AgWest Farm Credit
Loan Specialist
AgWest Farm Credit, Paso Robles, California, us, 93447
AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture.
AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West.
We are in search of a Loan Specialist l, ll or lll to join our California Lending and Insurance department in Paso Robles, California. This full-time position reports to the SVP, Portfolio Manager and is accountable for credit-related processing, loan file management, accounting and customer account maintenance.
This position is eligible for a hybrid work schedule and one-time home office stipend after initial training period.
Compensation Information
The base salary range for this position in Paso Robles is:
Level I: $42,000 - $61,000; bonus at target is 6% of salary.
Level II: $46,000 - $69,000; bonus at target is 6% of salary.
Level III: $51,000 - $76,000; bonus at target is 6% of salary.
Job Requirements
Support lending staff in the management of customer relationships by processing transactions, resolving account/customer issues, and providing administrative support.
Support lenders and customers in their credit requests by completing loan packages, maintaining accurate loan file documentation, preparing reports and ordering loan and lease documents.
Provide support to meet customer needs and enhance the customer experience.
Manage information flow among loan officers, credit analysts, documentation staff, accounting staff, appraisal teams, title companies, and customers.
Complete accurate and compliant work, with attention to numbers, calculations, details, and deadlines.
Maintain a notary public license.
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
Other duties as assigned.
Minimum Requirements
Generally requires one or more years of related financial support experience.
Proven analytical and statistical skills to evaluate, prioritize, and categorize data in various formats.
Proven ability to organize and prioritize work to meet deadlines.
Solid interpersonal, collaboration, communication, team building, problem solving, analytical, organizational and time management skills.
Solid computer skills including MS Office applications.
Ability to work with a high degree of accuracy with frequent customer contact via mail, email, phone, and walk-ins.
Ability to read, write and present general business information.
Preferred Requirements
Agricultural background and/or general knowledge of agricultural practices.
Benefits Offered by AgWest
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, 11 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.
Details about insurance and retirement benefits are available at: https://www.farmcreditfoundations.com/fcfbenefits
#LI-Hybrid
Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law.
#J-18808-Ljbffr
AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West.
We are in search of a Loan Specialist l, ll or lll to join our California Lending and Insurance department in Paso Robles, California. This full-time position reports to the SVP, Portfolio Manager and is accountable for credit-related processing, loan file management, accounting and customer account maintenance.
This position is eligible for a hybrid work schedule and one-time home office stipend after initial training period.
Compensation Information
The base salary range for this position in Paso Robles is:
Level I: $42,000 - $61,000; bonus at target is 6% of salary.
Level II: $46,000 - $69,000; bonus at target is 6% of salary.
Level III: $51,000 - $76,000; bonus at target is 6% of salary.
Job Requirements
Support lending staff in the management of customer relationships by processing transactions, resolving account/customer issues, and providing administrative support.
Support lenders and customers in their credit requests by completing loan packages, maintaining accurate loan file documentation, preparing reports and ordering loan and lease documents.
Provide support to meet customer needs and enhance the customer experience.
Manage information flow among loan officers, credit analysts, documentation staff, accounting staff, appraisal teams, title companies, and customers.
Complete accurate and compliant work, with attention to numbers, calculations, details, and deadlines.
Maintain a notary public license.
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
Other duties as assigned.
Minimum Requirements
Generally requires one or more years of related financial support experience.
Proven analytical and statistical skills to evaluate, prioritize, and categorize data in various formats.
Proven ability to organize and prioritize work to meet deadlines.
Solid interpersonal, collaboration, communication, team building, problem solving, analytical, organizational and time management skills.
Solid computer skills including MS Office applications.
Ability to work with a high degree of accuracy with frequent customer contact via mail, email, phone, and walk-ins.
Ability to read, write and present general business information.
Preferred Requirements
Agricultural background and/or general knowledge of agricultural practices.
Benefits Offered by AgWest
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, 11 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.
Details about insurance and retirement benefits are available at: https://www.farmcreditfoundations.com/fcfbenefits
#LI-Hybrid
Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law.
#J-18808-Ljbffr