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Lending Specialist
Lending SpecialistOklahoma AgCredit • Broken Arrow, OK, US
Lending Specialist

Lending Specialist

Oklahoma AgCredit • Broken Arrow, OK, US
3 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Oklahoma AgCredit provides loans, leases and financial services to farmers, ranchers and rural businesses and homeowners in 60 of 77 counties in Oklahoma.  We are part of the Farm Credit System that supports rural communities and agriculture with reliable and consistent credit.  We are headquartered in Edmond, Oklahoma.

Learn more at  www.okagcredit.com .  Position Summary :

  • The Lending Specialist provides borrowers with excellent customer service by greeting them warmly, posting payments as directed, answering phones calls, filing loans documents electronically, and pulling daily reports for review and approval.

The Lending Specialist will also support the location by maintaining supplies, marketing items and facility services as needed.   Position Responsibilities :

  • Loan Servicing and Closing Imports loan documents into electronic filing software OnBase  Prints, mails or emails lending documents to various departments or customers  Ensures timely completion and scanning of filings, OnBase and post- / pre-close signed documents to borrowers  Reviews legal documents before sending to collateral custodian  Sends delinquency letters to customers  Coordinates with insurance specialist on borrower insurance and filings  Prepares mortgage releases after payoff is received  Prepares Loan Servicing Documents, Books Process and OnBase  Organizes, interprets and verifies legal descriptions and abstracts  Customer Service  Greets walk-in guests with a warm greeting and helps guests or directs them to the appropriate team member   Answers and directs phone calls to appropriate team members  Answers general questions and provides payment receipts to customers  Attends at least two marketing events annually  Coordinates with other team members on marketing, office supplies, activities and other events for the region  Teller  Posts monthly payment information to Teller based on data from NGS Initiates wires  Disburses loan fees  Sends accounts payable and ACH’s to accounting for payment  Check 21  Determines if checks need to go to bank or through machine Processes checks according to timelines  Balances Check21 inputs daily  Daily Reports  Runs daily and monthly reports regarding DFM, Drafts, ACH, LB, FTC, BLS and others as assigned  Identifies when to post transactions or make changes to an account  Obtains approval from Lending Officer or RVP  Scans approved report into OnBase   Facility Maintenance and Supplies  Performs minor facility maintenance   Identifies need for service on facilities  Schedules service as needed and monitors service delivery for facility needs Ordering marketing items and giveaways  Checks office supply inventory  Orders online or picks up supplies at local stores  Data Security and Confidentiality  Appropriately protects the confidentiality, security, and integrity of the Association’s systems and data and clients’ data  Travel Requirements : Position requires travel between 10% - 20%  Minimum Qualifications :   Associate’s degree or experience equivalent to perform the essential functions of the job 1 year of related experience in banking, financial services, legal and title work, and customer service  Or an equivalent combination of education and experience sufficient to perform the essential functions of the job  Knowledge and Skills Required : Working knowledge of the agriculture industry Knowledge of Word / Excel / Outlook sufficient to create, update and save basic documents General knowledge of basic accounting practices  Working knowledge in reading and identifying income statements, balance sheets, tax returns and other financial reports  Skill in negotiating general agreements to achieve the best outcome for the organization  Skill in listening and conveying awareness of a customer's problem or issue to find resolution  Skill in utilizing technology to increase efficiency   Skill in interacting and working effectively with others  Skill in promoting the Association’s products and services   Skill in establishing and maintaining relationships with customers or vendors  Skill in organizing material and information in a systematic way to optimize efficiency  Skill in applying processes and procedures  Skill in engaging, collaborating, and building trust with borrowers  Skill in utilizing time in an efficient and effective manner  Skill in focusing on and tracking details  Skill in providing customer service  Skill in delivering difficult messages effectively  Skill in gathering, compiling and organizing information  Skill in oral and written communication, sufficient to exchange information effectively with peers, supervisor, and customers  Oklahoma AgCredit offers a competitive compensation and benefits package, including : Competitive base pay with an incentive plan 401(k) Match 9% Maximum Paid Vacation (15 days), Sick Leave (15 days) and Holidays (12 days) Excellent medical, Dental, Vision, Life Insurance Flexible Spending and Health Savings Accounts Wellness program activities and rewards Customer-Centric Environment Opportunity to Give Back to Agriculture  Interested candidates should apply at this link :   https : / / oklahomaagcredit.applytojob.com / apply    Oklahoma AgCredit is an Equal Opportunity Employer dedicated to diversity in the workplace and offers a great work environment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability, genetic information or protected veteran status.   Important note : We care about your hiring process and take it seriously.
  • A real person will review your application, meaning response timelines may vary.
  • The interviewing process at Oklahoma AgCredit may include emails, texts, phone calls, and on-site interviews.
  • We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit.
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    Lending Specialist • Broken Arrow, OK, US

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