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Association Lending Specialist - Internal Applicants Only

Association Lending Specialist - Internal Applicants Only

Oklahoma AgCreditArcadia, OK, US
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Association Lending Specialist

Location : TBD (Oklahoma) Position requires frequent travel across Oklahoma AgCredit's branch network Reports to : Chief Business Development Officer Closing Date : 9 / 29 / 2025 Grade and Salary commensurate with experience The Association Lending Specialist (ALS) supports Oklahoma AgCredit's branch operations by providing exceptional customer service and administrative support across multiple locations. This position is designed to provide coverage during staff absences, including vacations, medical leave, and other temporary gaps. The ALS will travel extensively to assigned branches, ensuring continuity of service and operational efficiency. In addition to branch-level responsibilities, the ALS will work closely with each of the four Regional Vice Presidents to coordinate staffing needs and coverage plans across the Association. The ALS will also be responsible for training and mentoring new Lending Specialists.

Position Responsibilities :

  • Identifies LS training needs
  • Designs training program
  • Executes training to ensure Lending Specialists are properly trained to perform the above list of responsibilities
  • Mentors new Lending Specialists after their initial training
  • Provides support and assistance for the association's lending specialist team
  • Acts as a resource for Lending Specialists across the association to assist in daily duties

Loan Servicing and Closing

  • Imports loan documents into electronic filing software OnBase
  • Prints, mails or emails lending documents to various departments or customers
  • Ensures timely completion and scanning of filings, OnBase and post- / pre-close signed documents to borrowers
  • Reviews legal documents before sending to collateral custodian
  • Sends delinquency letters to customers
  • Coordinates with insurance specialist on borrower insurance and filings
  • Prepares mortgage releases after payoff is received
  • Prepares Loan Servicing Documents, Books Process and OnBase
  • Organizes, interprets and verifies legal descriptions and abstracts
  • Customer Service / teller / daily reports when filling in at various branch locations

  • Greets walk-in guests with a warm greeting and helps guests or directs them to the appropriate team member
  • Answers and directs phone calls to appropriate team members
  • Answers general questions and provides payment receipts to customers
  • Attends at least two marketing events annually
  • Coordinates with other team members on marketing, office supplies, activities and other events for the region
  • Runs daily and monthly reports regarding DFM, Drafts, ACH, LB, FTC, BLS and others as assigned
  • Identifies when to post transactions or make changes to an account
  • Obtains approval from Lending Officer or RVP
  • Scans approved report into OnBase
  • Posts monthly payment information to Teller based on data from NGS
  • Initiates wires
  • Disburses loan fees
  • Sends accounts payable and ACH's to accounting for payment
  • Determines if checks need to go to bank or through machine
  • Processes checks according to timelines
  • Balances Check21 inputs daily
  • Minimum Qualifications

  • Associate's Degree or experience equivalent to perform the essential functions of the job
  • Lending Specialist - 1 year of experience
  • Travel Requirements

  • Position requires frequent travel - 60% - 70% across Oklahoma AgCredit's branch network
  • Overnight stays may be required depending on location and duration of coverage
  • Mileage reimbursement and travel-related expenses will be provided in accordance with company policy
  • Interested candidates should apply on JazzHR or email resume to janelle.burgess@okagcredit.com

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    Lending Specialist • Arcadia, OK, US

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