Position Description

Job Title: Accounting Administrator, Accounts Payable

Reports To: Accounts Payable Manager

FLSA Status: Non-Exempt

Location: Shared Services Office, Irving, TX (Hybrid)

Summary:

The Accounting Administrator provides administrative and operational support to centralized accounting functions by managing shared communication channels, processing mail and documentation, routing inquiries, and supporting workflow coordination. This role is responsible for ensuring timely intake, organization, and tracking of customer- and vendor-related correspondence while maintaining documentation standards, internal controls, and audit readiness.

Essential Duties and Responsibilities:

Administrative & Communication Support:

• Monitor and manage shared accounting email inboxes.
• Review, tag, categorize, and route incoming emails to the appropriate accounting team or queue.
• Acknowledge receipt of inquiries when required and ensure timely handoff to the assigned owner.
• Answer incoming accounting-related phone calls; provide basic information and route calls appropriately.
• Maintain inquiry logs, call logs, or tracking records as required.

Mail Processing & Document Management:

• Receive, open, and process incoming and returned mail related to invoices, statements, checks, and general accounting correspondence.
• Prepare and mail customer invoices, statements, and vendor payments as directed.
• Identify address issues, undeliverable mail, or documentation gaps and route findings to the appropriate owner.
• Scan, index, and attach documents to customer or vendor records within Microsoft Dynamics 365.
• Maintain organized electronic and physical files to support audit readiness.

Workflow Coordination & Task Support:

• Accumulate invoices received through centralized inboxes and route them for review.
• Verify invoices and expenses include required approvals prior to routing.
• Create, assign, and track work items related to inquiries and documentation requests.
• Follow up on open administrative items to ensure timely resolution.

Data Accuracy & Controls Support:

• Identify and flag potential customer or vendor master data issues.
• Ensure documentation accuracy and retention in accordance with SOX and internal controls.
• Adhere to established accounting policies and procedures.

Competencies:

• Strong organizational and administrative skills
• Attention to detail and accuracy
• Professional communication and customer service orientation
• Ability to manage multiple priorities
• Accountability and compliance focus

Education/Experience:

• High school diploma or GED required; associate degree preferred
• 1–3 years of administrative or accounting support experience preferred
• Proficiency with Microsoft Office
• Experience with Microsoft Dynamics 365 preferred

Work Environment:

Corporate shared services office environment with moderate noise level. Hybrid arrangements may be available based on business needs.

Physical Demands:

Must be able to sit, stand, walk, bend, and reach during the workday. May be required to lift up to 25 pounds occasionally.

Meriton is an Equal Opportunity Employer

Position Description

Job Title: Accounting Administrator, Accounts Receivable

Reports To: Accounts Receivable Manager

FLSA Status: Non-Exempt

Location: Shared Services Office, Irving, TX (Hybrid)

Summary:

The Accounting Administrator provides administrative and operational support to centralized accounting functions by managing shared communication channels, processing mail and documentation, routing inquiries, and supporting workflow coordination. This role is responsible for ensuring timely intake, organization, and tracking of customer- and vendor-related correspondence while maintaining documentation standards, internal controls, and audit readiness. The Accounting Administrator performs administrative support activities only and does not perform invoice posting, billing, collections, or credit decision-making.

Essential Duties and Responsibilities:

Administrative & Communication Support:

• Monitor and manage shared accounting email inboxes.
• Review, tag, categorize, and route incoming emails to the appropriate accounting team or queue.
• Acknowledge receipt of inquiries when required and ensure timely handoff to the assigned owner.
• Answer incoming accounting-related phone calls; provide basic information and route calls appropriately.
• Maintain inquiry logs, call logs, or tracking records as required.

Mail Processing & Document Management:

• Receive, open, and process incoming and returned mail related to invoices, statements, checks, and general accounting correspondence.
• Prepare and mail customer invoices, statements, and vendor payments as directed.
• Identify address issues, undeliverable mail, or documentation gaps and route findings to the appropriate owner.
• Scan, index, and attach documents to customer or vendor records within Microsoft Dynamics 365.
• Maintain organized electronic and physical files to support audit readiness.

