SR Land Trust Representative - Part Time

About Marquette Bank

If making an impact is important to you, you belong with the Marquette Bank Team. You'll enjoy the opportunity to make a difference for our customers and in our neighborhoods. You'll love our welcoming, supportive, friendly, team-centered work environment - including perks like an expansive benefits package, growth opportunities, gym subsidy, tuition reimbursement and community involvement opportunities!

Come be a part of something bigger at Marquette Bank.

Founded by John F. McCarthy in 1945, the bank has been committed to providing financial services to meet the savings and borrowing needs of southwest Chicagoland. We have continued to grow and are proud to be a modern neighborhood bank with 20 branch locations to serve our customers and communities.

Pay Range: $20.00 - $22.00

The pay range is based on consideration of criteria such as required qualifications, experience, education and skills. Marquette Bank reserves the right to offer the selected applicant a salary commensurate with the applicant's qualification, experience, education and skills.

Position Summary:

The Senior Land Trust Representative is responsible for assisting the Land Trust Officer in all aspects of land trust administration. This position requires knowledge of basic land trust transactions, real estate matters, and the ability to interact professionally with land trust customers, attorneys, and trust personnel in a courteous manner.

Essential Duties and Responsibilities:

• Develop a solid understanding of estate and legal documents, the impact of litigation, and the development of building violations and required responses as part of land trust administration.
• Prepare and review documents requested by beneficiaries, attorneys, lenders, and others for signature under the supervision of the Assistant Vice President & Trust Officer.
• Maintain and input new land trust accounts and transactions on Entrust III System.
• Communicate professionally with attorneys, new clients, and existing clientele regarding accounts.
• Maintain ongoing relationships with clients, attorneys, and internal and external centers of influence.
• Maintain procedures for 20-year amendments and past due invoices under strict schedules and timelines.

Operations:

• Process land trust payments and balance land trust income daily.
• Set up and process monthly ACH/Debit payments.
• Process credit card payments.
• Manage monthly invoices and customer statements.

Administration:

• Prepare and monitor correspondence regarding building violations and real estate tax bills.
• Scan, file, and manage opening and closing of file setups.

Customer Service:

• Efficiently manage daily phone inquiries in a patient courteous manner with accuracy.
• Independently process general land trust transactions received by email, mail, phone, fax, and in person.
• Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank's internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies.
• Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position.

Knowledge/Abilities/Experience and Training Required:

• Associate or bachelor's degree or equivalent job-related experience (legal secretary, paralegal, or real estate experience highly preferred).
• Students in paralegal studies or similar disciplines preferred.
• Previous Land Trust experience is a plus.
• Ability to work independently and take initiative while assisting others as a team player.
• Demonstrate working knowledge of general real estate transactions, loan documentation, and real estate titling.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Ability to type efficiently and accurately.
• Strong organizational skills and ability to analyze and solve customer-related problems.
• Knowledge of estate planning documents (Land Trust, Wills, Living Trusts, etc.) preferred.
• Strong analytical skills, creativity, and problem-solving abilities.

Physical Demands: The physical demands described here are representative of those that must be met by employees in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Employees are regularly required to remain in a stationary position.
• Employees may need to occasionally move about inside the office to access file cabinets and office machinery.
• Employees are regularly required to operate a computer and other office productivity machinery (e.g., calculator, copy machine, printer).
• Employees may need to constantly position themselves to access upper and lower drawers.
• Employees frequently communicate with staff and clients and must be able to exchange accurate information.
• Employees may need to frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment/Conditions

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

We Care About You. Marquette Bank's total rewards package, for eligible employees, will vary based on the pay type of the position and may include variable pay such as performance-based incentives, commissions, target bonus and discretionary bonus. Marquette Bank also offers health insurance, term life and disability insurance, generous time off and two retirement plans: 401(k) Salary Savings Plan and Employee Stock Ownership Plan (ESOP), as well as other perks including a FREE Fun Rewards checking account. Available rewards may vary by location, job level, employment status, and years of service. To learn more about our rewards package, please visit: https://emarquettebank.com/about-us/benefits.

You Belong Here. We offer an inclusive workplace to encourage, support and celebrate our diverse employees and the communities in which we work and serve. Our culture is built on a commitment to serve others. Working together, valuing each other and celebrating our uniqueness delivers a better financial future to our customers and neighbors. To learn more about our diversity and inclusion commitment, please visit: https://emarquettebank.com/about-us/diversity-and-inclusion-commitment

Marquette Bank is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.