The Cooperative Finance Association · 1 day ago
Loan Closing & Documentation Specialist
Kansas City, MO
Full-time
Onsite
Entry Level
2+ years expThe Cooperative Finance Association (CFA) is a member-owned cooperative that provides innovative financial solutions to agricultural cooperatives and agribusinesses. They are seeking a dynamic and detailed-oriented Loan Closing & Documentation Specialist to play a crucial role in the daily lending processes and security documentation, ensuring efficient loan funding and processing.
AgricultureCreditFinanceFinancial ServicesLending
Responsibilities
Process loan submittals and loan approvals
Maintain an active pipeline of pending status loans which are awaiting additional documents to complete the approval process
Verify entity applicants’ existence, determine the entities standing with the applicable state(s) and confirm correct business name(s) as registered with the Secretary of State
Working within the UCC portfolio, including lien searches, new filings, amendments, continuations and terminations
Maintain electronic documentation databases
Ensure loan documentation and collateral documents are accurate to minimize risk
Work closely with the Input Finance Account Managers to prepare applicable loans for approval or loan committee submission and review for approval
Review and analysis of credit bureau reports
Participate in the collection of supporting documents and resolution of discrepancies for external audits
Prompt response to customers’ inquiries and concerns over all media (internal and external)
Complete customer projects with other team members as management request
Collaborate with team members on special projects that strengthen our culture and relationships with our customers
Develop and recommend enhancements to processes that improve the customer experience and efficiencies while mitigating risk
Handle customers’ personal information with a high degree of confidentiality
Qualification
Required
Associate's degree in business, Finance, Accounting or related field
2+ years of experience in customer service, processing, data input, scorecard-based lending, loan documentation or similar experience
Excellent written, communication, presentation, and people skills, with the ability to influence and collaborate with diverse stakeholders
Ability to interpret policy, programs, and regulations
High ethical standards, integrity, and professionalism
Highly attentive to customer relationships and retention
Ability to build strategic relationships for developing marketing plans and supporting program utilization
Ability to work under pressure, manage multiple tasks, and meet deadlines
Ability to work independently and possess problem solving skills
Strong organizational and time-management skills
Preferred
Preferred agriculture industry experience
Benefits
Defined benefit retirement plan
Annual incentive bonus program
Company
The Cooperative Finance Association
The Cooperative Finance Association provides production AG loans, commercial loans & other financial services for agricultural cooperatives.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stephen Hoefer
Chief Financial Officer
Tonia Denzer
SVP & Chief Lending Officer
Recent News
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