Workflow Coordination & Task Support:

• Accumulate invoices received through centralized inboxes and route them for review.
• Verify invoices and expenses include required approvals prior to routing.
• Create, assign, and track work items related to inquiries and documentation requests.
• Follow up on open administrative items to ensure timely resolution.

Data Accuracy & Controls Support:

• Identify and flag potential customer or vendor master data issues.
• Ensure documentation accuracy and retention in accordance with SOX and internal controls.
• Adhere to established accounting policies and procedures.

Competencies:

• Strong organizational and administrative skills
• Attention to detail and accuracy
• Professional communication and customer service orientation
• Ability to manage multiple priorities
• Accountability and compliance focus

Education/Experience:

• High school diploma or GED required; associate degree preferred
• 1–3 years of administrative or accounting support experience preferred
• Proficiency with Microsoft Office
• Experience with Microsoft Dynamics 365 preferred

Work Environment:

Corporate shared services office environment with moderate noise level. Hybrid arrangements may be available based on business needs.

Physical Demands:

Must be able to sit, stand, walk, bend, and reach during the workday. May be required to lift up to 25 pounds occasionally.

Meriton is an Equal Opportunity Employer

Critical Systems HVAC Field Technician

Location: Lubbock, TX                       

Reports to: Service Director/Area Service Manager

FLSA Status: Non-Exempt                                                                                 

The Opportunity

We are seeking experienced HVAC Field Technicians with the ability to travel to the customer site to start up, commission, troubleshoot and repair the equipment we represent. This position requires the capability to work independently, and candidates should have strong diagnostic skills. Requires the ability to manage projects for start-up commissioning and coordination of personnel and services. This is a full-time opportunity for an energetic self-starter.  An ideal candidate will be customer service oriented and work well with others.  The position requires a high level of correspondence with Project Managers, Field Supervisors, Service Coordinators and customers. This position of Field Technician for our Lubbock Service Team is focused on support our equipment sales to data centers.

Fundamental Functions & Responsibilities:

• Manage projects and processes while working independently and with limited supervision
• Coaches and reviews the work of lower-level professionals
• Face difficult and sometimes complex opportunities; takes a perspective to provide solutions
• Start-up, commission, and support BMS on equipment we represent
• Perform factory start-up, commissioning, warranty service on Data Center equipment and systems we represent.
• Performs electrical and mechanical inspections on equipment to ensure peak performance
• Ability to interpret engineering drawings in reference to layout, location and operation of the system(s)
• Represents the company in a positive manner to other trades, contractors and owners
• Suggest additional services that are beneficial to customer
• Works in a team-based environment to share information and workload while ensuring customer satisfaction
• Submits required paperwork to Data Mission Critical Administrator in a timely manner
• Must work in a safe manner daily and ensure that all safety measures are always taken
• Performs other duties as assigned
• Flexibility to work overtime/ weekends, as required
• Perform PM tasks of the dedicated equipment on site

Knowledge & Skills:

• Ability to apply knowledge of refrigeration, air flow, and theory.
• Excellent communication skills and interpersonal skills to interact effectively with diverse client groups.
• Driven with the ability to work both independently and within a team.
• Effectively communicate and properly describe problems and solutions.
• Demonstrated technical skills to explain product functionality to customers.
• Well-developed planning, organization, analytical, and decision-making skills.
• Proficient computer skills, such as Excel and PowerPoint.
• Ability to produce clear, timely and concise documentation and have well-developed problem-solving skills.

Physical Requirements / Work Environment

• Ability to travel substantially within operational region.
• A flexible schedule may be required.
• Willingness to work in adverse working conditions

The Required Profile

• High School Diploma or equivalent
• Must have valid driver’s license with good driving record
• Must have current HVAC certification and OSHA 10 Training plus 5+ years’ experience working as a Service Technician in a commercial environment
• Operating knowledge of Microsoft office software and working proficiency with handheld computer (i.e. Smartphone, iPad)
• Electrical knowledge required and EPA Certification, Preferred (i.e. HVAC Journeyman, Master license)
• Ability to work in diverse conditions including but not limited to mechanical equipment rooms with exposure to noisy operating equipment, exposure to extreme weather conditions, risk of electrical shock (high voltage), climbing/working at elevated heights, etc.
• Must be able to climb, crawl, stoop, kneel and must regularly lift and/or move up to 50 pounds, frequently lift and/or move up to 75 pounds
• Ability to work independently with minimal supervision and balance requirements of multiple and varied duties

Other Skills & Abilities

Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks.

