Financial Specialist West Region Team Lead

2 weeks ago

Raleigh, United States AgCarolina Farm Credit Full time
Job Description

Financial Specialist West Region Team Lead - AgCarolina West Region (region consists of Raleigh, Smithfield, Louisburg, Harnett County, Rocky Mount and Clinton - Exact location of position subject to office availability)

The right person for the job will actively work with the Financial Specialist West Region Team and other Financial Specialist Leads to assist in loan administration and business development tasks. The job requires an ability to provide direct in-office support primarily to Agribusiness Loan Officers and occasionally with Branch Lenders as well as managing and developing a team of Financial Specialists. You should enjoy the challenge of ensuring loan packages are compliant with all FCA and applicable association policy and procedures, the financial specialist pipeline is accurate, and the team is quick to respond to loan requests all while maintaining excellent customer service and support.

If you:
  • have thorough knowledge of loan administration and lending support functions
  • are a skilled leader with exceptional team building, organization and multitasking skills
  • want to ensure quality and compliant standards within a team
  • understand agriculture and rural communities
  • are looking for the excitement of being part of the solution to agricultural financing, which benefits both our state and our nation
  • want more excitement, challenges, and rewards for your efforts
  • want to be part of a dynamic team and company, with a great work culture
then you might be the person we are looking for

The Financial Specialist West Region Team Lead will contribute to all business objectives including "Serving Our Members & Rural Communities." This position would report to the West Regional Manager.

**Internal candidates for this position must be in their current role for at least 12 months before applying.

How you will impact AgCarolina Farm Credit:
  • Leads and manages a team of financial specialists, assuring a well-trained and motivated staff capable of meeting the challenges facing the Association
  • Coordinators with Regional Manager and other Financial Specialist Team Leads on process improvement needs, revisions, and/or training
  • Assists with the management, organization, development and direction for various lending support functions
  • Manages the financial specialist pipeline to monitor workloads and ensure accurate and quick response to loan requests
  • Addresses and assigns all loan requests received and customer service issues
  • Coaches and provides direction to staff ensuring compliance with all FCA and applicable association policy and procedure
  • Monitors applicable systems and documentation for coding and lending related errors and provides recommendations to correct and eliminate the repetition of the same errors
  • Assists branch lending staff and helps facilitate other branch duties
  • Efficiently and accurately prepares AgVue credit request for AgScoring, traditional underwriting or analyst use
What you need to succeed:
  • Education and/or experience equivalent to an Associate's degree in Business Administration, Agriculture, Economics, or Finance
  • 3 or more years of Financial Specialist experience and/or proven performance preferred
  • Strong interpersonal, customer service, organization, and problem-solving skills
  • Self-starter with strong analytical, judgement, and communication (oral and written) skills
  • Capability to handle high stress situations in both a business and professional manner
  • Computer experience with intermediate skills in Windows, Microsoft Word, Microsoft Excel, and PowerPoint
  • Quick learner, strong problem solver, and adaptable
  • Work independently under general supervision
  • Foster and promote a team atmosphere

Interview Process:
Applications received within the first 2 weeks of posting date will receive priority consideration. The position will remain open, however, until the vacancy is filled.
  1. Phone Screen with HR Representative
  2. In-person interview

It is the policy of AgCarolina to provide equal employment opportunities without regard to race, color, religion, sex, pregnancy, childbirth or related conditions, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law.

About Us

Who is AgCarolina?Headquartered in Greenville, North Carolina, AgCarolina Farm Credit offers career opportunities throughout Eastern North Carolina. We service the financing needs of farmers and rural residents. . Federally chartered and a part of the national Farm Credit System, we are locally owned by our members. As we work together, we can help you achieve your goals and dreams, while strengthening our communities.

AgCarolina Farm Credit is the largest ag lending cooperative operating in North Carolina with a local presence throughout the territory. The Association has over $3 billion in gross loan volume, serving more than 6,000 members.

Our purpose at AgCarolina Farm Credit (ACA) is to serve the agricultural industry and our rural communities, yielding a more prosperous future for all. We are committed to providing constructive credit and financial services to grow the success of our members, one local relationship at a time.

We believe that having a diverse and inclusive team of employees is the best way to serve our agricultural and agribusiness customers. We seek to involve all employees, management team members, and our board of directors in fostering an environment that encourages and promotes the positive contributions of individuals from all backgrounds. By embracing and leveraging our unique strengths and treating people fairly we establish ourselves as a positive corporate citizen and an employer of choice.

We are committed to attracting and developing an outstanding team of employees and supporting each one to achieve his or her full potential. Our success at AgCarolina GROWS by:

•Growing our people and association

•Relationships built on respect, trust, and integrity

•Owning responsibility for our attitudes, actions, and job performance

•Welcoming everyone and treating them fairly

•Serving one another, members, and local communities

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