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Posted a day ago
Loan Specialist
AgWest Farm CreditLoan Specialist
Perks & benefits
Medical InsuranceHealth InsurancePaid Leave
Requirements
1+ years customer service or financial support experience, Data integrity and compliance skills, Interpersonal and communication skills, MS Office proficiency, Organizational and time management skills
Skills
AccountingMicrosoft Office
About the role
Responsibilities
- Support lending staff in managing customer relationships and processing transactions
- Complete loan packages and maintain accurate loan file documentation
- Support loan accounting functions including wire transfers and ACH payments
- Manage information flow between loan officers, credit analysts, and customers
- Maintain a notary public license
- Ensure all work is compliant with company policies and internal controls
Requirements
- One or more years of related customer service or financial support experience
- Ability to input and maintain accurate data across multiple systems
- Strong interpersonal, communication, and problem-solving skills
- Proficiency in MS Office applications
- Ability to organize and prioritize work to meet deadlines
- High degree of accuracy in handling customer contact and business information
Preferred Qualifications
- Agricultural background or general knowledge of agricultural practices
Benefits
- Medical, dental, and vision insurance
- Basic term life and AD&D insurance (fully paid by company)
- 15 vacation days, 15 sick days, 12 holidays, and 3 volunteer days
- 401(k) plan with 6% match plus 3% employer contribution
- Employee Assistance Program and Wellness Program
About the Company
AgWest Farm Credit is a member-owned financial cooperative providing financing and related services to farmers, ranchers, agribusinesses, and rural homeowners across a seven-state territory in the Western United States.
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AgWest Farm Credit · Yuba City
