Customer Svc Rep I

Central Texas Farm Credit • Haskell, TX

3d • $35,000

About The Position

The primary scope of this position is to support business development efforts by providing excellent and knowledgeable customer service either by in-person contact or telephone support. Performs intermediate to advanced-level general office support that may be somewhat complex in nature, works under moderate supervision. Assists loan officers with data input and coordination of loan closings with relevant parties.

Requirements

• High school diploma or equivalent and four (4) or more years of general office/clerical experience and/or customer service experience.
• General knowledge of accounting/financial systems.
• General knowledge of office equipment and systems used for the storage and retrieval of business information.
• General knowledge of standard records management and file classification practices.
• General knowledge of title insurance, crop insurance and credit life insurance documentation.
• General knowledge of documentation requirements for title policies, deeds of trust, and collateral.
• Specialized knowledge of written correspondence principles.
• Skill in oral and written communication.
• Basic skill level in Microsoft Office applications.
• Must be dependable. Regular attendance is required.

Responsibilities

• Manages loan workflow process from application to loan closing.
• Performs various loan administrative and servicing duties, as requested.
• Maintains customer information in Association’s customer relationship management system.
• Assists lending and credit staff with customer loan applications as necessary.
• Approves and forwards bills to the Accounts Payable Department.
• Initiates funding, disbursements, and wire transfer requests for existing loans from Cash Operations team.
• Submits forms and assists customers to enroll in PAID system and AgBanking online.
• Operates a variety of standard office equipment according to detailed instructions, which may include computers, paper shredders, telephones, photocopiers, fax machines, and scanners.

Benefits

• competitive salary
• paid annual leave and sick leave
• paid holidays
• comprehensive benefits package which includes medical, dental, vision and life insurance
• 401(k) with employer match
• HSA contributions
• employee incentive plan
• corporate apparel

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED