Client Relations Specialist/Branch & Loan Operations
Farm Credit Services, Americus, GA, United States
Client Relations Specialist/Branch & Loan Operations
Company Profile
Southwest Georgia Farm Credit is a financial institution that provides financing for agriculture, agribusiness and rural real estate purchases and improvements. We are headquartered in Bainbridge, with six offices that service 21 counties in the southwestern-most portion of the state of Georgia. With over $600 million in assets, Southwest Georgia Farm Credit is a cooperative and part of the nationwide Farm Credit System.
Job Description The Client Relations Specialist/Branch & Loan Operations Specialist serves as an extension of the Relationship Manager assisting and expediting the workflow for the entire lending process, from the initial point of client contact through the loan application, closing, and ongoing loan servicing processes. The successful candidate will assist with all client interactions in coordination with the Relationship Manager regarding specific loan action requests coming from prospective or existing clients, professionally interacting with the clients to ensure all necessary procedures are followed and all required information is gathered for the Credit Department to perform the loan underwriting, collateral evaluation, and loan closing processes. In addition, the Client Relations Specialist/Branch & Loan Operations Specialist is also responsible for office administration and management, completing routine administrative tasks; receiving visitors and answering the telephone, handling the mail, maintaining office supplies, and opening and closing the office; serving as a joint contact in posting and depositing incoming payments, including all necessary accounting reports and disbursement of loan funds.
Required Qualifications
Education and/or experience equivalent to an Associate Degree in Business, Finance or Accounting
Two years of related customer service work experience preferred
Highly organized and motivated with an adaptive attitude of teamwork and quality workmanship
Ability to interact with a wide range of people and a strong aptitude for working with the public
Ability to organize and prioritize work in order to efficiently handle projects and activities
Skill in accessing and understanding association loan accounting systems, statements and Farm Credit System information
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Job Description The Client Relations Specialist/Branch & Loan Operations Specialist serves as an extension of the Relationship Manager assisting and expediting the workflow for the entire lending process, from the initial point of client contact through the loan application, closing, and ongoing loan servicing processes. The successful candidate will assist with all client interactions in coordination with the Relationship Manager regarding specific loan action requests coming from prospective or existing clients, professionally interacting with the clients to ensure all necessary procedures are followed and all required information is gathered for the Credit Department to perform the loan underwriting, collateral evaluation, and loan closing processes. In addition, the Client Relations Specialist/Branch & Loan Operations Specialist is also responsible for office administration and management, completing routine administrative tasks; receiving visitors and answering the telephone, handling the mail, maintaining office supplies, and opening and closing the office; serving as a joint contact in posting and depositing incoming payments, including all necessary accounting reports and disbursement of loan funds.
Required Qualifications
Education and/or experience equivalent to an Associate Degree in Business, Finance or Accounting
Two years of related customer service work experience preferred
Highly organized and motivated with an adaptive attitude of teamwork and quality workmanship
Ability to interact with a wide range of people and a strong aptitude for working with the public
Ability to organize and prioritize work in order to efficiently handle projects and activities
Skill in accessing and understanding association loan accounting systems, statements and Farm Credit System information
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