Financial Specialist

AgCarolina Farm Credit•Raleigh, NC

4d•Hybrid

About The Position

As a Financial Specialist, you’ll play a key role in supporting our loan officers throughout the lending process. From gathering financial documents and preparing reports to assisting with loan administration and business development, your work will help ensure a seamless experience for our customers. You will work in a culture that is mission-driven, welcomes and respects strong customer service skills, multi-tasking, confidentiality, attention to detail, time management, and organization.

Requirements

Has an Associate’s degree in business, legal, or accounting, or an equivalent combination of education and experience
Possesses strong analysis, judgment, and communication (oral and written) skills
Is a quick learner, strong problem solver, and adaptable
Can work independently under general supervision
Is decisive, assertive, and fosters a team atmosphere
Has general knowledge of computers and Microsoft Office

Nice To Haves

Internal candidates must have at least 2 years of Farm Credit experience, a Fully Successful rating or higher on their most recent performance review and have been in their current role for at least 2 years before applying.

Responsibilities

Utilize internal and external communication for customers and third-party contacts to facilitate the loan process (i.e., gathering loan applications, financials, and scheduling loan closes, etc.)
Aid branch lending staff and help facilitate other branch duties
Responsible for digitizing documents to build electronic customer files for loan staff
Utilize our customer relationship management software
Collaborate with staff to provide timely loan servicing and complete loan service plans within compliance of the service level agreement
Demonstrate strong oral and written communication skills
Efficiently and accurately prepare AgVue credit requests for AgScoring, traditional underwriting, or analyst use
Build networks and develop industry knowledge
Ensure all customers have a great customer experience
Effectively communicate with customers and team members
Demonstrate a commitment to learning and growing by proactively following development plan
Maximize quality business growth to meet Association’s profitability and other business plan objectives

Benefits

Competitive base pay, and eligibility for incentive pay based on personal and Association performance
Comprehensive benefits (medical, dental, life, LTD, and others) effective the first day of the month following your date of hire
Maternity, Paternity, and Caregiving Leave
A market-leading 401(k) plan (with a dollar-for-dollar match on the first 6% you defer, plus an AgCarolina discretionary contribution)
Paid Time Off, plus 13 paid holidays annually
Training and professional development opportunities, and defined career pathways for many roles
Meaningful work that allows one to make a difference in agricultural and rural communities and to develop professionally
Opportunities for work-life balance that includes employee appreciation and family events
A great work environment with colleagues who have a shared commitment to our core values
Opportunities for everyone to think and act like a leader, regardless of the position you hold
A comprehensive wellness plan