Financial Services Specialist I, II, III

Job Listing No: 9740000

Financial Services Specialist I, II, III

Description/Job SummaryTake the next step in your career and act on this opportunity to join the quality team of a major agricultural lending institution! FCS Financial, part of the Farm Credit Network, is seeking a conscientious, friendly, dedicated, and detailed-oriented individual.  This Financial Services Specialist position provides front-line customer service in a branch office and coordinates office operations.  This position is located in the West Plains, Missouri.Department:   Marketplace Services      Reports To:  Customer Service Team Leader      Supervises:   NoneResponsibilities/DutiesLoan Origination, Processing and ServicingAssists the Financial Services Officers in preparing loan packages that meet procedural and regulatory requirements by:Assisting in the collection of personal and financial dataCompleting data entry for loan submissionOrganizing and reviewing data for completeness and accuracy (underwriting/ loan servicing, etc.)Preparing loan closing documentationVerifying adequate insurance coverage and local, state and third party required loan documentationFollowing up on missing or incomplete documentation (i.e. earnings information / financial information, etc.)Completing lien  and drug enforcement agency searches, flood determinationsMaintaining electronic fileProcessing loan servicing action requestCustomer ServiceAnswers the phones and assists walk in customers by assessing and interpreting customer needs.Responds to customer request and /or identifies staff member who should respond to customer request.Accepts, identifies and processes  loan payments and provides receipts to customersProvide various other services which may include loan and funds held advances, payoff documentation, ordering drafts and notary servicesProvides standard information on rates, products and insurance to customersAccount MaintenanceApplies standard processes, policies and procedures to determine actions on various account maintenance activities, which may include:Posting receipts and disbursements dailyMonitoring daily, monthly  and year end reports to identify and resolve discrepanciesProcessing incoming and outgoing electronic transfersMaking initial customer contact on early delinquent paymentsCorrecting customer account payment or disbursement entriesReleasing liens and returning paid notesMonitoring insurance documentation to ensure procedural requirements are metGeneral Office  DutiesContacts service providers for office equipment maintenance and document shreddingOrders office suppliesSchedules, sets up and coordinates meetings and eventsAuthorizes invoices for office expensesHandles internal and external mailOther duties as assigned to meet the needs of the organization.Required SkillsMinimum QualificationsHigh School diploma2 years of related experienceOr an equivalent combination of education and experience sufficient to perform the essential functions of the jobRequired Knowledge and SkillsWorking knowledge of the operation of a multi-line phone systemGeneral knowledge of credit processing proceduresGeneral knowledge of accounting practices and proceduresOral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customersSkill in listening and conveying awareness of a customer's problem or issue to find resolutionSkill in performing a variety of duties, often changing from one task to another of a different natureSkill in organizing material and information in a systematic way to optimize efficiencySkill in recognizing and maintaining confidential informationSkill in utilizing Word, Excel and Outlook to increase efficiency and/or effectiveness.Responsible to appropriately protect the confidentiality, security, and integrity of the Association’s systems and data and clients’ data

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