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AgWest Farm Credit · 1 day ago

Loan Specialist

Redmond, OR

Full-time

Hybrid

Entry, Mid Level

$40K/yr - $58K/yr

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, and agribusinesses. They are seeking a Loan Specialist I or II to provide administrative assistance in originating, disbursing, and servicing customer loans.

FinanceFinancial ServicesInsuranceLending

Growth Opportunities

Responsibilities

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

Perform required due diligence investigations of loan applicants, including public records searches, credit bureau reports, employment, income, assets and liabilities; order title evidence and appraisals, and complete other collateral due diligence as needed

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

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

Other duties as assigned

Qualification

Commercial lending experienceCredit lawsCustomer service orientationAccounting principlesAttention to detailGeneral office skillsAgricultural practicesCredit investigationWork independentlyCollaborate

Required

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