Loan Specialist

Essential Duties

• Perform administrative duties including typing correspondence and documents, establishing and maintaining electronic files, and greeting customers in person and on the phone.
• Gather, accurately enter, and maintain customer information and customer financial information into applicable systems to assist in loan document generation, account monitoring/servicing, and reporting.
• Review customer loan documents for accuracy and present to customer for signing and/or facilitate closings as assigned.
• Comply with closing requirements and disburse loans as authorized, coordinate booking and certification of loans, within authorities.
• Support customer money movement including processing stop payment, return payments, draft orders, and patronage designation.
• Respond to customer inquiries and process customer transactions including disbursements, internal account transfers, etc.
• Maintain an accurate database and complete assigned relationship plan actions.
• Monitor follow-up requirements in assigned areas.
• Handle customer information with a high degree of confidentiality.
• Ensure appropriate information security protocols are followed in order to prevent unauthorized transactions or releases of information.
• Comply with documentation expectations, procedures, laws and regulations.
• Participate in community events, local advisor meetings, customer appreciation days, farm visits and other customer and public relation related activities, as needed.
• Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.

Minimum Qualifications

• A high school diploma or equivalent.
• Ability to produce accurate reports, documents, and correspondence through attention to detail and knowledge of correct spelling, grammar and sentence structure.
• Exceptional customer service orientation.
• Ability to work efficiently and effectively on multiple projects in multiple software programs.
• Ability to work independently and as part of a collaborative team.

Preferred Qualifications

• Training in general office skills.
• Experience in commercial lending, banking or related field.
• General knowledge of applicable credit laws and regulations.
• General knowledge of agricultural practices.
• Knowledge of credit investigation and verification practices.
• Knowledge of platting and legal descriptions.
• Knowledge of accounting principles and processes.

Benefits

• 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!

Job Level and Starting Annual Salary

Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law.