Loan Operations Assistant

2 months ago

Itasca, United States ITASCA BANK & TRUST Company Full time
Job DescriptionJob Description


Itasca Bank & Trust Co. is an independently owned, local community bank with locations in Itasca and Roselle. Itasca Bank values its staff. Our most important assets are the people – customers and employees. For over 75 years the Bank has been a responsible citizen and community leader because it respects the values of its past when making decisions that shape its future. Without a dedicated and responsible staff, we can’t serve customer needs and remain a responsible corporate citizen. Itasca Bank has been voted Best of the Best/Top Pick by the Daily Herald Readers since 2016, which reflects our dedication to quality service, high standards, and responsiveness to customers and employees alike. Itasca Bank is a responsible employer dedicated to the health and safety of employees and works to maintain diversity in both its workforce and the vendors it uses. We encourage our employees’ participation in community and civic activities which lead to better communities, and a positive workplace environment where a work/life balance is encouraged.


Essential Functions

Greets and welcomes customers and potential customers and directs them to the appropriate bank staff.

Answers incoming phone calls, transfers calls, and takes messages when necessary.

Processes and distributes incoming mail.

Coordinates interoffice deliveries.

Listen effectively to customers’ requests and promptly takes the necessary action to assist them.

Answers customer questions and provides general information on banking services and policies.

Updates & files hazard & flood insurance records.

Completes account verifications & payoff letters.

Performs clerical and administrative services for loan staff as needed.

Takes the initiative to follow-up, escalate, or seek additional resources to ensure customer satisfaction in a timely manner.

Escalates issues immediately and takes necessary steps to prevent and/or minimize loss to the bank.

Protects the Bank and its customers by maintaining a high level of security awareness.

Follows all department policies and procedures to meet Bank, compliance, and regulatory requirements.

Can trouble shoot and resolve technical problems and communicate issues to management and the IS department.

Accepts coaching, implements feedback from reviews to improve job performance.

Supervisory Responsibility


None

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.

Physical Demands


Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Position Type/Expected Hours of Work

This is a full-time non-exempt position. Days and hours of work are Monday through Friday, 8:30 am- 5:00 pm

Travel


None

Required Education and Experience

2-3 years of customer service experience

1 year of clerical and data entry experience

1-2 years receptionist experience preferred.

High School Diploma or equivalent

Excellent communication and interpersonal skills

Ability to promote a positive image of the bank.

Proficient with Microsoft Office Suite or similar software

Ability to maintain professionalism and tact in stressful situations.

Models positive and supportive behavior

Flexible work schedule

AAP/EEO Statement


Itasca Bank & Trust Co. is an Equal Opportunity and Affirmative Action employer Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Other Duties


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


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