AgWest Farm Credit · 1 day ago
Loan Specialist
Yuba City, CA
Full-time
Onsite
Entry, Mid Level
$44K/yr - $64K/yr
1+ years expAgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to various agricultural sectors. They are seeking a Loan Specialist to support lending staff in managing customer relationships, processing transactions, and ensuring compliance in loan documentation and accounting functions.
FinanceFinancial ServicesInsuranceLending
Responsibilities
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
Qualification
Required
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
Maintain a notary public license
Preferred
Agricultural background and/or general knowledge of agricultural practices
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!
Vacation accrual rates increase with tenure.
Company
AgWest Farm Credit
AgWest Farm Credit provides agricultural lender and crop insurance services to farmers, ranchers, and timber harvesters.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Tom Nakano
Chief Financial Officer
Dan Clawson
Executive Vice President - Chief Credit Officer
Recent News
Idaho Business Review
2025-04-01
2025-03-21
Business Wire
2024-01-19
Company data provided by crunchbase