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Customer Experience Specialist

Facilitate smooth loan application process from submission to signature collection
Hillsboro, North Dakota, United States
Entry Level
$52,470 – 85,090 USD / year
4 days ago
Farm Credit Services of America

Farm Credit Services of America

A financial cooperative providing loans, insurance, and other services to farmers, ranchers, and rural residents in the United States.

1 Similar Job at Farm Credit Services of America

Customer Experience Specialist

Location: Hillsboro, ND, US, 58045

Salary Range: $52,470 - $85,090

Incentive Opportunity: 7.5% - 15%

AgCountry Farm Credit Services (AgCountry), Farm Credit Services of America (FCSAmerica), and Frontier Farm Credit are financial cooperatives that operate under shared management across eight states. While each association is owned by its local farmers and ranchers, they collaborate by pooling resources, expertise, and talent to provide affordable credit, crop insurance, and financial services. Our associations are united by a common mission and commitment to serving rural America and supporting each other, which drives the success of the farmers, ranchers, and agribusiness we serve. We take pride in being a great place to work, and this enthusiasm is reflected in the relationships our team members foster with one another and with our customers.

Job Summary: Seeking a facilitator of the customer journey through the loan process and all aspects of product delivery before, during and after the closing. As a Customer Experience Specialist, you will be the customer's point-of-contact, establishing strong relationships by providing exceptional levels of service and support. You will engage with customers, prospects, team members and visitors through phone, in-person, and digital channels. Responsible for monetary accounting activities, addressing customer inquiries, assisting with customer-facing technology and overall management of office operations. Accountable for application processing and coordination from the point of application through working with customers to obtain signatures.

Essential Duties & Responsibilities:

Customer & Sales Assistance:

  • Responsible for accurately documenting customer interactions and seeing them through to resolution, including collaboration with teammates and escalation to internal resources when necessary. Generate referrals by promoting core products, services and digital tools. Provide Sales Support for Sales Team.

Monetary Activities:

  • Follow established protocols to prevent fraud and risk, ensuring appropriate authorization forms are signed, and document and process all monetary transactions such as payments and wire transfers. Responsible for addressing customer inquiries related to payments, interest, and account changes, as well as resolving overdrafts and past due accounts with the involvement of other teammates, if necessary.

Loan Application and Line of Credit Processing and Coordination:

  • Coordinate new loan application needs from submission to obtaining signatures from customers. Enter applications into appropriate systems and work with officers to gather necessary financial, legal, and identification documentation. Responsible for renewal administration which includes requesting financial information from customers, submitting financials for input, and verifying customer-provided financials. Contact customers regarding renewal status and coordinate with other teammates to ensure documents are prepared. Renewal of operating line of credit.

Office Operations:

  • Responsible for tasks like managing invoices, maintaining office supplies, coordinating loan file record retention, providing administrative support to team leaders and teammates, validating vendor identification and work orders, coordinating facility service requests, and managing pooled vehicles by scheduling maintenance and repairs.

Education Requirements:

  • Preferred Associate's Degree in Business, Finance or related majors or equivalent work experience.

Years of Experience:

  • A minimum of two years' customer service experience or equivalent work experience.

AgCountry Farm Credit Services, ACA, Farm Credit Services of America, ACA, and Frontier Farm Credit, ACA are Equal Employment Opportunity employers, and they comply with all applicable federal, state, and local fair employment practices laws.

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Customer Experience Specialist
Hillsboro, North Dakota, United States
$52,470 – 85,090 USD / year
Customer Success
About Farm Credit Services of America
A financial cooperative providing loans, insurance, and other services to farmers, ranchers, and rural residents in the United States.