Account Specialist - Marion, IN

Farm Credit Mid-America•Marion, IN

5d•$49,208 - $89,931•Onsite

About The Position

The Account Specialist delivers loan origination and servicing while providing responsive, solution-focused customer service and supporting strong portfolio performance. The role partners with Financial Officers and customers by analyzing financial information, facilitating credit delivery, evaluating portfolio needs for cross-selling and marketing opportunities, and deepening customer relationships. The position handles routine and recurring work independently with growing confidence and consistency, applies established procedures, manages assigned responsibilities, and collaborates to support business outcomes. Team members in this role expand functional knowledge, strengthen judgment, and develop problem-solving skills within defined parameters.

Requirements

High school diploma or GED and 5 years of relevant experience required.
Ability to interpret customer financial information and support loan origination, servicing, and credit delivery.
Ability to provide responsive customer service and communicate clearly with customers, teammates, and internal partners.
Ability to manage routine work independently, apply sound judgment, organize workload, and meet deadlines.
Ability to use technology and follow regulatory and procedural guidelines.
The role typically involves extended sitting, computer and office tasks, verbal communication, frequent standing or walking, and occasional reaching, lifting, or moving items weighing up to 10 pounds.
Close and distance vision are required.
The role requires sustained mental focus, problem-solving, managing multiple tasks, and extended computer use.

Nice To Haves

Bachelor's degree with 1 year of relevant experience preferred.
Some positions may require a valid driver's license and the ability to travel long distances.

Responsibilities

Provide timely, thorough, and responsive service across business segments, including handling incoming calls, assisting walk-in customers, processing financial transactions and deposits, completing monetary accounting activities, and preparing reports by internal deadlines.
Support operational continuity through office coverage and backup assistance for other roles.
Build and maintain customer relationships by understanding customer goals and credit strengths and weaknesses, participating in active conversations, and occasionally supporting joint sales calls.
Interpret and evaluate customer financial information, ask follow-up questions, recommend appropriate products and services, and deliver loan decisions, conditions, and key talking points.
Manage application, renewal, and loan servicing activities by obtaining required information, meeting with customers, entering financial data, and following established targets, timelines, and procedures.
Evaluate portfolio and customer information to identify cross-selling opportunities and partner with Financial Officers on marketing strategies.
Use technology, tools, and resources to streamline operations, support customers, stay current on Association changes, and comply with regulatory and procedural guidelines to minimize risk.
Complete routine assignments independently using established procedures and sound judgment.
Resolve common issues using working knowledge and identify when guidance is needed.
Communicate clearly with teammates and internal partners to support coordinated work.
Organize workload to meet deadlines and deliver consistent, reliable outcomes.
Contribute ideas to strengthen processes, accuracy, and effectiveness.
Use available tools and resources to resolve straightforward issues and build confidence.