Specialist - Loan Operations

Job Description

Job Description

At Columbus Bank and Trust Company, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Full Time, Hourly, Mon-Sat

Seeking a team oriented, positive and outgoing professional for the Specialist - Loan Operations role at Columbus Bank and Trust!

What’s in it for you?

Columbus Bank and Trust Company  has a focus on a superior employee experience that goes hand in hand with our superior customer experience!

All Full Time are eligible for benefits including:

• Competitive Pay
• Paid time off and paid holidays
• Medical/Dental/Vision/Life/Disability/SEP/ Bonus
• Career development/Training/Career coaching/Job shadowing
• Employee banking benefits and other discounts

About Us

Columbus Bank and Trust Company is a locally owned hometown bank that first opened its doors on February 2, 1935. Since that day, we have remained deeply rooted in the Columbus community, proudly maintaining local ownership for more than 90 years.

The original owners—R.V. Prokop, J.H. Moeller, and W.E. Barkley established the bank with a commitment to personal service and community investment. In 1938, the Bradley Family acquired the bank and guided it for 75 years. In July 2013, a local group of investors purchased Columbus Bank and Trust Company, reaffirming its commitment to remaining locally owned and community driven. Jeff Johnson was appointed President and Chairman of the Board at that time.

Today, Columbus Bank and Trust Company continues that legacy under the leadership of Joshua Johnson, President & Chief Executive Officer, with Jeff Johnson serving as Chairman of the Board.

The bank has experienced meaningful growth over the past two decades. In 2004, our Highway location opened to better serve our expanding customer base, and our Downtown location has undergone several renovations to enhance both customer experience and operational efficiency. While we have grown in size, services, and technology, our focus has never changed.

Our strength lies in relationships. Our employees are actively involved in civic, church, and local organizations, investing their time and leadership into making Columbus stronger. We believe community banking is more than transactions, it’s partnership, trust, and long-term commitment.

For generations, Columbus Bank and Trust Company has remained:

Customer Focused. Community Minded. LOCALLY Owned.

And we remain committed to carrying that legacy forward for generations to come.

Our Mission Statement

To be the locally owned, hometown bank, providing a wide range of exceptional financial services that meet the needs of our customers through our dedicated, knowledgeable and courteous employees.

Position Description

As a Specialist in 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. You’ll contribute to the success of the bank by:

• Responsible for preparation of all loan documentation accurately and timely. Maintains all loan files and applicable reporting. Inputs, updates, and oversees accuracy of loan data into financial institution computer system. Assembles and verifies loan documents, transactions, and billings for accuracy
• Assist in the identification and implementation of enhancements to site procedures, training and technology in support of the enhancement of customer retention/satisfaction, 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.
• Answering telephone, written inquiries and assisting customers with inquiries regarding payoffs, account maintenance, note modifications, beneficiaries and other loan details concerning loan processing and information. Maintaining 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.  This may include personal banker duties and participating in bank committees.

Desired
At least one year experience in:

1. Loan Operations, or
2. Retail Banking,
3. Understanding of operations, loan accruals, GL Transfers, clearing accounts.
4. Excellent prioritization and time management skills.
5. Ability to work flexible hours, including weekends and some evenings

Equal Opportunity Statement

Columbus Bank and Trust Company is an Equal Opportunity Employer. We are committed to providing a professional work environment built on respect, teamwork, accountability, and service to our customers and community.