Financial Specialist

Financial Specialist

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 customers 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:

At AgCarolina, we believe in:

• 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:

When you join AgCarolina, you become part of The AgCarolina Way —a team rooted in service and purpose. Everything we do is driven by our mission to yield a prosperous future for our members and employees. In exchange for your time, talent, and commitment, we are committed to offering our employees:

• 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:

1. Communicates Effectively
2. Action-Oriented
3. Makes Good Decisions
4. Collaborates
5. Focuses on Our Members
6. Welcomes Everyone and Treats them Fairly
7. 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.

1. Phone Screen with AgCarolina HR Representative
2. In-person interview

Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time.

About Us

AgCarolina Farm Credit is the largest ag lending cooperative operating in North Carolina with a local presence throughout the territory. The Association has approximately $3.1 billion in gross loan volume, serving more than 6,000 members.

Our purpose at AgCarolina Farm Credit (ACA) is to serve the agricultural industry and our rural communities, yielding a more prosperous future for all. We are committed to providing constructive credit and financial services to grow the success of our members, one local relationship at a time.

We believe that an inclusive team of employees is the best way to serve our agricultural and agribusiness customers. AgCarolina refers to our diversity initiatives as inclusion initiatives. With inclusion, we seek to involve all employees, management team, and board in fostering an environment that encourages and acknowledges the positive contributions individuals from all backgrounds can make in the success of our organization. By embracing and leveraging our unique strengths we establish ourselves as a positive corporate citizen and an employer of choice.

We are committed to attracting and developing an outstanding team of employees and supporting each one to achieve his or her full potential. Our success at AgCarolina GROWS by:

• G rowing our people and association • R elationships built on respect, trust, and integrity • O wning responsibility for our attitudes, actions, and job performance • W elcoming everyone and treating them fairly • S erving one another, members, and local communities

In addition to our Core Values, AgCarolina has established competencies for employees, leadership, and senior leadership positions. These competencies are designed to provide a clear picture of the daily actions one can take and develop over time to add value to the Association and enhance their professional growth.

Equal Opportunity Employer/including Disabled/Veterans. AgCarolina is unable to sponsor employment visas at this time.

Job Info

• Job Identification 4784
• Posting Date 05/28/2026, 05:15 PM
• Job Schedule Full time
• Locations AgCarolina Raleigh Branch