Loan Specialist

Imperial, CAfull time

On Site

$44k–$58k

H1B: no

Agwestfarmcredit Loan Specialist I or II at AgWest Farm Credit provides administrative assistance to originate, disburse, and service customer loans. Responsibilities include performing due diligence investigations, reviewing loan documents, and processing financial transactions.

Responsibilities

Perform administrative duties including typing correspondence and documents, establish and maintain electronic files, and greet customers in person and on the phone
Gather, accurately enter, and maintain customer information and customer financial information into applicable systems
Perform required due diligence investigations of loan applicants, including public records searches, credit bureau reports, employment, income, assets and liabilities
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
Respond to customer inquiries and process customer transactions including disbursements, internal account transfers
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
Process requests for financial transactions including wires, internal transfers, receipts, and disbursements
Ensure appropriate information security protocols are followed

Qualification

High school diploma or equivalentTraining in general office skillsAbility to produce accurate reports

Required

High school diploma or equivalent
Previous experience in commercial lending, banking or related field
Training in general office skills
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 support above average portfolio of more complex credit relationships
Ability to work efficiently and effectively on multiple projects in multiple software programs

Preferred

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

Dental
Vision
401(k)
Equity/RSU
Life Insurance
Wellness

Company

Agwestfarmcredit

View company page

Source: greenhouse

Active within the past hour

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Must-Have Skills for This Role

TypingPublic records searchesCredit bureau reportsTitle evidenceAppraisals

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