Customer Success Specialist

AgTexas Farm Credit Services•Plainview, TX

6d•Onsite

About The Position

The Customer Success Specialist position is located in Plainview, TX with a salary that is negotiable, depending upon experience. This position performs intermediate-level administrative work that may be somewhat complex in nature. The CSS role will primarily focus on customer service, facility management, disbursing and applying payments, along with a variety of other responsibilities. AgTexas, at its sole discretion, may offer this position with a different title based upon the qualifications of the candidate.

Requirements

High school diploma or equivalent
Three (3) or more years of general office/clerical experience and customer service experience.
General knowledge of accounting/financial systems, office equipment and systems used for the storage and retrieval of business information.
Strong verbal and written communication skills
Excellent customer service skills
Reliable administrative support skills
Working knowledge of records management, insurance documentation, facility management, and report preparation.
Proficiency in office systems and equipment
Basic skill level in Microsoft Office applications.

Responsibilities

Performs various loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, monitoring insurance compliance, and preparing reports.
Monitors and maintains budget and scheduling records; prepares and processes expense reports, timesheets, and other related documentation with accuracy and timeliness.
Services as the first point of contact for the branch by answering incoming calls and greeting visitors in a professional manner.
Screens and directs calls, relays messages, and routes inquiries to appropriate staff for resolution.
Responds to routine requests for information and escalates more complex inquiries as needed.
Receives, sorts, and distributes incoming mail to appropriate personnel.
Utilizes computer systems and software applications to support departmental and Association operations, including the preparation of reports and budgets.
Manages, tracks, and analyzes data using spreadsheets, databases, and other relevant programs.
May coordinate and schedule internal and external meetings, trainings, and events managing logistics such as reservations, meeting setup, catering and materials.
Operates a variety of standard office equipment and technology, including computers, multifunction printers/copiers, scanners, and phone systems ensuring efficient daily operations.