Loan Specialist I or Loan Specialist II (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Ontario, Oregon, United States; hybrid flexibility is available after an initial in-office training period.
Salary: $40,000–$66,200 annual base salary, depending on level, with a 6% annual performance-based incentive target. Relocation assistance is available to eligible candidates who must relocate.
Company
is a member-owned financial cooperative providing financing and related services to agriculture, rural communities, and agribusiness customers across the Western United States.
What you will do
- Provide administrative support for originating, disbursing, and servicing customer loans.
- Gather, enter, and maintain customer and financial information for loan documents, account monitoring, servicing, and reporting.
- Conduct loan applicant and collateral due diligence, including credit reports, public records, title evidence, appraisals, and verification of income, assets, and liabilities.
- Review loan documents, facilitate customer signings and closings, and coordinate loan booking, certification, and authorized disbursements.
- Process customer transactions, money movement requests, account transfers, and follow-up requirements.
- Participate in customer meetings, farm visits, community events, and local advisor activities as needed.
Requirements
- High school diploma or equivalent.
- Strong attention to detail and the ability to produce accurate reports, documents, and correspondence.
- Exceptional customer service orientation.
- Ability to manage multiple projects and software programs efficiently.
- Ability to work independently and collaboratively while handling confidential customer information and following information security protocols.
- Proof of authorization to work in the United States is required; work authorization sponsorship is not available.
Nice to have
- Training in general office skills.
- Experience in commercial lending, banking, or a related field.
- Knowledge of credit laws, agricultural practices, credit investigation, platting and legal descriptions, or accounting principles.
Culture & Benefits
- Coordinated hybrid workplace flexibility after initial in-office training.
- One-time home office stipend.
- Medical, dental, vision, life, and AD&D insurance.
- 15 vacation days, 15 sick days, 12 holidays, and 3 volunteer days annually.
- 401(k) plan with a 6% match and 3% employer contribution, plus employee assistance and wellness programs.
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