Specialist - Loan Operations

Columbus Bank and Trust Company•Columbus, NE

1d•Onsite

About The Position

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.

Requirements

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

Responsibilities

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.