Financial Specialist

Farm Credit Council • Raleigh, NC

2d

About The Position

Financial Specialist - Raleigh, Greenville, Rocky Mount, Elizabethtown, Ahoskie, Elizabeth City, Whiteville, Smithfield, Louisburg or Lumberton Are you passionate about supporting agriculture and rural communities? Do you thrive in a collaborative environment where your attention to detail and customer service skills make a real impact? If so, we want to hear from you! 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. What You'll Do: - 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 - De monstrate 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 What We Value: At AgCarolina, we believe in: - Customer Focus - Building strong relationships through responsiveness and professionalism - Collaboration - Working closely with loan officers and other departments to deliver exceptional service - Excellence - Bringing precision, organization, and confidentiality to everything you do - Growth - Enjoying opportunities for growth, development, and meaningful contribution What We're Looking For: We're seeking a motivated and detail-oriented individual who: - 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 Why Join Us? If you're looking for: - Competitive pay, including eligibility for incentive pay - Comprehensive benefits (medical, dental, life, LTD, and others) - Company-matched 401(k) (100% match of the first 6% you defer) - Commitment to training and professional development - Meaningful work that allows one to make a difference in agricultural and rural communities - Opportunities for work-life balance - A great work environment with colleagues who have a shared commitment to our core values AgCarolina Individual Competencies: 1. Communicates Effectively 2. Action-Oriented 3. Makes Good Decisions 4. Collaborates 5. Focuses on Our Members 6. Welcomes Everyone and Treats them fairly 7. Leadership 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. 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 AgCarolina HR Representative 2. In-person interview Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time.

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

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
• De monstrate 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 pay, including eligibility for incentive pay
• Comprehensive benefits (medical, dental, life, LTD, and others)
• Company-matched 401(k) (100% match of the first 6% you defer)
• Commitment to training and professional development
• Meaningful work that allows one to make a difference in agricultural and rural communities
• Opportunities for work-life balance
• A great work environment with colleagues who have a shared commitment to our core values

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree