Customer Relationship Specialist or Financial Support Specialist
Farm Credit Mid-America - Columbia City, IN

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The Customer Relationship Specialist provides exceptional, first-level, internal and external customer service. Responsibilities include helping to market, cross-sell and deliver credit and other financial services to our customers and prospective customers. This position also provides administrative support for others in the field business development division, and maintains information and reporting as directed.

MAJOR RESPONSIBILITIES :
1. CUSTOMER RELATIONSHIPS: Establishes, develops, and maintains strong internal and external customer relationships by consistently providing quality service that is timely, thorough, and responsive and exceeds customer expectations. Receives walk-in customers and incoming customer calls and provides administrative support to field business development division team members including sales office staff, and crop insurance and Agribusiness team members.

2. CROSS-SELLING: Develops a customer relationship by proactively cross-selling core products and other services to our customers or prospective customers. This includes following up on Agnition loans for cross-sell opportunities.

3. INFORMATION MAINTENANCE AND REPORTING: Monitors database entry and reporting; maintains association database; processes required reports from FCS databases; and backs up information daily.

4. TEAM COORDINATION and ADMINISTRATIVE SUPPORT: Coordinates with field business development division team members including sales office staff, and crop insurance and Agribusiness team members to build relationships with and serve customers. Provides administrative support for all of these roles, as assigned, including direct mailing, event/meeting planning, appointment scheduling, scanning, copying, and customer communication. Helps coordinate with credit staff on processing, organizing and completing individual loans, as assigned. Coordinates with support departments to answer questions, resolve operation problems and share necessary information

MINIMUM REQUIREMENTS

Education and Experience
This is an entry level position for a Customer Relationship Specialist. The primary responsibility is to coordinate customer information and become a fully functional Customer Relationship Specialist through training and on-the-job experience.

Minimum Qualifications: High School diploma and at least one year experience in two or more of the following areas: administrative support, financially related customer service or computer operations.

The Financial Support Specialist provides exceptional, first-level, internal and external customer service by supporting the delivery of financial services. Responsibilities include helping to gather customer financial information, process loan requests, and complete closing processes. This position also provides backup support for the Customer Relationship Specialist role, works with others in the field business development division, and maintains information and reporting as directed.

MAJOR RESPONSIBILITIES :
1. CUSTOMER RELATIONSHIPS: Establishes, develops, and maintains strong internal and external customer relationships by coaching others and consistently providing quality service that is timely, thorough, and responsive and exceeds customer expectations. Backs up the Customer Relationship Specialist to receive walk-in customers and incoming customer calls.

2. DELIVERS AND SERVICES CREDIT: An equally primary role is to provide support to the lending process. This support includes the following:

a. Renews and converts existing credit-scored loans and assists and helps process new loans for walk-in and telephone customers. This includes determining the customer’s needs, completing appropriate worksheets, transmitting information, closing and disbursing funds or denying the loan.
b. Gathers appropriate customer information and assists the Financial Services Officers, Loan Underwriters, Business Analysts and Loan Processing Specialists to originate and submit the loan for approval.
c. Obtains basic information and processes credit scored commercial, ag mortgage and/or consumer loans. This position can start this process on traditional commercial, ag and consumer loans so the FSO can follow up.
d. Obtains annual financial information and hands off to Financial Services Officer or Financial Services Associate if customer follow up is needed.
e. Ensures regulatory compliance by checking loans and being a compliance resource for the office or region.
f. Closing: orders and checks title work, orders appraisals, orders closing documents, and makes sure docs are accurate and ready for closing. Conducts closings as directed.

3. CROSS-SELLING: Develops a customer relationship by proactively cross-selling core products and other services to our customers or prospective customers. This includes following up on Agnition loans for cross-sell opportunities.

4. INFORMATION MAINTENANCE AND REPORTING: Monitors database entry and reporting; maintains association database; processes required reports from Farm Credit Mid-America databases; and backs up information daily.

5. TEAM COORDINATION: Coordinates with field business development division team members including sales office staff, and crop insurance and Agribusiness team members as necessary. Coordinates with credit staff on processing, organizing and completing individual loans, as assigned. Coordinates with support departments to answer questions, resolve operation problems and share necessary information.

6. REPRESENTS AND COMMUNICATES THE MISSION AND VALUES OF Farm Credit Mid-America and complies with its conduct policy, security policy and confidentiality expectations

MINIMUM REQUIREMENTS

Education and Experience
This level of Financial Support Specialist supports credit and servicing for credit scored commercial, ag mortgage and/or consumer loans. Knowledge of agricultural industry (personal, professional or educational) is required for ag loan work .

Minimum Qualifications: High School diploma and at least four years of successful experience in two or more of the following areas: financially related customer service, loan processing, loan servicing, or Farm Credit Mid-America Customer Relationship Specialist responsibilities.

We are proud to be an EEO/AA employer M/F/D/V. .

Farm Credit Mid-America - 7 months ago - save job - block
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