Loan Specialist

Remote, USA Full-time
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. 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 Skills 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 Training in general office skills Experience in commercial 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! Company Overview AgWest Farm Credit provides agricultural lender and crop insurance services to farmers, ranchers, and timber harvesters. It was founded in 1916, and is headquartered in Spokane, Washington, USA, with a workforce of 1001-5000 employees. Its website is
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