What are the responsibilities and job description for the Customer Service Representative position at Farm Credit?
Performs general office support and routine day-to-day operations of a medium-sized, full-service branch that may be complex in nature including traveling between different locations to provide temporary assistance.
EDUCATION AND EXPERIENCE REQUIREMENTS:
High school diploma or equivalent and three (3) to four (4) years of general office/clerical or customer service experience. Ability to work in a fast-paced environment required. Banking and agriculture experience a plus.
JOB PURPOSE AND SCOPE:
- Performs various loan administrative and servicing duties including answering borrower's questions, resolving routine banking problems for customers, processing loan payments, routing applications, data entry, and due diligence required to guide loans and credit servicing through process.
- Travel between different locations to provide assistance as needed to support with tasks such as customer service, administration, data entry and other operational duties.
- Prepares, types, and processes forms such as those needed for office supplies, expense reports,
- Answers incoming calls to department staff, representing department or association in a professional manner; relays messages; transfers calls to appropriate person for assistance; receives and refers visitors and telephone calls; responds to routine requests for information and refers more complex requests to appropriate staff members. Picks up, opens, sorts and distributes mail to appropriate personnel.
- Responsible for monitoring loan covenants and other loan deadlines, indexing documents to the HUB, CRM/Farm View management and file retention.
- Composes basic correspondence on well-defined matters. May be directed to respond to routine correspondence not requiring manager's attention; completes reports following prescribed formats.
- May coordinate and schedule external and internal meetings, training activities, s eminars, etc., through arranging for meeting space, coffee service, and luncheon reservations; makes travel arrangements for department or association staff, including transportation and hotel arrangements, as directed.
- Must possess active NMLS number.