Environmental Requirements

Will be required to work in a field environment, report to and from the same site daily

Physical Demands

While performing the duties of this job, the employee is regularly required to use hands to operate computer keyboard reach with hands and arms. The employee frequently is required to stand, walk, and sit. The employee is continually required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 50 pounds, frequently lift and/or move up to 75 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

EDUCATION AND EXPERIENCE

• High school diploma or associate’s degree with two (2) years of related experience in loan administration, office operations, or customer service with exposure to financial services, mortgage, title insurance industry, or experience deemed equivalent at the discretion of Capital Farm Credit (CFC).

JOB SUMMARY

• An entry level position responsible for basic loan administration, loan accounting, content management, credit support, and other office administration work.
• Administers simple to moderately complex loan portfolios and effectively responds to customer service inquiries on a routine basis.
• 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

• Provides excellent customer service on a consistent basis by greeting customers, answering phones and customer inquiries, and facilitates communications between internal departments and external parties. Works with senior staff to research and resolve issues.
• Under direction and oversight, sends the loan application(s) to applicants, reviews completed application for accuracy and completeness, and communicates with applicants on additional needs. At a basic level, develops and organizes loan applicant information.
• Under direction and oversight, enters pertinent loan data into loan origination systems, including financial information such as balance sheets and other data required. Acquires credit bureau reports and generates credit scores.
• Conducts appropriate searches within various systems as required for borrowing entities. Reviews results to ensure compliance related to entity tax status and OFAC standings. Gains a basic understanding of UCC lien search results and UCC lien status.
• Under guidance, drafts and sends communication of initial credit decision to applicants. Assists with communicating additional needs and updates with applicants and members of the loan committee through due diligence process.
• Requests and develops basic knowledge of title commitment and supporting documents from title companies that are relevant to each loan file. Gains an understanding of coordination needed with internal departments for review and approval of necessary documents.
• Through direction and oversight, reviews files in loan origination system to help identify errors and ensure accuracy prior to loan committee approval and loan processing requests. Requests final loan committee approvals. Submits loan file to Document Preparation Department.
• With direction and oversight, coordinates loan closings; assembles, reviews, and delivers closing packet for execution; and reviews documentation to ensure proper execution.
• With guidance and oversight, onboards new loans from loan origination system into the loan accounting system and disburses loan proceeds; confirms loan was closed in compliance with loan closing instructions; monitors borrower loan conditions and documents the file accordingly. Assists the loan committee by requesting and filing necessary information to satisfy loan covenants and other reporting requirements.
• Develops an understanding of lien perfection through deed of trust and/or UCC filing and maintenance. Establishes and maintains electronic loan files and sends original documents to the Collateral Custodian. Works with internal departments to finalize and certify loans.
• Processes loan payments, disbursements, and related tasks necessary to service loan portfolio.
• Develops basic knowledge of cooperative structure, patronage program, and CFC product offerings.
• At a basic level, assists with credit servicing actions. With oversight and direction, reviews executed servicing action documentation, submits revisions to accounting systems, and updates electronic file documentation.
• Develops basic knowledge of required procedures, policies, processes, internal controls, and regulations with an ability to research and apply.
• Develops foundational knowledge of multiple systems and programs and demonstrates the ability to use CFC programs and systems used in lending and office administration.
• Assists with general office administration and operates a variety of standard office equipment.

REQUIRED SKILLS 

Basic Knowledge Of:

• Accounting/financial systems.
• Computer systems and office equipment used for file management, file classification practices, and retrieval of business information.
• Documentation requirements for title insurance, deeds of trust, UCC financing statements, crop insurance, and flood insurance.
• Professional, oral, and written correspondence principles.
• Intermediate skill level in Microsoft Office applications.
• Organization and time management practices.
• Attention to detail.
• Working in a collaborative environment.
• Critical thinking skills.

