Client Success & Operations Specialist

AgTexas Farm Credit Services; Stephenville (TX); On-site; USD 35,000 - 52,000; Full time

Job summary

AgTexas Farm Credit Services in Stephenville, TX is seeking a Customer Success Specialist to provide essential administrative support, handle loan servicing tasks, monitor budgets, and support branch operations. The ideal candidate has a high school diploma with 3+ years of office and customer service experience, strong verbal and written communication skills, and proficiency in Microsoft Office.

Salary is negotiable based on experience; this full-time position offers opportunities to grow

Qualifications

• High school diploma or equivalent with 3+ years of office/customer service experience.
• Strong verbal and written communication skills.
• Knowledge of accounting/financial systems and Microsoft Office.
• Experience with records management and insurance documentation.
• Proficiency with office equipment and data handling.

Responsibilities

• Performs loan administrative and servicing duties including borrower inquiries, processing payments and disbursements, monitoring insurance compliance, and preparing reports.
• Monitors and maintains budgets and scheduling records; prepares expense reports and timesheets.
• Serves as the first point of contact for the branch by answering calls and greeting visitors; routes inquiries to staff.
• Uses computer systems and databases to prepare reports and budgets; analyzes data.
• Coordinates internal and external meetings and events, managing logistics.
• Operates office equipment to ensure efficient daily operations.

Skills

Customer service

Verbal communication

Written communication

Records management

Data handling

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

AgTexas Farm Credit Services in Stephenville, TX is seeking a Customer Success Specialist to provide essential administrative support, handle loan servicing tasks, monitor budgets, and support branch operations. The ideal candidate has a high school diploma with 3+ years of office and customer service experience, strong verbal and written communication skills, and proficiency in Microsoft Office.

Salary is negotiable based on experience; this full-time position offers opportunities to grow