Mortgage Origination Specialist

Posted 7 Days Ago
Be an Early Applicant
54220, Manitowoc, WI, USA
In-Office
Junior
Financial Services
The Role
Review and verify residential mortgage applications, obtain required documentation, update loan and appraisal data in loan processing software, communicate with applicants and lenders, submit completed files to underwriting, monitor pipeline and alerts, prepare commitment letters, and assist in clearing conditions prior to loan closing.
Summary Generated by Built In

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

 #INDBF

Qualifications

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
  • Must have strong communication 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.

Skills Required

  • Experience in mortgage operations and/or banking
  • Ability to establish priorities, organize work, meet deadlines, and adapt to changing priorities in a fast-paced environment
  • Strong verbal communication skills
  • Strong written communication skills
  • Excellent organizational skills
  • High attention to detail
  • Adherence to the bank's Code of Ethics
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The Company
HQ: Hawthorn East
302 Employees
Year Founded: 1894

What We Do

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.

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