Loan Specialist

Requirements

• Generally, requires one or more years of related customer service or financial support experience.
• Ability to input and maintain accurate data across multiple systems while ensuring data integrity and compliance.
• Solid interpersonal, collaboration, communication, team building, problem solving, analytical, organizational and time management skills.
• Build relationships with customers (via in person, inbound/outbound calls) and branch staff (via open communication, collaboration and teamwork).
• Proven ability to organize and prioritize work to meet deadlines.
• Solid computer skills including MS Office applications.
• Ability to work with a high degree of accuracy with frequent customer contact via mail, email, phone, and walk-ins.
• Ability to read, write and present general business information.
• Agricultural background and/or general knowledge of agricultural practices.
• Benefits Offered by AgWest
• Medical, dental, and vision insurance
• Basic term life and AD&D insurance (fully paid for by the company)
• Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer
• 401(k) plan (6% match plus 3% employer contribution)
• Employee Assistance Program
• Wellness Program
• Jeans are welcome at work every day at AgWest!
• *Vacation accrual rates increase with tenure.
• Details about insurance and retirement benefits are available at: https://www.farmcreditfoundations.com/fcfbenefits
• #LI-Onsite
• Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law.
• When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate

Benefits

Additional Information

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Loan Specialist I or II to join our California Lending and Insurance department in Yuba City. This full-time position reports to the Director, Operations and is accountable for in office credit-related processing, loan file management, accounting and customer account maintenance. Compensation Information The base salary range for this position in Yuba City, California is: Level I: Typical starting range: $44,200 - $57,500 Full base salary range: $44,200 - $64,200 Annual performance-based incentive target is 6% of base. Level II: Typical starting range: $48,400 - $64,500 Full base salary range: $48,400 - $72,600 Annual performance-based incentive target is 6% of base. Essential Duties Support lending staff in the management of customer relationships by processing transactions, resolving account/customer issues, and providing administrative support. Support lenders and customers in their credit requests by completing loan packages, maintaining accurate loan file documentation, preparing reports and ordering loan and lease documents. Support loan accounting function for the branch including wire transfers, automatic clearing house (ACH) payments, and data tracking. Provide support to meet customer needs and enhance the customer experience. Manage information flow among loan officers, credit analysts, documentation staff, accounting staff, appraisal teams, title companies, and customers. Complete accurate and compliant work, with attention to numbers, calculations, details, and deadlines. Maintain a notary public license. Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. Other duties as assigned. Travel Requirements AgWest employees may occasionally be asked to travel for all-staff or team meetings not included in the standard travel requirements for the role.

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