Financial Specialist

Financial Specialist – Raleigh, Greenville, Rocky Mount, Ahoskie, Elizabeth City, Halifax, New Bern, Smithfield, Williamston, Louisburg or Burgaw 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 custo mers and team members Demonstrate 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: 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 Our Commitment: Competitive base pay, and eligibility for incentive pay based on personal and Association performance Comprehensive benefits (medical, dental, life, LTD, and others) effective the first day of the month following your date of hire Maternity, Paternity, and Caregiving Leave, because we care about our employees and know they have responsibilities outside of work A market-leading 401(k) plan (with a dollar-for-dollar match on the first 6% you defer, plus an AgCarolina discretionary contribution) Paid Time Off, plus 13 paid holidays annually Training and professional development opportunities, and defined career pathways for many roles Meaningful work that allows one to make a difference in agricultural and rural communities and to develop professionally Opportunities for work-life balance that includes employee appreciation and family events A great work environment with colleagues who have a shared commitment to our core values Opportunities for everyone to think and act like a leader, regardless of the position you hold A comprehensive wellness plan: we recognize that our greatest asset is our people—and for our people to perform at their best, they must be healthy and well. AgCarolina Individual Competencies: Communicates Effectively Action-Oriented Makes Good Decisions Collaborates Focuses on Our Members Welcomes Everyone and Treats them fairly 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. Phone Screen with AgCarolina HR Representative In-person interview Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time. #J-18808-Ljbffr Farm Credit Services