General Responsibilities: This position provides customer-relationship and administrative support to commercial and agricultural lenders and delivers high-level customer service to both internal and external customers. Daily duties include customer service support, scheduling appointments, working with loan officers and the credit department through the pre-closing loan process, and the ongoing monitoring of existing loan customer accounts for current financial information and other required documents.
Assists customers either on the phone or in person with inquiries about existing accounts or with general inquiries about lending services. Refers customers to the appropriate person when necessary.
Maintains ongoing customer contact as part of day-to-day problem resolution and transactions.
Assists in the loan approval, renewal, documentation, closing, and settlement process.
Schedules appointments for customers with lenders.
Processes customer payments and advances as needed
Knows bank products and policies for opening new accounts and setting up electronic services for commercial customers.
Monitors and requests annual financial information for agricultural and commercial lending customers.
Scans financial information and other relevant underwriting documents.
Prepares short-form underwriting worksheets for smaller credits.
Composes and prepares correspondence including emails, individual letters, and larger mailings.
Manages sales tracking system.
Assists with data input and report generation.
Assists with the closing of loans as needed.
Maintains thorough and up-to-date knowledge on all lending compliance regulations.
Performs other duties as assigned.
High School diploma or equivalent required.
Five years of experience in a professional office environment required.
Valid driver’s license and reliable transportation required.
Experience in a commercial and/or agricultural lending environment preferred.
Demonstrated customer service skills and the ability to manage multiple tasks simultaneously.
Demonstrated computer skill proficiency with Microsoft products required; banking software knowledge preferred.
Demonstrated interpersonal, written and verbal communication skills, and strong organizational skills required.
Demonstrated ability to build relationships required.
Demonstrated ability to proactively identify work tasks and execute work independently required.
Internal Number: 004
About Community State Bank
Community State Bank (CSB) is a $200 million bank with five offices in four communities--Galva, Kewanee, Neponset, and Franklin, Illinois. CSB offers a full spectrum of retail products and services as well as consumer, mortgage, agriculture, and commercial lending options. CSB also boasts Investment Services and Insurance Services divisions and is a subsidiary of Galva Investments, Inc. With just over 50 employees, CSB prides itself on hiring talented individuals to serve customers and support bank growth.