Customer Success & Loan Services Specialist

AgTexas Farm Credit Services; 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 provide administrative support, assist customers, process payments, and help manage branch operations. The role emphasizes professional communication, data handling, and coordination of meetings and training, with responsibility for insurance compliance and reporting.

Applicants should have a high school diploma and 3+ years of office experience, strong computer skills, and a commitment to accurate records

Qualifications

• High school diploma or equivalent with 3+ years of office/clerical and customer service experience.
• General knowledge of accounting/financial systems, and basic Microsoft Office proficiency.
• Strong verbal and written communication and reliable administrative support.

Responsibilities

• Handle loan-related administrative tasks, process payments, and prepare reports.
• Maintain budgets and scheduling records; prepare expense reports and timesheets.
• Serve as first point of contact for the branch; greet visitors and route inquiries.
• Use systems to prepare reports, manage data, and support operations.
• Coordinate internal/external meetings and events logistics.
• Operate standard office equipment to ensure daily operations.

Skills

Customer service

Office administration

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 provide administrative support, assist customers, process payments, and help manage branch operations. The role emphasizes professional communication, data handling, and coordination of meetings and training, with responsibility for insurance compliance and reporting.

Applicants should have a high school diploma and 3+ years of office experience, strong computer skills, and a commitment to accurate records