Customer Experience & Loan Support Specialist

Farm Credit Services of America; Perry (IA); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision insurance

401(k) retirement plan

Paid time off including vacation, sick leave, and holidays

Tuition assistance

Employee Assistance Program

Job summary

A regional financial cooperative in Iowa is seeking a Customer Experience Specialist to facilitate the customer journey through the loan process. You will be the primary point-of-contact, responsible for establishing relationships and providing exceptional support. The role entails handling monetary transactions, processing loan applications, and managing office operations. Ideal candidates will have a minimum of two years' customer service experience and an associate's degree in Business or Finance. Competitive benefits package offered.

Qualifications

• Minimum two years' customer service experience or equivalent work experience.
• Strong communication skills to engage with customers and team members.
• Ability to document and process monetary transactions accurately.

Responsibilities

• Serve as the primary contact for customers throughout the loan process.
• Document and resolve customer inquiries and issues.
• Coordinate loan applications and gathering necessary documentation.
• Provide support with office operations and administrative tasks.

Skills

Customer service

Sales support

Monetary transactions

Loan processing

Education

Associate's Degree in Business or Finance

Job description

A regional financial cooperative in Iowa is seeking a Customer Experience Specialist to facilitate the customer journey through the loan process. You will be the primary point-of-contact, responsible for establishing relationships and providing exceptional support. The role entails handling monetary transactions, processing loan applications, and managing office operations. Ideal candidates will have a minimum of two years' customer service experience and an associate's degree in Business or Finance. Competitive benefits package offered.