Customer Success & Operations Coordinator

agtexas; Burleson (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

AgTexas Farm Credit Services in Burleson, TX is seeking a Customer Success Specialist to perform intermediate administrative work and primarily handle customer service, facility management, payments, and related duties. The role may include varying titles based on qualifications.

The position requires a high school diploma and 3+ years of office/clerical and customer service experience, with proficiency in Microsoft Office and basic accounting knowledge.

Qualifications

• High school diploma or equivalent with 3+ years of general office/clerical and customer service experience.
• Strong verbal and written communication and reliable administrative support.
• Proficiency with office systems, records management, and basic reporting.

Responsibilities

• Handle loan administration tasks, respond to borrower inquiries, process payments and disbursements, monitor insurance compliance, and prepare reports.
• Track budgets and scheduling records; prepare and process expense reports and timesheets with accuracy.
• Serve as the first point of contact for the branch, greet visitors, screen calls, and route inquiries.
• Utilize computer systems to support operations, including data tracking and budgets.
• Coordinate internal/external meetings, trainings, and events, managing logistics.

Skills

Customer service

Verbal and written communication

Records management

Office administration

Budgeting and expense reporting

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Job description

AgTexas Farm Credit Services in Burleson, TX is seeking a Customer Success Specialist to perform intermediate administrative work and primarily handle customer service, facility management, payments, and related duties. The role may include varying titles based on qualifications.

The position requires a high school diploma and 3+ years of office/clerical and customer service experience, with proficiency in Microsoft Office and basic accounting knowledge.