via ZipRecruiter
$40K - 70K a year
Providing operational support, customer service, and account maintenance for a financial association.
Requires operational support, customer service skills, and familiarity with account management and compliance procedures.
Job Functions* Percentage Job Functions 40% Operations Support and Processing Provides internal operational support to various Association functions by: • Setting Up and Processing Branch PCA loan requests utilizing Salesforce, nCino, and Scorecard Underwriting. • Calculates Lease payments, performs initial application processing, and provides liaison between Association lease resources and Farm Credit Leasing • Administers the Associations Centralized UCC process including new filings, amendments, UCC searches and Monthly Reporting. • Provides branch staff with technical support on external sites like iCounty and the Department of Revenue, including establishing credentials and resetting passwords. • Performing Military Lending Act searches on the government's website. • Administers Branch PCA Paid in Full Process including release of liens and returning paid notes 40% Customer Service Utilize various Customer contact channels to provide external customer service in support of various Association functions by: • Identifying and resolving customer requests for information and action resulting from Website inquiries • Providing first-line technical support of customer digital tools, including the customer portal, online banking, and the mobile app. • Providing customer onboarding for new AgDirect accounts by making initial contacts, providing Association information and identifying potential opportunities. • Serve as first point of contact for AgDirect's credit team. • Generally informing customers by explaining procedures, answering questions, providing information and recommending potential products and services. 10% Account Maintenance Applies standard processes, policies and procedures to determine actions on various account maintenance activities, which may include: • Posts receipts and disbursements daily • Monitors daily, monthly and year end reports to identify and resolve discrepancies • Monitors Association insurance documentation to ensure procedural requirements are met 5% General Office Duties • Authorizes invoices for office expenses • Handles internal and external mail 5% • Other duties as assigned to meet the needs of the organization. • Essential Functions for this position consist of all items listed under any category that make up 5% or more of the job duties. This job description is subject to change without notice.
This job posting was last updated on 1/13/2026