Customer Success Specialist

Customer Success Specialist The Customer Success Specialist position is located in Stephenville, TX with a salary that is negotiable, depending upon experience. This position performs intermediate-level administrative work that may be somewhat complex in nature. The CSS role will primarily focus on customer service, facility management, disbursing and applying payments, along with a variety of other responsibilities. High school diploma or equivalent and three (3) or more years of general office/clerical experience and customer service experience. General knowledge of accounting/financial systems, office equipment and systems used for the storage and retrieval of business information. The ideal candidate will demonstrate strong verbal and written communication skills, provide excellent customer service, and provide reliable administrative support. The role requires working knowledge of records management, insurance documentation, facility management, and report preparation. Proficiency in office systems and equipment is essential, along with a basic skill level in Microsoft Office applications. Key responsibilities include: Performing various loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, monitoring insurance compliance, and preparing reports. Monitoring and maintaining budget and scheduling records; preparing and processing expense reports, timesheets, and other related documentation with accuracy and timeliness. Serving as the first point of contact for the branch by answering incoming calls and greeting visitors in a professional manner. Screening and directing calls, relaying messages, and routing inquiries to appropriate staff for resolution. Responding to routine requests for information and escalating more complex inquiries as needed. Receiving, sorting, and distributing incoming mail to appropriate personnel. Utilizing computer systems and software applications to support departmental and Association operations, including the preparation of reports and budgets. Managing, tracking, and analyzing data using spreadsheets, databases, and other relevant programs. Coordinating and scheduling internal and external meetings, trainings, and events managing logistics such as reservations, meeting setup, catering and materials. Operating a variety of standard office equipment and technology, including computers, multifunction printers/copiers, scanners, and phone systems ensuring efficient daily operations. Frequent interaction with customers, association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff. Occasional interaction with area professionals including accountants, insurance representatives, title companies, and others who deal with the association in the normal course of business. AgTexas FCS is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, national origin, protected veteran status, sexual orientation, gender identity or genetic information.