AgWest Farm Credit · 3 hours ago
Loan Specialist
Rocklin, CA
Full-time
Hybrid
Entry, Mid Level
$46K/yr - $66K/yrAgWest 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 join their Credit Resolution Team, responsible for servicing distressed accounts and high-profile loans while ensuring effective customer service and compliance with credit activities.
FinanceFinancial ServicesInsuranceLending
Responsibilities
Perform routine credit activities and provide administrative support to support effective customer service through loan servicing, the extension of sound, constructive credit, and related services
Assist the account team in completing financial and loan input documents, verifying customer information, and completing credit investigations and analysis for review and action by risk management
Comply with closing requirements and disbursements; book and certify loans within authorities
Respond to customer inquiries and process customer transactions including checks and receipts, future payment funds, etc
Perform intermediate to advanced administrative functions that include but are not limited to utilizing the MS Office 365 suite and establishing and maintaining files in a digital format
Ensure customer information is handled with a high degree of confidentiality
Ensure appropriate information security protocols are followed in order to prevent unauthorized transactions
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls
Other duties as assigned
Qualification
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
Proven ability to organize and prioritize work to meet deadlines
Solid interpersonal, collaboration and communication skills
Perform routine credit activities and provide administrative support to support effective customer service through loan servicing, the extension of sound, constructive credit, and related services
Assist the account team in completing financial and loan input documents, verifying customer information, and completing credit investigations and analysis for review and action by risk management
Comply with closing requirements and disbursements; book and certify loans within authorities
Respond to customer inquiries and process customer transactions including checks and receipts, future payment funds, etc
Perform intermediate to advanced administrative functions that include but are not limited to utilizing the MS Office 365 suite and establishing and maintaining files in a digital format
Ensure customer information is handled with a high degree of confidentiality
Ensure appropriate information security protocols are followed in order to prevent unauthorized transactions
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls
Other duties as assigned
Preferred
Training in general office skills
Experience in consumer 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!
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.
Founded in 1916
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
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