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 careers@capitalfarmcredit.com 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.

IXL Learning, a developer of personalized learning products used by millions of people globally, is seeking a District Partnership Specialist to join our Professional Learning team and support districts in South Texas. 

At IXL, we seek to help districts transform teaching and learning through best-in-class technology and services. As a District Partnership Specialist, you’ll serve as a trusted consultant, guiding school districts in South Texas through every stage of their implementation. You’ll ensure each district has a clear plan for using IXL tailored to their district goals and initiatives. In addition to delivering professional development, you’ll meet regularly with district and school leaders to monitor progress, analyze data, and plan next steps. You’ll work closely with internal teams to identify opportunities to expand district partnerships and share insights that help shape our products and services.  #LI-REMOTE

We are looking for an enthusiastic, highly organized, and strategic educational leader with school or district leadership experience who thrives in a collaborative, high-energy environment. The ideal candidate is a polished communicator and engaging presenter who is energized by being in schools and classrooms, building relationships, and supporting educators in the field. 

This is a full-time remote position for candidates living in South Texas.

WHAT YOU'LL BE DOING

• Serve as an IXL implementation expert, supporting large, complex districts with their IXL implementation
• Partner with district leaders in South Texas to create and implement a professional development plan that supports a successful IXL implementation aligned to their goals and initiatives 
• Build relationships with key stakeholders across districts, including district leaders, principals, and teachers, to ensure a consistent implementation
• Travel in South Texas to deliver professional development, meet with district and school leaders, visit classrooms, and provide other hands-on implementation support— 40% - 60% travel 
• Partner with the Sales team to effectively manage and grow customer relationships, including supporting districts piloting IXL and other pre-sales opportunities 
• Deliver high-quality live and virtual professional development sessions to drive engagement and usage of IXL
• Analyze and use data to drive decision-making and strategize next steps

WHAT WE'RE LOOKING FOR

• BA/BS degree
• Experience as a K-12 educator, with 5+ years of experience delivering professional development in K-12 settings
• MUST either have experience as a school or district administrator OR have extensive experience delivering PD to these audiences
• Experience leading a district or school instructional initiative or curriculum adoption
• An analytical, strategic thinker who can interpret data and develop effective plans that drive implementation
• Exceptional presentation skills; comfortable presenting to teachers and administrators 
• Excellent interpersonal skills—dynamic, enthusiastic, upbeat individual who connects well with others and has a positive, collaborative attitude
• Organized, methodical, and detail-oriented; ability to prioritize and effectively manage multiple projects and tasks concurrently, from start to finish
• Self-starter and quick learner with a passion for improving education through technology

IXL Learning, a developer of personalized learning products used by millions of people globally, is seeking a District Partnership Specialist to join our Professional Learning team and support districts in West Texas. 

At IXL, we seek to help districts transform teaching and learning through best-in-class technology and services. As a District Partnership Specialist, you’ll serve as a trusted consultant, guiding school districts in West Texas through every stage of their implementation. You’ll ensure each district has a clear plan for using IXL tailored to their district goals and initiatives. In addition to delivering professional development, you’ll meet regularly with district and school leaders to monitor progress, analyze data, and plan next steps. You’ll work closely with internal teams to identify opportunities to expand district partnerships and share insights that help shape our products and services.  #LI-REMOTE

We are looking for an enthusiastic, highly organized, and strategic educational leader with school or district leadership experience who thrives in a collaborative, high-energy environment. The ideal candidate is a polished communicator and engaging presenter who is energized by being in schools and classrooms, building relationships, and supporting educators in the field. 

This is a full-time remote position for candidates living in West Texas.

