethics - to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company’s accepted principles of moral conduct
- Accountability – the extent to which an individual is willing to accept responsibility
- Adaptability – the extent to which an individual can fit into a changing working environment.
- Decision Making – the ability to select an effective course of action while controlling resources and expenditures
- Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others.  The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust
- Oral Communication - to communicate with clarity in order to clearly understand other's message and intent, and to be able to receive and process feedback
- Written Communication - to be able to write concise clear letters, reports, and emails, including proofing and editing.
- Detail Oriented - the ability to pay meticulous attention to all aspects of a situation or task, no matter how small
- Time Management - the ability to effectively utilize time for the completion of necessary job tasks
- Results oriented- the ability to drive behaviors to emphasize achievement. The ability to be self-directed towards accomplishments, be action oriented, enjoy challenges, and pursue opportunities
- Innovative-to go beyond the conventional, a willingness to try different solutions, and to encourage new ideas
Skills/knowledge/abilities:
- 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
This job description does not constitute an exhaustive list of responsibilities and management may revise at any time
Bank First

About Bank First

Bank First is headquartered in Manitowoc, Wisconsin. Through a combination of acquisitions and de novo offices, our Bank has expanded to serve the financial needs of those throughout Wisconsin. Our growth has been achieved through our relationship-based model of banking. We take pride in knowing our customers on a personal level and working together to create value for themselves, their families, and the communities in which we live.

As a result of our growth throughout the State of Wisconsin, our valued customers have access to an increased lending capacity, a wider range of products and services, an expanded branch network, and a larger team of bankers dedicated to providing superior financial solutions that are value driven. Bank First employs over 300 full-time equivalent staff and has been consistently named one of the best banks to work by American Banker.

At Bank First, we strive for excellence, not only for our customers, but for our employees, community, and shareholders as well. Our focus on excellence has resulted in Bank First being recognized as one of the top performing banks in the United States. We are one of 26 banks in the country to be awarded the Raymond James Community Bankers Cup. The award recognizes the top 10% of community banks in the nation based on profitability, operational efficiency, and balance sheet metrics. Additionally, we have been recognized on the Keefe, Bruyette & Woods Bank Honor Roll.

As Bank First looks to the future, we will continue to focus on our relationship-based model of banking and expanding our reach throughout the State of Wisconsin. Bank First will continue to expand through organic growth and in the form of de novo branches and strategic acquisitions in the coming years and is excited for the opportunity to provide superior products and services to a larger base.

Member FDIC | Equal Housing Lender.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Manitowoc, WI
Year Founded
1894
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