Customer Success & Office Operations Specialist

AgTexas Farm Credit Services; Plainview (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

AgTexas Farm Credit Services in Plainview, TX seeks a Customer Success Specialist to handle customer service, facility management, disbursing and applying payments, and related administrative duties.

The role emphasizes accurate use of accounting/financial systems, strong communication with borrowers, and reliable support to branch operations. Experience in office administration and MS Office is preferred, with a focus on service excellence.

Qualifications

• High school diploma or equivalent with 3+ years of general office/clerical and customer service experience.
• General knowledge of accounting/financial systems and MS Office applications.
• Strong verbal and written communication skills.
• Reliable administrative support and records management capability.

Responsibilities

• Performs loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, monitoring insurance compliance, and preparing reports.
• Maintains budget and scheduling records; prepares expense reports, timesheets, and related documentation.
• Serves as first point of contact for the branch by answering calls, greeting visitors, routing inquiries, and relaying messages.
• Supports reports and budgets using spreadsheets, databases and related programs.
• Coordinates and schedules internal and external meetings and events including logistics such as reservations and materials.
• Operates standard office equipment to ensure efficient daily operations.

Skills

Customer service

Verbal and written communication

Administrative support

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

AgTexas Farm Credit Services in Plainview, TX seeks a Customer Success Specialist to handle customer service, facility management, disbursing and applying payments, and related administrative duties.

The role emphasizes accurate use of accounting/financial systems, strong communication with borrowers, and reliable support to branch operations. Experience in office administration and MS Office is preferred, with a focus on service excellence.