WHAT YOU'LL BE DOING

• Serve as an IXL implementation expert, supporting large, complex districts with their IXL implementation
• Partner with district leaders in West Texas to create and implement a professional development plan that supports a successful IXL implementation aligned to their goals and initiatives 
• Build relationships with key stakeholders across districts, including district leaders, principals, and teachers, to ensure a consistent implementation
• Travel in West Texas to deliver professional development, meet with district and school leaders, visit classrooms, and provide other hands-on implementation support— 40% - 60% travel 
• Partner with the Sales team to effectively manage and grow customer relationships, including supporting districts piloting IXL and other pre-sales opportunities 
• Deliver high-quality live and virtual professional development sessions to drive engagement and usage of IXL
• Analyze and use data to drive decision-making and strategize next steps

WHAT WE'RE LOOKING FOR

• BA/BS degree
• Experience as a K-12 educator, with 5+ years of experience delivering professional development in K-12 settings
• MUST either have experience as a school or district administrator OR have extensive experience delivering PD to these audiences
• Experience leading a district or school instructional initiative or curriculum adoption
• An analytical, strategic thinker who can interpret data and develop effective plans that drive implementation
• Exceptional presentation skills; comfortable presenting to teachers and administrators 
• Excellent interpersonal skills—dynamic, enthusiastic, upbeat individual who connects well with others and has a positive, collaborative attitude
• Organized, methodical, and detail-oriented; ability to prioritize and effectively manage multiple projects and tasks concurrently, from start to finish
• Self-starter and quick learner with a passion for improving education through technology

FAYS Case Manager
Address: 1713 East Tyler, Suite E Harlingen, TX 78550
Status: Full Time - Hybrid

The FAYS Case Manager serves in a strategic function at Buckner Children and Family Services to establish and build supportive relationships with organizations and agencies in the community to promote and provide education and prevention of child abuse. Provide education programs in the community to clients and their families. Build supportive and nurturing relationships with clients and their families; assist them in dealing with issues including, but not limited to, runaway, truant, and delinquent behaviors. Strengthen family coping skills in order to ensure the youths’ physical, emotional and spiritual needs are met. Provide therapeutic interaction to assist parents in resuming and maintaining their parental responsibility.

What you'll do:

• Establish and build supportive and nurturing relationships with clients and their families.
• Provide effective and appropriate counseling for crisis intervention as required, both face-to-face and over the phone.
• Assist clients and their families in dealing with issues such as runaway, truant (school related issues), and delinquent behaviors.
• Provide effective and appropriate youth education for coping skills strategies.
• Strengthen family coping skills to ensure the youths’ physical, emotional, and spiritual needs are met. Provide therapeutic interaction to assist parents in resuming and maintaining their parental responsibilities.
• Follow-up with families in aftercare according to each family’s individual needs.
• Communicate with Buckner staff, schools, and other agencies to assess client’s progress and needs.
• Provide effective and appropriate individual, group, and family consultation for youth and their families according to the established Action Plan.
•  Accurately document all individual, group, and family consultations for youth and their families in accordance with their Action Plans.
• Timely and accurately complete Action Plans in accordance with established guidelines. Timely and accurately complete all necessary program paperwork, including intake assessments and discharge paperwork, in accordance with established guidelines.
• Develop, monitor, and manage Action Plans and reviews as scheduled; attend case staffing; involve families and youth in case reviews on an as needed basis.
• Timely and accurately enter information into the FAYS (Extended Reach) Database System; maintain current information in the FAYS (Extended Reach) Database System.
• Consult with supervisor on specific client needs on a regular basis; immediately notify supervisor of any change in client situation or crisis.
• Answer main phone line, receive referrals, and provide service to walk-ins on a rotating schedule as required. Transfer phone lines to on-call phones appropriately and as required.
• Report suspected child abuse and/or neglect to Administrator and appropriate law enforcement agency.

