Client Success & Loan Services Specialist

agtexas; Plainview (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

AgTexas Farm Credit Services seeks a Customer Success Specialist in Plainview, TX. The role emphasizes customer service, payment processing, and administrative support to ensure smooth branch operations.

Ideal candidates have 3+ years in clerical work, strong communication, and solid experience with Microsoft Office. The position involves budget tracking, reports, and coordinating meetings and events as needed.

Qualifications

• High school diploma or equivalent and three or more years of general office/clerical experience and customer service experience.
• Proficiency in Microsoft Office applications.
• Strong verbal and written communication skills and reliable administrative support.

Responsibilities

• Performs loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, monitoring insurance compliance, and preparing reports.
• Monitors and maintains budget and scheduling records; prepares and processes expense reports, timesheets, and related documentation with accuracy.
• Serves as first point of contact for the branch by answering calls, greeting visitors, routing inquiries, and distributing mail.
• Uses computer systems to prepare reports and budgets, and to analyze data with spreadsheets and databases.
• Coordinates internal/external meetings and events, handling logistics like reservations and materials.
• Operates office equipment and technology to keep daily operations efficient.

Skills

Customer service

Office administration

Microsoft Office

Data entry

Communication skills

Education

High school diploma or equivalent

Tools

Accounting software

Recordkeeping systems

Job description

AgTexas Farm Credit Services seeks a Customer Success Specialist in Plainview, TX. The role emphasizes customer service, payment processing, and administrative support to ensure smooth branch operations.

Ideal candidates have 3+ years in clerical work, strong communication, and solid experience with Microsoft Office. The position involves budget tracking, reports, and coordinating meetings and events as needed.