Account & Credit Specialist: Loan Origination

E Farmcredit; Marion (IN); On-site; USD 49,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Tuition reimbursement

Disability coverage

Parental leave

Well-being program

Volunteer opportunities

Job summary

Farm Credit Mid-America is seeking an Account Specialist to deliver loan origination and servicing while providing responsive customer service and supporting portfolio performance. You will analyze financial information, facilitate credit delivery, and strengthen customer relationships with Financial Officers.

This role requires strong attention to detail, adherence to procedures, and collaboration across teams to achieve business outcomes in a supportive, growth-oriented environment.

Qualifications

• High School Diploma/GED with 5 years relevant experience required.
• Bachelor's Degree with 1 year relevant experience preferred.

Responsibilities

• Creates a positive customer experience by providing timely, thorough, and responsive service across all business segments, including handling incoming calls, assisting walk-in customers, processing financial transactions and deposits, completing monetary accounting activities, and preparing reports while meeting internal deadlines.
• Builds and maintains strong customer relationships by understanding customer goals, credit strengths and weaknesses, participating in active conversations, and occasionally supporting joint sales calls to enhance relationships.
• Interprets and evaluates customer financial information, asks probing follow up questions, and recommends appropriate products and services, including delivering loan decisions, conditions, and key talking points.
• Manages application, renewal, and loan servicing activities by obtaining required information, meeting with customers, entering financial data, and adhering to established targets, timelines, and procedures.
• Proactively evaluates portfolio and customer information to identify cross selling opportunities and partners with Financial Officers to plan and support marketing strategies.

Education

High School Diploma/GED with 5 years relevant experience

Bachelor's Degree with 1 year relevant experience

Job description

Farm Credit Mid-America is seeking an Account Specialist to deliver loan origination and servicing while providing responsive customer service and supporting portfolio performance. You will analyze financial information, facilitate credit delivery, and strengthen customer relationships with Financial Officers.

This role requires strong attention to detail, adherence to procedures, and collaboration across teams to achieve business outcomes in a supportive, growth-oriented environment.