Client Relations Specialist/Customer Service Specialist

Southwest Georgia Farm Credit • Dawson, GA

4d • Onsite

About The Position

The Client Relations Specialist/Customer Service Specialist serves as an extension of the Relationship Manager overseeing 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 assume all client interaction responsibilities 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/Customer Service Specialist is also responsible for office administration and management, completing routine administrative tasks; acting as a receptionist by 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.

Requirements

• Education and/or experience equivalent to an Associate Degree in Business, Finance or Accounting
• Highly organized and motivated with an adaptive attitude of teamwork and quality workmanship
• Ability to interact with a diverse group of people and aptitude in dealing 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
• Working hours of 8:00 a.m. – 5:00 p.m.
• Two years of related customer service work experience preferred

Nice To Haves

• Knowledge of operations and appraisals

Responsibilities

• Overseeing and expediting the workflow for the entire lending process
• Client interaction responsibilities in coordination with the Relationship Manager
• Office administration and management
• Completing routine administrative tasks
• Acting as a receptionist
• Handling the mail
• Maintaining office supplies
• Opening and closing the office
• Posting and depositing incoming payments
• Accounting reports and disbursement of loan funds

Benefits

• Competitive pay, with paid vacation, holidays and sick leave.
• Corporate incentive plan with discretionary bonuses when achievement is above and beyond.
• Medical, dental and vision insurance, as well as life and disability insurance.
• Flexible spending and health savings accounts
• Generous 401(k) matching contributions, as well as additional employer contributions.
• Reimbursement for approved higher education pursuits.
• Professional development opportunities.
• Other perks, such as employee discounts, annual on-site flu shots and an annual staff retreat.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree