Hybrid Loan Servicing Specialist – Client-Focused & Growth

Agri-Access

Oklahoma

Hybrid

USD 47,000 - 67,000

Full time

12 days ago
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Benefits offered by this job

Hybrid work model up to 50%
401k with match
Medical, dental, vision
Life & AD&D insurance
Disability insurance
Paid time off

Job summary

Agri-Access is seeking a Client Service and Servicing professional to support lending operations across internal and external clients. You will handle transaction analysis, documentation, and portfolio servicing with close collaboration across originators, investors, and finance teams.

The role emphasizes client service excellence, accurate data entry, and deep knowledge of loan documents. A hybrid work arrangement is offered with opportunities for professional growth.

Qualifications

  • High School Diploma required.
  • Bachelor’s degree in business, accounting, finance or related field preferred.
  • Intermediate banking or lending experience.
  • Strong listening and verbal communication skills.
  • Ability to prioritize and organize workload with minimal supervision.
  • Knowledge of complex loan structures and documentation.
  • Attention to detail and solid customer service skills.
  • Basic agricultural terminology (preferred).
  • MS Office and CRM software proficiency.
  • Ability to work independently and with teams.

Responsibilities

  • Build and maintain strong client relationships with internal and external clients.
  • Answer questions via email and phone with high-quality service.
  • Educate partner institutions on program delivery and processes.
  • Provide training on reconciliation and servicing processes as needed.
  • Monitor loan/lease documentation and servicing actions.
  • Liaise with originators and investors to ensure compliance and proper documentation.
  • Process loan/lease requests accurately from initiation to close.
  • Create or improve processes to support servicing workflows.

Skills

High School Diploma
Bachelor’s degree
Banking or lending experience
Communication skills
Time management
Knowledge of loan documentation
Attention to detail
Agricultural terminology
MS Office / CRM skills
Team collaboration

Education

Bachelor's degree in business/finance

Tools

CRM software
Loan servicing systems

Job description

Agri-Access is seeking a Client Service and Servicing professional to support lending operations across internal and external clients. You will handle transaction analysis, documentation, and portfolio servicing with close collaboration across originators, investors, and finance teams.

The role emphasizes client service excellence, accurate data entry, and deep knowledge of loan documents. A hybrid work arrangement is offered with opportunities for professional growth.

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