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Support Specialist

Company: Golden State Farm Credit
Location: Chico
Posted on: May 23, 2023

Job Description:

Are you looking for an opportunity to bring your strong communication and customer service skills into a role that interacts regularly with both internal and external customers? Do you have exemplary multitasking abilities with a strong attention to detail?If this sounds like YOU then Golden State Farm Credit's Support Specialist position may the position for you! We are looking for a Support Specialist that is attentive and can take initiative in supporting Association leadership and visitors of the Association. Intrigued? Want to know more? Apply at Careers - Golden State Farm Credit DEADLINE TO APPLY: Open until filled. Salary Range: Support Specialist: $43,332 - $63,763 Senior Support Specialist: $47,934 - $71,059 Position Summary:The Support Specialist prepares reports, documents and inputs data for the Credit Analyst and Loan Officers to use in decision-making. The position offers support to the Loan Officer with customer questions and information a customer may need for their account. The years of experience, requisite knowledge and skills of the incumbent, and complexity of assignments will differentiate between the Support Specialist and the Senior Support Specialist levels.Essential FunctionsDocumentation (30%)Orders verifications and searches (OFAC, credit, Secretary of State, UCC request)Creates customer application and loan offer packagesCreates and shares loan documents into the appropriate systemVerifies correct approval signatures/notes in content management system and internal loan softwareUploads financial and collateral dataLoan Administration (30%)Prints loan documents and prepares them for signaturesRequests transfers of funds to accountingPackages documents to be delivered to title companiesEnters and verifies loan information in internal loan softwareScans and files supporting electronic loan documents in content management software and loan filesObtains customer signatures on documentsAnswers customer questions regarding loan disbursementsServes as Notary for customersTypes letters for Land Bank loans and past due loansPrepares letters to customers for past due loansCustomer Service (30%)Present a professional and welcoming image of Golden State Farm Credit to customers, office visitors, and callers. Greets and assists internal and external customersAnswers, screens, and transfers phone calls accuratelyChecks in guests and vendors per security procedureOpens and closes the officeDevelops and maintains positive customer relationships. Ensure timely, thorough, and responsive service that exceeds customer expectations. Responds independently and courteously to requests for information and assistanceDetermines which department or employee to contact with inquiries about new loans, appraisals, or facility issuesMeets with customers to collect financial information and discuss new loan opportunitiesOffice Administration (10%)Monitors and orders office suppliesOrders food and beverages for in-house and external meetings as requestedSchedules in-house and external meetings along with assembly of relevant materialsMonitors facility conditions and contacts vendors to fix maintenance issuesCoordinates with all mail carriers for mail/delivery pickup and drop-offsProvide varied, confidential and responsible office administrative work requiring the use of independent judgment, tact, and discretion.Organizes, files and maintains various administrative and confidential files, reports and logData Security and ConfidentialityAppropriately protects the confidentiality, security, and integrity of the Association's systems and data and clients' dataCommitment and Support of Association Mission Understands, applies, and supports the Association mission and vision statement in a positive, professional manner at work and with customers in all settingsKnowledge & skillsKnowledge of the agriculture, financial and real estate industry, and applied business mathematics and principles.Must be able to use computer technology and a wide variety of software applications including Microsoft Office Suite applications, computers, current software, and other office tools.Ability to effectively read, write, and communicate in the English language.Skill in serving and working effectively with both external and internal customers in a professional, respectful manner.Skill in analyzing information and problem solving to formulate logical and objective conclusions.Knowledge of accounting principles, practices, and methods.Ability to work effectively with both external and internal customers in a professional, respectful mannerAdditional Knowledge and Skills for Senior LevelProficient skill in using software such as NGS.Advanced Knowledge in Microsoft Office Suite and ability to navigate loan automation systems.Advanced knowledge in reviewing and using the loan documentation guide and Onbase checklist, loan queue, and related processes.QualificationsSupport Specialist: High School Diploma, no experience required or an equivalent combination of education and experience sufficient to perform the essential functions of the jobSenior Support Specialist: Associate's Degree, 2 years experience in banking or finance, or an equivalent combination of education and experience sufficient to perform the essential functions of the jobPhysical DemandsPositions in this class typically require: keying, talking, hearing, seeing, and repetitive motions. Sedentary Work: Exerting up to 10 pounds of force occasionally to lift, carry, push, pull or move objects. Must be able to remain in a stationary position most of the time. The employee must be able to prepare and analyze data and figures; transcribe data; understand information communicated via computer screens and in written text.Working ConditionsEmployees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed. Golden State Farm Credit is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to: race (including traits historically associated with race, such as hair texture and protective hairstyles), relation (all aspects of religious belief, observances and practices including religious dress and grooming practices), color, national origin, ancestry, identity, gender expression, actual orperceived sexual orientation, marital status, military and veteran status, civil air patrol status, age, physical or mental disability, genetic information or medical condition, except where physical fitness is a valid occupational qualification or any other consideration made unlawful by federal, status or local laws. Applicable law also prohibits unlawful discrimination based on the perception that anyone has any of the foregoing characteristics. "National origin" also includes discrimination against an individual because of their primary language or because that person holds or presents the California driver's license issued to those who cannot document their lawful presence in the United States, as well as discrimination based upon any of the following: an indivudual's or the indivudual's ancestors' acutal or perceived physical, cultural, or linguistic characteristics associated with a national origin group; marriage to or association with individual's of a national origin group; tribal affiliation; membership in or association with an organization identified with or seeking to promote the interests of a national origina group; attendance or participation in schools, churches, temples, mosques or other eligious institutions generally used by persons of a national origin group; or a name that is associated with a national origin group An applicant's or employee's immigration status will not be considered for any Association employment purpose except as necessary to comply with federal, status or local laws. California law also prohibits discrimination against individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers on the basis of actual or perceived race, color, creed, religion, sex, physical or mental disability, genetic information or age. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Keywords: Golden State Farm Credit, Chico , Support Specialist, Other , Chico, California

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