What you'll bring:

• Requires in-depth understanding of a comprehensive field of knowledge normally associated with the attainment of a Bachelor’s Degree in a related field or a Master’s Degree in social work. Bachelor’s Degree in a related field required; Master’s Degree preferred.
• Minimum 2 years prior related experience working with families in a professional setting required. Other Requirements
• Requires proficient ability to speak, read and write English. Ability to speak, read and write Spanish preferred.
• Requires ability to define problems, collect data, establish facts, and draw conclusions dealing with abstract variables.
• Requires proficient working knowledge of family therapy, family systems, crisis intervention and resolution, etc.
• Requires ability to effectively and appropriately work with clients and families from all racial, ethnic, social-economic, and religious backgrounds; requires ability to understand and relate to individuals from various backgrounds.
• Requires ability to hear and receive verbal instructions, answer phones, communicate with people in situations with some background noise.
• Requires ability to recognize differences in sound, such as voices/noises that are loud and playful instead of angry and combative; ability to differentiate tones and volumes in conversations.
• Requires ability to work under minimal supervision and exercise excellent professional judgment with awareness that error may have serious consequences. Requires ability to exercise patience, initiative, 
  and judgment following established guidelines for the program.
• Requires ability to travel to various geographic locations and some overnight stays. Requires ability to obtain and maintain the necessary documentation to travel.

We are seeking a Board Support Coordinator to provide relational and administrative support to the Board of Trustees through the Office of the General Counsel. As a Board Support Coordinator, you will Shine Hope as you serve through providing administrative and project support for the development and maintenance of mechanisms that support communications with the Board of Trustees. Join our team and shine hope in the lives of others! 

What you'll do:

• Manage tasks and projects assigned by the Board Administrator and Director-Legal Department.
• Coordinate meetings for the Buckner Board of Trustees and its subsidiaries including but not limited to arranging meeting space, meals, transportation, sending invitations, assist with preparing agendas, board meeting calendars for the year and uploading documents to the e-tool, coordinating travel and lodging.
• Proficiently administer the on-line Board support tool and act in a super-user technical capacity to understand the capabilities and limitations of the tool as well as how to optimize its use for the development and upkeep of an e-Board Resource library in support of the Trustees.
• Proficiently negotiate and work with hotels and other vendors to facilitate arrangements for events as assigned. Secure contracts with vendors for services and lodging. Oversee performance of vendors in accordance with the contracted terms for service. Resolve issues immediately. Manage accounting matters related to contracted vendors.
• Attend meetings at various geographic locations to assist with location and event needs. Travel domestically and international as needed and requested to support the organization.
• Perform assignments, projects, and other duties as requested. Perform general office tasks as required.
• Work successfully as part of the Board support and administration and Legal team with responsibility for maintaining working relationships with co-workers and maintaining the utmost level of confidentiality and professionalism.
• Provide telecommunications support including answering phones, taking messages, and timely and accurately routing messages and requests to the appropriate person. Accurately identify high priority callers and take immediate action to inform the department Board Administrator and Director and/or attorneys as necessary to properly manage routing of the caller and/or message to the appropriate individual.
• Meet regularly and as requested for staff meetings and Board experience and planning meetings.
• Timely and accurately submit hotel and travel invoices.
• Timely and accurately process Trustee reimbursement expenses and file in appropriate folders.

 What you’ll bring:

