Lending Specialist - Oklahoma AgCredit

Position:  Lending Specialist       Vice President-Technical Services          Location:  Vinita, Oklahoma        

Reports to:  RVP (NE)                         Closing Date:  Open until filled

Grade:  Grade and Salary commensurate w/experience

Summary:  The Lending Specialist provides borrowers with excellent customer service by greeting them warmly, posting payments as directed, answering phones calls, filing loans documents electronically, pulling daily reports for review and approval.  The Lending Specialist will also support the location by maintaining the supplies, marketing items and facility services as needed.

Position Responsibilities: 
Loan Servicing and Closing

• Imports loan documents into electronic filing software OnBase
• Prints and mails prelim/closing documents.
• Ensures timely completion and scanning of filings, OnBase and post-/pre-close signed documents to borrowers.
• Reviews legal documents before sending to collateral custodian.
• Sends delinquency letters to customers.
• Prepares mortgage releases after payoff is received.
• Prepares Loan Servicing Documents, Books Process and OnBase
• Organizes, interprets, and verifies legal descriptions and abstracts.

• Indexes insurance if needed.

• Prepares reminders for insurance and all filings.
• Completes correspondence, disbursements, and certificates for Credit Life Insurance

• Greets walk-in guests with a warm greeting and helps direct them to the appropriate person.
• Answers and directs phone calls to appropriate individuals.
• Answers general questions and provides payment receipts to customers.
• Attends at least two marketing events annually.
• Assists with marketing, office supplies, activities, and other events.

• Posts monthly payment information to Teller based on data from NGS.
• Initiates wires
• Disburses loan fees.
• Sends accounts payable and ACH’s to accounting for payment.

• Determines if checks need to go to bank or through machine.
• Processes checks according to timelines.
• Balances Check21 inputs daily

• Runs daily and monthly reports.
• Identifies when to post transactions or make changes to an account.
• Obtains approval from Lending Officer or RVP
• Scans approved report into OnBase.

• Performs minor facility maintenance.
• Identifies need for service on facilities.
• Schedules service as needed and monitors service delivery for facility needs.
• Ordering marketing items and giveaways
• Checks office supply inventory
• Orders online or picks up supplies at local stores.

• High School diploma or equivalent with Associate’s degree preferred.
• Two years of related office experience in banking, abstracting or customer service or equivalent combination of education and experience sufficient to perform the essential functions of the job.

• General knowledge of basic accounting practices
• Ability to generate highly accurate work.
• Knowledge of Word/Excel/Outlook sufficient to create, update and save basic documents.
• Skill in gathering, compiling, and organizing information.
• Skill in oral and written communication, sufficient to exchange information effectively with peers, supervisor, and customers.
• Skill in utilizing time in an efficient and effective manner.  Prioritizing work to meet deadlines.
• Skill in focusing on and tracking details.
• Skill in providing customer service.

Interested candidates should apply at this link: https://oklahomaagcredit.applytojob.com/apply

Oklahoma AgCredit is an Equal Opportunity Employer dedicated to diversity in the workplace and offers a great work environment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability, genetic information or protected veteran status.

Important note: We care about your hiring process and take it seriously. A real person will review your application, meaning response timelines may vary. The interviewing process at Oklahoma AgCredit may include emails, texts, phone calls, and on-site interviews. We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit.

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