Loan Operations Assistant

ITASCA BANK & TRUST Company•Itasca, IL

7h•Onsite

About The Position

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.

Requirements

2-3 years of customer service experience
1 year of clerical and data entry experience
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

Nice To Haves

1-2 years receptionist experience preferred.

Responsibilities

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.
Listens 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.
Tracks hazard and flood insurance coverage; obtains updated evidence of insurance from agents.
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.