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Financial Specialist

AgCarolina Farm Credit

Raleigh, North Carolina

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JOB DETAILS
SKILLS
Accounting, Agriculture, Analysis Skills, Business Development, Business Growth, Business Plan, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Financial Reporting, Financial Services, Legal, Loan Closing, Loan Servicing, Loans, Microsoft Office, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Profit & Loss, Service Delivery, Service Level Agreement (SLA), Team Player, Time Management, Underwriting, Writing Skills
LOCATION
Raleigh, North Carolina
POSTED
4 days ago
JOB DESCRIPTION

Financial Specialist - Raleigh, Greenville, Rocky Mount, Ahoskie, Elizabeth City, Halifax, New Bern, Smithfield, Williamston, Louisburg or Burgaw

Are you passionate about supporting agriculture and rural communities? Do you thrive in a collaborative environment where your attention to detail and customer service skills make a real impact? If so, we want to hear from you!

As a Financial Specialist, you'll play a key role in supporting our loan officers throughout the lending process. From gathering financial documents and preparing reports to assisting with loan administration and business development, your work will help ensure a seamless experience for our customers. You will work in a culture that is mission-driven, welcomes and respects strong customer service skills, multi-tasking, confidentiality, attention to detail, time management, and organization.

What You'll Do:
  • Utilize internal and external communication for customers and third-party contacts to facilitate the loan process (i.e., gathering loan applications, financials, and scheduling loan closes, etc.)
  • Aid branch lending staff and help facilitate other branch duties
  • Responsible for digitizing documents to build electronic customer files for loan staff
  • Utilize our customer relationship management software
  • Collaborate with staff to provide timely loan servicing and complete loan service plans within compliance of the service level agreement
  • Demonstrate strong oral and written communication skills
  • Efficiently and accurately prepare AgVue credit requests for AgScoring, traditional underwriting, or analyst use
  • Build networks and develop industry knowledge
  • Ensure all customers have a great customer experience
  • Effectively communicate with customers and team members
  • Demonstrate a commitment to learning and growing by proactively following development plan
  • Maximize quality business growth to meet Association's profitability and other business plan objectives
What We Value:

At AgCarolina, we believe in:
  • Customer Focus - Building strong relationships through responsiveness and professionalism
  • Collaboration - Working closely with loan officers and other departments to deliver exceptional service
  • Excellence - Bringing precision, organization, and confidentiality to everything you do
  • Growth - Enjoying opportunities for growth, development, and meaningful contribution
What We're Looking For:

We're seeking a motivated and detail-oriented individual who:
  • Has an Associate's degree in business, legal, or accounting, or an equivalent combination of education and experience
  • Possesses strong analysis, judgment, and communication (oral and written) skills
  • Is a quick learner, strong problem solver, and adaptable
  • Can work independently under general supervision
  • Is decisive, assertive, and fosters a team atmosphere
  • Has general knowledge of computers and Microsoft Office
Our Commitment:

When you join AgCarolina, you become part of The AgCarolina Way-a team rooted in service and purpose. Everything we do is driven by our mission to yield a prosperous future for our members and employees. In exchange for your time, talent, and commitment, we are committed to offering our employees:
  • Competitive base pay, and eligibility for incentive pay based on personal and Association performance
  • Comprehensive benefits (medical, dental, life, LTD, and others) effective the first day of the month following your date of hire
  • Maternity, Paternity, and Caregiving Leave, because we care about our employees and know they have responsibilities outside of work
  • A market-leading 401(k) plan (with a dollar-for-dollar match on the first 6% you defer, plus an AgCarolina discretionary contribution)
  • Paid Time Off, plus 13 paid holidays annually
  • Training and professional development opportunities, and defined career pathways for many roles
  • Meaningful work that allows one to make a difference in agricultural and rural communities and to develop professionally
  • Opportunities for work-life balance that includes employee appreciation and family events
  • A great work environment with colleagues who have a shared commitment to our core values
  • Opportunities for everyone to think and act like a leader, regardless of the position you hold
  • A comprehensive

About the Company

A

AgCarolina Farm Credit

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