Specialist

About Us

Columbus Bank and Trust Company is a locally owned, hometown bank that originally opened its doors on February 2, 1935 and has remained in local ownership for over 80 years. The original owners were R.V. Prokop, J.H. Moeller, and W.E. Barkley. The Bradley Family took ownership in 1938 and retained ownership until July of 2013 when a local group of investors purchased the bank, appointing Jeff Johnson as President and Chairman of the Board. The Bank has grown substantially in many ways over the past few years, including the opening of the East Highway 30 location in 2004 and several renovations to the main bank building. Through this growth, the bank has maintained its focus on customers and the community it serves. Our staff is very active in many civic, church, and other local organizations, contributing to a strong community. Columbus Bank and Trust Company remains “Customer Focused, Community Minded and LOCALLY Owned.”

About the role

As a Specialist Loan Operations, you’ll take a lead role in delivering an outstanding experience to Columbus Bank and Trust customers. You’ll acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs.

Responsibilities

• Prepare all loan documentation accurately and timely.
• Maintain all loan files and applicable reporting.
• Input, update, and oversee accuracy of loan data into the financial institution computer system.
• Assemble and verify loan documents, transactions, and billings for accuracy.
• Assist in the identification and implementation of enhancements to site procedures, training, and technology to support customer retention/satisfaction and the revenue and profitability objectives of Columbus Bank and Trust.
• Manage accuracy of boarding of loans assigned along with maintenance and updates of the Loan Accounting System.
• Ensure accurate processing of billing notices and posting of payments.
• Handle change of address notifications for the financial institution.
• Answer telephone and written inquiries, assisting customers with inquiries regarding payoffs, account maintenance, note modifications, beneficiaries, and other loan details concerning loan processing and information.
• Maintain financial institution loan records.
• Demonstrate organizational advocacy through positive teamwork, trust, and mutual respect for customers and employees.
• Assemble and verify accuracy of loan documentation through post close audits.
• Monitor and report all incomplete or pending documentation exceptions on the tickler management system.
• Contribute to the overall success of Columbus Bank and Trust by actively referring customers to alternative products and services offered within the bank.
• Assist with other bank functions as needed, which may include personal banker duties and participating in bank committees.

Requirements

• At least one year of experience in Loan Operations or Retail Banking.
• Understanding of operations, loan accruals, GL Transfers, and clearing accounts.
• Excellent prioritization and time management skills.
• Ability to work flexible hours, including weekends and some evenings.

Benefits

• Competitive pay
• Paid time off and paid holidays
• Medical, Dental, Vision, Life, Disability, SEP, and Bonus
• Career development, training, career coaching, and job shadowing
• Employee banking benefits and other discounts