Financial Services Specialist

4 weeks ago

West Plains, United States FCS Financial Full time

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 West Plains 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 West Plains, 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 FarmerSupervises: NoneResponsibilities/DutiesPercentageJob Functions55%Loan Origination, Processing and ServicingAssists the Financial Services Officers in preparing loan packages that meet procedural and regulatory requirements by:Assisting in the collection of personal and financial dataCompleting data entry for loan submissionOrganizing and reviewing data for completeness and accuracy (underwriting/ loan servicing, etc.)Determining and ensuring completion of compliance requirementsPreparing loan closing documentationVerifying adequate insurance coverage and local, state and third party required loan documentationFollowing 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 determinationsMaintaining electronic fileInterpreting and satisfying loan approval conditions and reconciling verificationsCompleting and submitting documents for various government sponsored loans per program requirements (MoFirst, FSA, etc.)Processing loan servicing action requestPost close data review and maintenanceOrdering and reviewing title work and appraisals15%Customer ServiceAnswers 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 customersProvides various other services which may include loan and funds held advances, payoff documentation, ordering drafts and notary servicesProvides standard information on rates, products and insurance to customers15%Account MaintenanceApplies standard processes, policies and procedures to determine actions on various account maintenance activities, which may include:Posting receipts and disbursements dailyMonitoring daily, monthly and year end reports to identify and resolve discrepanciesProcessing incoming and outgoing electronic transfersMaking initial customer contact on early delinquent paymentsCorrecting customer account payment or disbursement entriesDetermining need for collateral releases and returning paid notes in compliance with paid in full loan proceduresMonitoring insurance documentation to ensure procedural requirements are metAssists in monitoring Loan Covenants and servicing plans15%General Office DutiesContacts service providers for office equipment and building maintenance and document shreddingOrders office suppliesSchedules, sets up and coordinates meetings and events for internal and external groupsAuthorizes invoices for office expensesHandles internal and external mailn/aOther 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 SkillsMinimum QualificationsHigh School diploma2 years of related experienceOr an equivalent combination of education and experience sufficient to perform the essential functions of the jobRequired Knowledge and SkillsWorking knowledge of the operation of a multi-line phone systemGeneral knowledge of credit processing proceduresGeneral knowledge of accounting practices and proceduresOral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customersSkill in listening and conveying awareness of a customer's problem or issue to find resolutionSkill in performing a variety of duties, often changing from one task to another of a different natureSkill in organizing material and information in a systematic way to optimize efficiencySkill in recognizing and maintaining confidential informationSkill 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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