Loan and Leasing Customer Service Representative

CGB Enterprises, Inc. • Louisville, KY

20h • $18 - $23

About The Position

Thank you for your interest in joining our team! At CGB, you can contribute to meaningful work, grow professionally and personally, and belong in a place where everyone has a voice. Founded in 1969, CGB Enterprises, Inc. is known as an innovative and progressive leader in the grain and transportation industries. The combination of our assets provides a growing organization that is celebrating over 50 years of strength and stability! AgriFinancial, a subsidiary of CGB Enterprises, Inc., is a premier, nationwide ag lender offering an array of flexible financial solutions and expertise to help landowners achieve their goals. Backed by CGB and partnered with a broad group of capital resources, our dedicated team of ag experts will work to find the right solution to fit you. Are you ready to take on a dynamic role where you'll guide customers through financing and leasing solutions, ensure accurate loan processing, and collaborate across departments to deliver exceptional service from start to finish? This job is primarily responsible for providing exceptional service to loan and leasing customers. Responsibilities include, but are not limited to, timely and accurate completion of all job responsibilities in accordance with investor(s) guidelines and legal requirements, data entry, exceptional customer service, and various related loan-servicing activities.

Requirements

• Education Required – High School Diploma or equivalent, or equivalent training and work experience.
• Proficient knowledge of how to use a computer and Microsoft Office programs (SharePoint, Word, Excel, and Access).
• Effective interpersonal, oral and written communication skills with the ability to interact with all levels of people within and outside the organization; emphasis on strong telephone skills.
• Accurate data entry skills.
• Exceptional customer service skills.
• Strong analytical and problem-solving skills.
• Ability to learn and understand basic loan and lease guidelines and legal requirements.
• Ability to consistently exhibit qualities consistent with company philosophies to insure exemplary levels of service to all parties.
• Ability to build relationships with internal and external customers.
• Ability to work well both independently and within a team environment.
• Strong time management skills with ability to multi-task and prioritize.

Nice To Haves

• Experience Preferred – Experience in loan and/or leasing customer service or related experience.

Responsibilities

• Accurately enter and/or audit new loan and lease information in loan and customer management system.
• Handle outbound/inbound calls as necessary to assist borrowers or heirs in default education and explain their options on loan resolution.
• Present financing and leasing options to customers in a clear and concise manner.
• Assist customers in understanding and completing all necessary paperwork for financing or leasing terms.
• Submit new customer application information to Credit department for underwriting.
• Work closely with internal closing department and investor closing departments to coordinate customer signing of loan and lease documents.
• Process construction draws, receive and send invoices, work with investors, customers, and vendors to assist in closely monitoring the construction draws for leases and loan.
• Communicate regularly to interrelated departments within the company to successfully serve the customer, both internal and external.
• Scan and index new loan and lease information.
• Process customer invoices in accordance with an established schedule.
• Reply to customer service inquiries and emails in a prompt and courteous manner.
• Other duties as assigned.

Benefits

• an outstanding 401(k) retirement plan with company contributions, medical, prescription drug, dental, vision, life, & disability benefits, flexible spending accounts, paid leave (holidays, vacation, sick), wellness programs, recognition programs, community involvement opportunities, and much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED