EDUCATION AND EXPERIENCE

High school diploma or equivalent and three (3) to four (4) years of general office/clerical experience and/or customer service experience.

JOB SUMMARY

• An intermediate level position responsible for basic office administration, loan accounting, content management, and other loan administration work.
• Supports business development efforts by providing excellent and knowledgeable customer service as a first line of contact via face-to-face interactions and/or telephone conversations.
• Communicates with external parties and internal departments involved in the customer and loan relationship.

ESSENTIAL FUNCTIONS

• Assists office staff with various routine, and sometimes complex loan administrative and servicing duties as directed.
• Performs general office duties primarily consisting of routine repetitive tasks of organizing and maintaining electronic files and records. 
• May facilitate communication with third party vendors for office maintenance.
• Under minimal direction and oversight, accurately performs data entry from standardized source documents.
• Performs general tasks such as sorting and delivering mail to appropriate personnel and ordering and maintaining office supply inventory.
• Provides excellent customer service on a consistent basis by greeting customers, answering phones and customer inquiries, and facilitating communication between internal departments and external parties. Works with senior staff to research and resolve issues.
• Monitors and documents requirements for collateral insurance, crop insurance, flood insurance, title insurance, deeds of trust, and UCC financing statements based on company procedures. Works with internal departments and external parties to finalize and certify loans.
• Processes loan payments, disbursements, and related tasks necessary to service loan portfolio.
• Conducts appropriate searches within various systems as required for borrowing entities.
• Reviews results to ensure compliance related to entity tax status and OFAC standings. 
• Maintains a general understanding of UCC filings, lien search requirements and expiration dates.
• Under minimal oversight, uses computer systems to assist in intermediate level activities such as preparing reports and accounts payable invoicing.
• May perform general data entry requiring accuracy.
• Establishes and maintains electronic file management systems on a routine basis with accuracy and minimal supervision.
• Ensures compliance with established procedures regarding document retention.
• Demonstrates basic knowledge of cooperative structure, patronage program, and CFC product offerings.
• Demonstrates foundational knowledge and use of multiple systems and programs used in lending and office administration.

REQUIRED SKILLS

• Accounting/financial systems.
• Office equipment and systems used for the storage and retrieval of business information.
• Standard records management and file classification practices, including electronic.
• Property insurance, crop insurance and flood insurance documentation.
• Professional, oral, and written correspondence principles.
• Microsoft Office applications.

DISCLAIMER

We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected] and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO - Know Your Rights and Pay Transparency Statement.