Lending Specialist

Stillwater, OK
Full Time
Mid Level
Oklahoma AgCredit provides loans, leases and financial services to farmers, ranchers and rural businesses and homeowners in 60 of 77 counties in Oklahoma.  We are part of the Farm Credit System that supports rural communities and agriculture with reliable and consistent credit.  We are headquartered in Edmond, Oklahoma. Learn more at www.okagcredit.com. 

Position Summary: The Lending Specialist provides borrowers with excellent customer service by greeting them warmly, posting payments as directed, answering phones calls, filing loans documents electronically, and pulling daily reports for review and approval. The Lending Specialist will also support the location by maintaining supplies, marketing items and facility services as needed.  

Position Responsibilities:
  • 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 
  • 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 
Teller 
  • 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 
Check 21 
  • Determines if checks need to go to bank or through machine
  • Processes checks according to timelines 
  • Balances Check21 inputs daily 
Daily Reports 
  • 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  
Facility Maintenance and Supplies 
  • Performs minor facility maintenance  
  • Identifies need for service on facilities 
  • Schedules service as needed and monitors service delivery for facility needs
  • Ordering marketing items and giveaways 
  • Checks office supply inventory 
  • Orders online or picks up supplies at local stores 
Data Security and Confidentiality 
  • Appropriately protects the confidentiality, security, and integrity of the Association’s systems and data and clients’ data 
Minimum Qualifications: 
  • Associate’s degree or experience equivalent to perform the essential functions of the job
  • 1 year of related experience in banking, financial services, legal and title work, and customer service 
  • Or an equivalent combination of education and experience sufficient to perform the essential functions of the job 
Knowledge and Skills Required:
  • Working knowledge of the agriculture industry
  • Knowledge of Word/Excel/Outlook sufficient to create, update and save basic documents
  • General knowledge of basic accounting practices 
  • Working knowledge in reading and identifying income statements, balance sheets, tax returns and other financial reports 
  • Skill in negotiating general agreements to achieve the best outcome for the organization 
  • Skill in listening and conveying awareness of a customer's problem or issue to find resolution 
  • Skill in utilizing technology to increase efficiency  
  • Skill in interacting and working effectively with others 
  • Skill in promoting the Association’s products and services  
  • Skill in establishing and maintaining relationships with customers or vendors 
  • Skill in organizing material and information in a systematic way to optimize efficiency 
  • Skill in applying processes and procedures 
  • Skill in engaging, collaborating, and building trust with borrowers 
  • Skill in utilizing time in an efficient and effective manner 
  • Skill in focusing on and tracking details 
  • Skill in providing customer service 
  • Skill in delivering difficult messages effectively 
  • Skill in gathering, compiling and organizing information 
  • Skill in oral and written communication, sufficient to exchange information effectively with peers, supervisor, and customers 
Oklahoma AgCredit offers a competitive compensation and benefits package, including:
  • Competitive base pay with an incentive plan
  • 401(k) Match 9% Maximum
  • Paid Vacation (15 days), Sick Leave (15 days) and Holidays (12 days)
  • Excellent medical, Dental, Vision, Life Insurance
  • Flexible Spending and Health Savings Accounts
  • Wellness program activities and rewards
  • Customer-Centric Environment
  • Opportunity to Give Back to Agriculture 
Interested candidates should apply at this link: https://oklahomaagcredit.applytojob.com/apply  

Oklahoma AgCredit is an Equal Opportunity Employer dedicated to diversity in the workplace and offers a great work environment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age (40 or older), disability, genetic information or protected veteran status.


 

Important note: We care about your hiring process and take it seriously. A real person will review your application, meaning response timelines may vary. The interviewing process at Oklahoma AgCredit may include emails, texts, phone calls, and on-site interviews. We cannot personally follow-up with each applicant, and we will do our best to create a professional, respectful, and thorough process for candidates with whom we identify as a potential fit.

Share

Apply for this position

Required*
Apply with Indeed
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*