Treasury & Loan Servicing Specialist

Rockbridge Capital; Columbus (OH); On-site; USD 85,000 - 115,000; Full time

Job summary

Rockbridge Capital in Columbus, OH is seeking a Treasury & Servicing Specialist to support daily treasury operations and loan servicing across the firm’s real estate portfolio. You will work with the Treasury & Servicing Operations team, manage cash activity, banking relationships, and reporting, using Kyriba and Yardi to ensure accuracy and controls.

The role demands a detail-oriented professional with 4–6 years of CRE loan servicing and treasury experience, proficiency in Excel, and the

Qualifications

• Bachelor’s degree required; CRE or treasury background preferred.
• Approximately 4–6 years of CRE loan servicing, treasury, and/or business banking experience.
• Experience with Kyriba, Yardi, and multiple online banking systems.
• Strong Excel skills and high attention to detail.

Responsibilities

• Support daily treasury operations alongside the Treasury Specialist, including transfers and reporting.
• Coordinate loan servicing activities: receipts, draws, paydowns, escrows, and invoicing.
• Strengthen controls by documenting procedures and driving process improvements.

Skills

Excel

Relationship building

Attention to detail

Financial systems

Education

B.A. or B.S.

Tools

Kyriba

Yardi

Bank portals

Job description

Rockbridge Capital in Columbus, OH is seeking a Treasury & Servicing Specialist to support daily treasury operations and loan servicing across the firm’s real estate portfolio. You will work with the Treasury & Servicing Operations team, manage cash activity, banking relationships, and reporting, using Kyriba and Yardi to ensure accuracy and controls.

The role demands a detail-oriented professional with 4–6 years of CRE loan servicing and treasury experience, proficiency in Excel, and the