Customer Success & Admin Specialist

AgTexas Farm Credit; Burleson (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

AgTexas Farm Credit Services in Burleson, TX is seeking a Customer Success Specialist to handle customer service, branch operations, and loan administration.

The role includes processing payments, applying funds, monitoring insurance compliance, and preparing reports, with emphasis on accuracy and service.

Qualifications include a high school diploma and at least three years of general office or customer service experience; proficiency in Microsoft Office is essential.

Qualifications

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

Responsibilities

• Performs loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, and monitoring insurance compliance.
• Monitors and maintains budget and scheduling records; prepares expense reports and timesheets with accuracy.
• Services as the first point of contact for the branch, answering calls, greeting visitors, screening inquiries and routing to staff.
• Utilizes office software to prepare reports, budgets, and analyze data using spreadsheets and databases.
• Coordinates internal meetings and events, handling logistics such as reservations, setup, and materials.
• Operates office equipment and technology to ensure efficient daily operations.

Skills

Customer service

Verbal communication

Written communication

Records management

Microsoft Office

Education

High school diploma

Tools

Microsoft Office

Job description

AgTexas Farm Credit Services in Burleson, TX is seeking a Customer Success Specialist to handle customer service, branch operations, and loan administration.

The role includes processing payments, applying funds, monitoring insurance compliance, and preparing reports, with emphasis on accuracy and service.

Qualifications include a high school diploma and at least three years of general office or customer service experience; proficiency in Microsoft Office is essential.