Financial Services Specialist

2 weeks ago

Lebanon Missouri, United States FCS Financial Full time
/Job Summary


At FCS Financial, part of the nationwide Farm Credit System, we are looking for a Financial Services Specialist to join our Customer Service Team FCS Financial is a member of the largest agriculture lending cooperative in the United States today.

We are looking for a friendly, confident, customer-focused, pro-active, organized, and precise individual that enjoys working with our customers If you are a team player, and someone who can multitask, this opportunity is for you The person in this role primary focus is to help our Member Owners by providing exceptional front-line customer service in our Lebanon Branch The Financial Services Specialist also assists the Loan Officers in preparing loan packages that meet procedural and regulatory requirements.

This includes, but is not limited to, collecting personal data, preparing loan closing documentation, and organizing and analyzing data for completeness.

Additionally, this person applies standard processes, policies and procedures to determine actions on various account maintenance activities.

The starting salary for this position is $41,000, however salary may be commensurate with experience.

This position is located in Lebanon, Missouri.

This position is classified as Non-Exempt under the Fair Labor Standards Act.

This position is open until filled.

Department:
Marketplace Services

Reports To:
Customer Service Team Leader - Traditional/PT Farmer

Supervises:
None

Responsibilities/Duties

Percentage

Job Functions

55%

Loan Origination, Processing and Servicing

Assists the Financial Services Officers in preparing loan packages that meet procedural and regulatory requirements by:

Assisting in the collection of personal and financial data

Completing data entry for loan submission

Organizing and reviewing data for completeness and accuracy (underwriting/ loan servicing, etc.)

Determining and ensuring completion of compliance requirements

Preparing loan closing documentation

Verifying adequate insurance coverage and local, state and third party required loan documentation

Following up on missing or incomplete documentation (i.e. earnings information / financial information, etc.)

Completing lien and related legal entity searches, background and financial searches and flood determinations

Maintaining electronic file

Interpreting and satisfying loan approval conditions and reconciling verifications

Completing and submitting documents for various government sponsored loans per program requirements (MoFirst, FSA, etc.)

Processing loan servicing action request

Post close data review and maintenance

Ordering and reviewing title work and appraisals

15%

Customer Service

Answers the phones and assists walk in customers by assessing and interpreting customer needs.

Responds to customer request and /or identifies staff member who should respond to customer request.

Accepts, identifies and processes loan payments and provides receipts to customers

Provides various other services which may include loan and funds held advances, payoff documentation, ordering drafts and notary services

Provides standard information on rates, products and insurance to customers

15%

Account Maintenance

Applies standard processes, policies and procedures to determine actions on various account maintenance activities, which may include:

Posting receipts and disbursements daily

Monitoring daily, monthly and year end reports to identify and resolve discrepancies

Processing incoming and outgoing electronic transfers

Making initial customer contact on early delinquent payments

Correcting customer account payment or disbursement entries

Determining need for collateral releases and returning paid notes in compliance with paid in full loan procedures

Monitoring insurance documentation to ensure procedural requirements are met

Assists in monitoring Loan Covenants and servicing plans

15%

General Office Duties

Contacts service providers for office equipment and building maintenance and document shredding

Orders office supplies

Schedules, sets up and coordinates meetings and events for internal and external groups

Authorizes invoices for office expenses

Handles internal and external mail

n/a

Other duties as assigned to meet the needs of the organization.

  • Essential Functions for this position consist of all items listed under any category that make up 5% or more of the job duties. This job description is subject to change without notice.
Required Skills

Minimum Qualifications

High School diploma

2 years of related experience

Or an equivalent combination of education and experience sufficient to perform the essential functions of the job

Required Knowledge and Skills

Working knowledge of the operation of a multi-line phone system

General knowledge of credit processing procedures

General knowledge of accounting practices and procedures

Oral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customers

Skill in listening and conveying awareness of a customer's problem or issue to find resolution

Skill in performing a variety of duties, often changing from one task to another of a different nature

Skill in organizing material and information in a systematic way to optimize efficiency

Skill in recognizing and maintaining confidential information

Skill in utilizing Word, Excel, Outlook, Teams, Docusign and PDF Exchange to increase efficiency and/or effectiveness.

Responsible to appropriately protect the confidentiality, security, and integrity of the Association's systems and data and clients' data

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