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Position: Loan Administration Specialist
Date:  July 8, 2014
Department: Consumer Lending
Location: Northview Bank & Trust, 245 Waukegan Road, Northfield, IL
Job Status: Full-Time, Exempt
Apply Online: www.northview.com or nbthumanresources@northbrookbank.com

Position Summary:
The Loan Administration Specialist position will be focused on processing and pipeline management of consumer and small business loan applications.  This position requires high organizational and communications skills both written and oral.

Responsibilities:

  • Receiving and entering new loan applications into NBT consumer lending log and small business loan pipeline.
  • Responsible for updating consumer lending log and small business pipeline daily, ensuring accuracy.  Preparing pipeline reports as requested.
  • Set up loan files and complete loan processing checklist.
  • Order appraisals, credit report, flood certification, if applicable, request necessary documentation from customer or personal banker and present loan file to lender for underwriting.
  • Responsible for saving all loan documentation to the loan center electronic file and save to Vision Content (TREEV).
  • Coordinate closing with borrower and personal banker and preparing document request.
  • Manage the maturing loan report and mail loan application packets to customers.
  • Coordinate loan closings with loan operations and branch of origination.
  • Provide excellent customer service to both internal and external customers.
  • Handle special projects as necessary, i.e. quarterly HELOC review.

Training/Education/Experience Qualifications:

  • Bachelor's degree preferred.
  • 1 to 3 years of banking experience preferred.
  • Superior analytical, problem-solving, interpersonal and written/verbal communication skills.
  • Ability to effectively communicate and collaborate with team members and customers.
  • In-depth knowledge of consumer lending regulations a plus.
  • Knowledge of processing and underwriting consumer loans.
  • Excellent time-management skills and attention to detail.
  • Team player
  • Proficiency in Microsoft Office applications, including Word, Excel and Outlook.

For recent college graduates:

  • A cumulative GPA of 3.0 or greater.
  • One or more internships in banking or related-field preferred.
  • Previous volunteerism or community service a plus.
  • Involvement in extracurricular activities.

Northbrook Bank & Trust Company is an Equal Opportunity Employer


Position: Senior Teller
Date:  July 8, 2014
Department: Retail
Reports to: EVP, Retail Administration
Job Status: Full-Time, Exempt
Apply Online: www.northview.com or nbthumanresources@northbrookbank.com

 

Position Summary:
Provides friendly, accurate, and efficient customer service.  Responsible for the efficient operation of the teller line.  Understands the importance of maintaining security of bank assets and complying with all department, bank, and regulatory policies.  Deals directly with the public in handling complaints and non-routine service requests. Develops bank business by acquiring and developing client relationships and ensuring compliance with bank policies and government regulations.

Essential Duties and Responsibilities:

  • Promote and maintain positive relations with all customers
  • Project a positive image of the bank through a neat appearance and professional manner
  • Comply with all department, bank, and regulatory policies and procedures
  • Manages/completes the following tasks:
  • Shipping and ordering currency
  • Maintaining sufficient reserve cash supply
  • Balancing items at cut-off time
  • Balancing the ATM
  • Balancing the vault
  • Complete recap of all daily branch totals
  • Accepts cash turnovers and issue currency to teller from the vault
  • Ensure completion of all department tasks
  • Complete all branch audits
  • Approves teller transactions within established limit
  • Operate teller drawer as needed
  • Open and close the office as required and follow proper security procedures
  • Complete reports for management as required
  • Maintain continual check on physical property and equipment to ensure good working conditions
  • As a member of the front-line, employee is expected to consistently deliver superior quality customer service and positively represent the Bank
  • Expand and retain both new and existing relationships by understanding client's financial goals; matching client's goals with bank products and services; cross-selling services; partnering with other bank associates
  • Participate in community activities
  • Complete annual on-line training courses as outlined by Compliance Officer
  • Assist with supervisor's duties when needed including:
    • Assist in auditing of tellers
    • Assist with departmental duties such as supplies, return mail, bonds, license stickers, etc.
    • Assume Supervisor duties in his/her absence
  • Travel between branches is required; some travel between banks may be necessary
  • All other duties as assigned

Knowledge/ Skills/ Abilities Required:

  • Excellent customer service and organizational skills
  • Must have high level of interpersonal skills to handle sensitive and confidential documents and situations
  • Requires demonstrated poise, tact and diplomacy
  • Requires strong verbal and written communications skills
  • Must be detailed oriented and produce high-quality accurate work the first time
  • Proficiency with MS Office

Training/ Education/ Experience Qualifications:

  • High school diploma or equivalent required; two year college degree or specialized training or equivalent work experience preferred
  • Cash handling and customer service experience is required
  • 4 years of advanced teller experience and knowledge of FIS required

Supervisory Responsibilities:

  • Not applicable

Physical Requirements:

  • Able to lift 20 lbs
  • Able to stand for long periods of time

Equal Employment Opportunity Policy:

"The management of the Corporation believes in equal employment opportunity.  We strive to select the best qualified person for every position based on merit, qualifications, previous experience and ability to perform the  work, without regard to race, color, national origin, ancestry, religion, sex,  sexual orientation, marital status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or protected activity (for example, having made a complaint of discrimination) or other characteristic protected by federal, state or local law.  Managers and supervisors must ensure that this policy is carried out in all aspects of our operations."

 

Note:  This job description is not intended to be all-inclusive.  Employee may perform other related duties as assigned to meet the ongoing needs of the organization.


Equal Employment Opportunity Policy:

"The management of the Corporation believes in equal employment opportunity.  We strive to select the best qualified person for every position based on merit, qualifications, previous experience and ability to perform the  work, without regard to race, color, national origin, ancestry, religion, sex,  sexual orientation, marital status, age, physical or mental disability, medical condition, pregnancy, childbirth, veteran status or protected activity (for example, having made a complaint of discrimination) or other characteristic protected by federal, state or local law.  Managers and supervisors must ensure that this policy is carried out in all aspects of our operations."