• Requires the ability to maintain confidentiality.
• Requires in-depth understanding of business principles related to project management, office administration, and accounting as evidenced by the attainment of a Associates Degree in Business Administration or a related field of study.
  • Alternatively, requires a High School Diploma (or G.E.D.) plus a minimum of 5 years prior related experience.
• Requires a minimum of 5 years supporting C-suite personnel; prior related experience supporting a Board of Directors or Trustees required.
• Requires proficient understanding of project management, process design and procedures development and continuous improvement. Requires proficient ability to define problems, collect data, establish facts, and draw conclusions dealing with abstract variables.
• Proficient working knowledge and ability to accurately and timely operate and perform computer related tasks with specific equipment and software applications, including Boad Management Software, Microsoft Word, Excel, Access, Power Point, and Outlook, required. Ability to perform tasks using accounting software or other systems required.
• Requires ability to effectively negotiate contracts with vendors.
• Requires proficient ability to speak, read and write English.
• Requires a strong sense of diplomacy and demonstrated success in developing strong collaborative relationships with organizational peers and outside colleagues. Requires ability to relate positively, influentially, and sensitively to a broad spectrum of persons in a variety of multi-tiered relationships and settings. Requires problem-solving skills.
• Requires recognized ability to meet multiple deadlines by maintaining a high level of organization.
• Requires the jobholder to work nights and weekends as needed to meet business needs.
• Ability to use up to 20 pounds of force occasionally, and /or up to 20 pounds of force frequently, and /or up to 10 pounds of force continuously to move objects.
• Ability to stand, walk, stand and sit, sometimes for prolonged periods of time.
• Requires ability to drive assigned vehicle(s) or personal vehicle, with appropriate state license, following all laws applicable; must provide proof of liability insurance and must be eligible to be insured under Buckner’s insurance policy. Must be age 21 or older to drive on behalf of Buckner.
• Requires ability to travel to various geographic locations, both domestic and international, with some overnight stays. Requires ability to obtain and maintain the necessary documentation to travel internationally.
• Requires ability to speak clearly and make self understood in face-to face interactions; to articulate with extreme accuracy and precisions to give directions speak on the phone, etc.
• Requires ability to communicate effectively orally and in writing.
• Requires ability to establish and maintain effective working relationships with staff, trustees, vendors, residents, families, agency representatives, etc.
• Requires ability to effectively work under pressure and remain flexible as priorities change; ability to effectively communicate orally and in writing and speak in front of groups.
• Requires ability to work under minimal supervision; exercise sound judgment and confidentiality.
• Requires recognition that the organization is a faith-based organization operating with a commitment to Christian principles.

The above description reflects the details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. 

Are you passionate about combining technical expertise with customer-centric problem-solving to make a real impact? As a Solutions Engineer on our team, you will play a crucial role in driving customer success by supporting the pre- and post-sales customer journey. You will collaborate closely with our sales, support, and product teams to deliver tailored solutions that meet the needs of K-12 school districts. This position requires a blend of technical expertise, problem-solving skills, and the ability to establish strong customer relationships. You will be a key resource for ensuring that our solutions are effectively implemented, configured, and utilized to their fullest potential. If you're ready to make a difference and be a trusted partner for schools nationwide, this is the opportunity for you!

ABOUT THE ROLE - Key Responsibilities

• Product Implementation and Configuration: Partner with the sales team to implement products pre- and post-sales, ensuring accurate configurations tailored to each customer's specific requirements.   
• Customer Collaboration: Anticipate and interpret customer needs through effective questioning and active listening, ensuring our solutions align with their immediate and long-term goals.   
• Proactive Engagement: Maintain strong customer relationships by regularly sharing product updates, insights, and best practices.   
• Technical Escalation: Work closely with the Support team to address and resolve complex technical issues.   
• Cross-Functional Advocacy: Collaborate with Sales, Support, and Product teams to follow up on customer needs, prioritize requests, and advocate for solutions that meet their expectations.   
• Training and Enablement: Provide customers with comprehensive training to maximize product utilization and drive engagement.   
• Manager Escalations: Identify and raise concerns in a timely manner make recommendations to help clients be more successful 
• Data Accuracy: Maintain accurate data in the CRM (ChurnZero), such as client contacts, journeys, meetings, and configurations. 

 ABOUT YOU

You bring a unique blend of technical knowledge, customer focus, and communication skills to the role. You are passionate about helping schools and educators succeed and thrive in a dynamic environment. The following skills and experience will set you up for success in this position: 

• User Provisioning Experience: Familiarity with Azure, Active Directory, and Google Admin Console.   
• Deployment Strategy: Knowledge of endpoint management tools like GPO, SCCM, Intune, or other similar solutions.    
• Networking Familiarity: Basic understanding of enterprise networking; Network Administrator experience is a plus.    
• Education / Work History: Bachelor's degree preferred, with at least 3 years of relevant experience, preferably in an educational setting or EdTech.    
• Client-Obsessed: A passion for building deep relationships with key stakeholders and becoming a trusted advisor.    
• Cross-Functional Communicator: Ability to articulate complex technical solutions clearly to a diverse audience, both in writing and verbally.    
• Detail-Oriented: Skilled at documenting and recording information accurately and with strong organizational habits.    
• Sales Support Experience: Prior experience providing technical support in sales is advantageous.    
• Collaborative and Independent: Adept at working both independently and as part of a team.    

