Specialist

Job Description

Job Description

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

All Full Time and Part Time Employees 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, home town 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. In 2004, the East Highway 30 location was opened, and since then several renovations to the main bank building have occurred. Through this growth we have never lost focus of our customers and the community we serve. Our staff is very active in many civic, church and other local organizations, giving of themselves to keep our community strong.

Throughout the years Columbus Bank and Trust Company has remained “Customer Focused, Community Minded and LOCALLY Owned.”

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 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