Customer Success Specialist

agtexas; Plainview (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

AgTexas Farm Credit Services seeks a Customer Success Specialist in Plainview, TX. The role emphasizes customer service, payment processing, and administrative support to ensure smooth branch operations.

Ideal candidates have 3+ years in clerical work, strong communication, and solid experience with Microsoft Office. The position involves budget tracking, reports, and coordinating meetings and events as needed.

Qualifications

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

Responsibilities

• Performs loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, monitoring insurance compliance, and preparing reports.
• Monitors and maintains budget and scheduling records; prepares and processes expense reports, timesheets, and related documentation with accuracy.
• Serves as first point of contact for the branch by answering calls, greeting visitors, routing inquiries, and distributing mail.
• Uses computer systems to prepare reports and budgets, and to analyze data with spreadsheets and databases.
• Coordinates internal/external meetings and events, handling logistics like reservations and materials.
• Operates office equipment and technology to keep daily operations efficient.

Skills

Customer service

Office administration

Microsoft Office

Data entry

Communication skills

Education

High school diploma or equivalent

Tools

Accounting software

Recordkeeping systems

Job description

COMPANY PROFILE

AgTexas Farm Credit Services serves and supports approximately 2,600 member/borrowers in areas of lending, insurance sales, appraisal, and/or leasing. Ten office locations can be found throughout the Association's 43-county trade territory, and the association has an average loan volume of approximately $3.2 billion. The lending portfolio consists of cotton, livestock, dairy, feed grains, real estate, and ag-related business loans. Additionally, the association territory provides diversity in production and mortgage loans as well as commodities financed. Without strong financial backing farmers and ranchers will not survive, and people will not have food to eat or clothes to wear. AgTexas provides reliable credit and crop insurance to our member-owners, so they can feed and clothe the world.

POSITION

The Customer Success Specialist position is located in Plainview, TX with a salary that is negotiable, depending upon experience. This position performs intermediate-level administrative work that may be somewhat complex in nature. The CSS role will primarily focus on customer service, facility management, disbursing and applying payments, along with a variety of other responsibilities.

*AgTexas, at its sole discretion, may offer this position with a different title based upon the qualifications of the candidate.

MINIMUM EDUCATION AND EXPERIENCE

High school diploma or equivalent and three (3) or more years of general office/clerical experience and customer service experience. General knowledge of accounting/financial systems, office equipment and systems used for the storage and retrieval of business information. The ideal candidate will demonstrate strong verbal and written communication skills, provide excellent customer service, and provide reliable administrative support. The role requires working knowledge of records management, insurance documentation, facility management, and report preparation. Proficiency in office systems and equipment is essential, along with a basic skill level in Microsoft Office applications.

KEY RESPONSIBILITES

• Performs various loan administrative and servicing duties including responding to borrower inquiries, processing loan payments and disbursements, monitoring insurance compliance, and preparing reports.
• Monitors and maintains budget and scheduling records; prepares and processes expense reports, timesheets, and other related documentation with accuracy and timeliness.
• Services as the first point of contact for the branch by answering incoming calls and greeting visitors in a professional manner. Screens and directs calls, relays messages, and routes inquiries to appropriate staff for resolution. Responds to routine requests for information and escalates more complex inquiries as needed. Receives, sorts, and distributes incoming mail to appropriate personnel.
• Utilizes computer systems and software applications to support departmental and Association operations, including the preparation of reports and budgets. Manages, tracks, and analyzes data using spreadsheets, databases, and other relevant programs.
• May coordinate and schedule internal and external meetings, trainings, and events managing logistics such as reservations, meeting setup, catering and materials.
• Operates a variety of standard office equipment and technology, including computers, multifunction printers/copiers, scanners, and phone systems ensuring efficient daily operations.

WORKING RELATIONSHIPS

Frequent interaction with customers, association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff. Occasional interaction with area professionals including accountants, insurance representatives, title companies, and others who deal with the association in the normal course of business.

EOE/AA/M/F/D/V

AgTexas FCS is an Equal Opportunity / Affinitive Action employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, national origin, protected veteran status, sexual orientation, gender identity or genetic information.

Persons with disabilities who require accommodation to complete the application process should call our Lubbock office at [phone] and ask to speak to one of our HR representatives to request accommodation in the application process.