Relationship & Loan Support Specialist

AgTexas Farm Credit; Stephenville (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

AgTexas Farm Credit Services, Stephenville, TX, is seeking a Relationship Administrator to handle intermediate loan-support tasks under supervision. The role involves preparing loan applications, closing support, document assembly, and maintaining collateral files.

Responsibilities include processing loan data, coordinating title work and appraisals, and ensuring accuracy of closing documents while providing customer service and basic office support. Salary negotiable based on experience.

Qualifications

• High school diploma and associate degree or 3+ years of experience in loan support operations, title company, general accounting, or banking.
• General knowledge of accounting/financial systems and documentation requirements for title policies, deeds of trust and collateral, crop insurance, and credit life insurance.
• Skill in oral communication and specialized knowledge of written correspondence principles.
• General knowledge of office equipment and systems used for storage and retrieval of business information, records management, and file classification practices.
• Basic skill level in Microsoft Office applications.

Responsibilities

• Develops and organizes loan application information for review and analysis by loan officers and inputs pertinent loan data into credit delivery system.
• Assists with the closing of loans by assembling and compiling documents for closing, such as insurance forms, loan forms, and flood certificates.
• Ensures closing documents are accurate and complete.
• Works with commercial loans and performs research on borrower and/or collateral history including tax liens and judgments.
• Responsible for ordering title work, appraisals, and any other collateral security requirements.
• Records new loans, establishes relevant files, processes loan payments, maintains a variety of loan records and obtains credit information.
• Assists in maintaining and monitoring borrowers' required insurance.
• Collects loan payments and performs related tasks required to service loans.
• Answers customer inquiries and resolves routine issues.
• Fosters good member/public relations by providing customer service that exceeds customers' expectations.
• Prepares documents and correspondence for association reports as required following approved association and Farm Credit Bank policies and procedures.

Skills

Oral communication

Written correspondence

Microsoft Office

Education

High school diploma

Business associate degree

Tools

Credit delivery system

Job description

AgTexas Farm Credit Services, Stephenville, TX, is seeking a Relationship Administrator to handle intermediate loan-support tasks under supervision. The role involves preparing loan applications, closing support, document assembly, and maintaining collateral files.

Responsibilities include processing loan data, coordinating title work and appraisals, and ensuring accuracy of closing documents while providing customer service and basic office support. Salary negotiable based on experience.