Note:

• This role will require up to 15% travel for client meetings, industry events, and occasional team gatherings 
• Sponsorship is not provided for this position.

At Lightspeed Systems, you'll be part of a dynamic team shaping the future of education technology. Join us in our mission to create safer and more effective digital learning environments for students worldwide. 

LOCATION: 

• This position will be located in our credit office in San Angelo, Texas. 

EDUCATION REQUIREMENT:

• High school diploma or associate’s degree.

JOB REQUIREMENTS:

• Two (2) years of related experience in loan administration, office operations, or customer service with exposure to financial services, mortgage, title insurance industry, or experience deemed equivalent at the discretion of Capital Farm Credit (CFC).

JOB SUMMARY:

• An entry level position responsible for basic loan administration, loan accounting, content management, credit support, and other office administration work.
• Administers simple to moderately complex loan portfolios and effectively responds to customer service inquiries on a routine basis.
• 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.

FUNCTIONS:

• Provides excellent customer service on a consistent basis by greeting customers, answering phones and customer inquiries, and facilitates communications between internal departments and external parties. Works with senior staff to research and resolve issues.
• Under direction and oversight, sends the loan application(s) to applicants, reviews completed application for accuracy and completeness, and communicates with applicants on additional needs. At a basic level, develops and organizes loan applicant information.
• Under direction and oversight, enters pertinent loan data into loan origination systems, including financial information such as balance sheets and other data required. Acquires credit bureau reports and generates credit scores.
• Conducts appropriate searches within various systems as required for borrowing entities. Reviews results to ensure compliance related to entity tax status and OFAC standings. Gains a basic understanding of UCC lien search results and UCC lien status.
• Under guidance, drafts and sends communication of initial credit decision to applicants. Assists with communicating additional needs and updates with applicants and members of the loan committee through due diligence process.
• Requests and develops basic knowledge of title commitment and supporting documents from title companies that are relevant to each loan file. Gains an understanding of coordination needed with internal departments for review and approval of necessary documents.
• Through direction and oversight, reviews files in loan origination system to help identify errors and ensure accuracy prior to loan committee approval and loan processing requests. Requests final loan committee approvals. Submits loan file to Document Preparation Department.

• With direction and oversight, coordinates loan closings; assembles, reviews, and delivers closing packet for execution; and reviews documentation to ensure proper execution.

• With guidance and oversight, onboards new loans from loan origination system into the loan accounting system and disburses loan proceeds; confirms loan was closed in compliance with loan closing instructions; monitors borrower loan conditions and documents the file accordingly. Assists the loan committee by requesting and filing necessary information to satisfy loan covenants and other reporting requirements.

• Develops an understanding of lien perfection through deed of trust and/or UCC filing and maintenance. Establishes and maintains electronic loan files and sends original documents to the Collateral Custodian. Works with internal departments to finalize and certify loans.

• Processes loan payments, disbursements, and related tasks necessary to service loan portfolio.
• Develops basic knowledge of cooperative structure, patronage program, and CFC product offerings.

• At a basic level, assists with credit servicing actions. With oversight and direction, reviews executed servicing action documentation, submits revisions to accounting systems, and updates electronic file documentation.

• Develops basic knowledge of required procedures, policies, processes, internal controls, and regulations with an ability to research and apply.

• Develops foundational knowledge of multiple systems and programs and demonstrates the ability to use CFC programs and systems used in lending and office administration.

• Assists with general office administration and operates a variety of standard office equipment.

REQUIRED SKILLS:

Basic Knowledge of:

• Accounting/financial systems.
• Computer systems and office equipment used for file management, file classification practices, and retrieval of business information.
• Documentation requirements for title insurance, deeds of trust, UCC financing statements, crop insurance, and flood insurance.

• Professional, oral, and written correspondence principles.
• Intermediate skill level in Microsoft Office applications.
• Organization and time management practices.
• Attention to detail.
• Working in a collaborative environment.
• Critical thinking skills.

At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant.

AA/EOE/M/F/D/V; Full description available on request