Loan Operations Assistant

Founded in 1948, Itasca Bank & Trust Co. is a locally owned, independent community bank with locations in Itasca and Roselle, Illinois. We value our staff and believe our greatest strength is our people—both our customers and employees. For more than 77 years, the Bank has been a responsible community leader by honoring the values of our past while making decisions that shape our future. Our ability to serve customers and remain a trusted corporate citizen depends on a dedicated and responsible team. Itasca Bank has been recognized as a Best of the Best/Top Pick by Daily Herald readers for multiple years since 2016, reflecting our commitment to quality service, high standards, and responsiveness to both customers and employees. We are a responsible employer dedicated to employee health and safety, maintaining diversity in our workforce and vendor relationships, and fostering a positive workplace culture. We encourage participation in community and civic activities and support a healthy work/life balance that helps create stronger communities and a better environment for our employees.

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.

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.

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.