Member Service Representative
3.
7 Full-time 7 hours ago Full Job Description Primary Function Serves current and prospective members as well as internal customers in an effort to support a cohesive, collaborative and solutions-driven workplace.
The Member Service Representative is the first line of contact for our membership and therefore must display leadership in strategically aligning our mission with the member's financial objectives.
Primary Responsibilities Percent Priority Details of Role and Primary Responsibilities 30% Sales, Business Development & Marketing Proactively handle member inquiries and concerns using all tools available.
Pursue cross-selling of online access, auto-draft and assignment of member gross income.
Document all sales activities in Association's Customer Relationship Management tool.
Answer phone and greet walk-in members and prospects with a delightful presence.
Attend industry, community and business development events to build a significant professional presence in the territory.
Manage Customer Appreciation and other marketing events.
Support a team sales approach which allows for Commercial Loan Officers to work outside of the office and Consumer Loan Officers to handle inside sales.
30% Financial Support Accept and document loan payments.
Issue draw check and other checks as needed and process Fast Cash requests.
Assist customers with Account Access.
Maintain and secure Fast Cash PINs and Agriline checks.
Submit A/P invoices for approval.
Prepare monthly expense report for office credit card Submit disbursement and booking request to centralized accounting via service desk Review and request approval for monthly loan check register Forward Change of address requests and back up documentation to centralized accounting for processing.
35% Loan Servicing Assist branch personnel with preparing files for loan closing.
Send balance inquiries to other financial institutions, input providers, etc.
Create and file New UCC for new loans, as applicable.
Submit UCC after closing.
Mail, file and follow up on joint check notices, assignment of crop insurance, assignment of government payments and assignment of integrator income as applicable Scan all documents to AgDocs and complete Cert Pending, updating every 30 days.
Notify Loan Processor when all pending documents are received and scanned so they can provide final certification.
Send documents to AgFirst Collateral Vault.
Mail cancelled documents to customer after payoff with thank you letter.
Mail copies of documents to members along with thank you letter signed by Relationship Manager.
Pull UCC expiration reports monthly - renew or cancel as necessary.
Scan documents/reports/notices/etc to AgDocs.
Cancel Deeds to Secure Debt as necessary.
Construction Loans:
Generate trust/inspection forms, produce contractor's affidavits for each vendors final draw and scans documents into AgDocs.
Ensures all vendors have supplied a W-9 on record.
Track Hazard Insurance policies to ensure policies are renewed timely and coverage level meets requirements; Communicate with insurance provider as needed.
Request paid-out notes from AgFirst.
Follow-up on items to be completed after closing:
final title policies, vehicle titles, final certificate from Attorney, collateral insurance documentation, recorded deed to secure debt.
Provides assistance with FSA Guaranteed Loan Application submissions and communication with local FSA office.
Assists with completion of monthly reporting - including, but not limited to, delegation report, watch list report, top 10 risk rating report and delinquency report.
Assist with calling and sending letters to delinquent borrowers.
Pull branch delinquency reports as necessary.
Purchase offices supplies.
Primary responsibility for incoming/outgoing mail.
5% Other Duties as Assigned Other duties and responsibilities as assigned, which may include specific projects.
All AgGeorgia employees are expected to maintain a favorable image by promoting Farm Credit in the community and are responsible for complying with the various rules, regulations, policies, procedures, Internal Controls over Financial Reporting (ICFR) and ethical standards governing the financial services industry.
Knowledge, Skills, and Abilities 1 Education and/or experience equivalent to a High School Diploma or GED.
2 1-3 years related work experience 3 Ability to communicate (written and verbal) effectively with all levels of the organization 4 Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association 5 Focus on problem solving skills with solutions-driven results 6 Ability to work independently and as a team member under minimal supervision 7 Excellent computer skills 8 Contributes to building and maintaining a positive team atmosphere 9 Supports diversity and inclusion 10 Knowledge of Farm Credit Association policies and procedures 11 Current awareness of economic developments and production technology affecting agriculture in the region Security Roles and Authority AgGeorgia employees are required to be both knowledgeable of, and consistently compliant with, all policies and procedures regarding security.
These include, but are not limited to, the management of sensitive documents, protecting workspaces/offices, monitoring visitors, safeguarding passwords, and the prudent and secure utilization of the Association's e-mail and social media systems.
Employees must also be fully knowledgeable of when and how to report incidents of security breaches or lapses.
1 Delegated Authority as deemed by the Chief Executive Officer 2 Access to Loan Origination and Mainframe System 3 Access to Loan Files Manager/Supervisor Responsibility None.
Internal/External Contacts 1 Association Employees (including Internal Auditors) 2 Current and Potential Customers 3 AgFirst Farm Credit District Employees 4 External Association Vendors.
Estimated Salary: $20 to $28 per hour based on qualifications.
7 Full-time 7 hours ago Full Job Description Primary Function Serves current and prospective members as well as internal customers in an effort to support a cohesive, collaborative and solutions-driven workplace.
The Member Service Representative is the first line of contact for our membership and therefore must display leadership in strategically aligning our mission with the member's financial objectives.
Primary Responsibilities Percent Priority Details of Role and Primary Responsibilities 30% Sales, Business Development & Marketing Proactively handle member inquiries and concerns using all tools available.
Pursue cross-selling of online access, auto-draft and assignment of member gross income.
Document all sales activities in Association's Customer Relationship Management tool.
Answer phone and greet walk-in members and prospects with a delightful presence.
Attend industry, community and business development events to build a significant professional presence in the territory.
Manage Customer Appreciation and other marketing events.
Support a team sales approach which allows for Commercial Loan Officers to work outside of the office and Consumer Loan Officers to handle inside sales.
30% Financial Support Accept and document loan payments.
Issue draw check and other checks as needed and process Fast Cash requests.
Assist customers with Account Access.
Maintain and secure Fast Cash PINs and Agriline checks.
Submit A/P invoices for approval.
Prepare monthly expense report for office credit card Submit disbursement and booking request to centralized accounting via service desk Review and request approval for monthly loan check register Forward Change of address requests and back up documentation to centralized accounting for processing.
35% Loan Servicing Assist branch personnel with preparing files for loan closing.
Send balance inquiries to other financial institutions, input providers, etc.
Create and file New UCC for new loans, as applicable.
Submit UCC after closing.
Mail, file and follow up on joint check notices, assignment of crop insurance, assignment of government payments and assignment of integrator income as applicable Scan all documents to AgDocs and complete Cert Pending, updating every 30 days.
Notify Loan Processor when all pending documents are received and scanned so they can provide final certification.
Send documents to AgFirst Collateral Vault.
Mail cancelled documents to customer after payoff with thank you letter.
Mail copies of documents to members along with thank you letter signed by Relationship Manager.
Pull UCC expiration reports monthly - renew or cancel as necessary.
Scan documents/reports/notices/etc to AgDocs.
Cancel Deeds to Secure Debt as necessary.
Construction Loans:
Generate trust/inspection forms, produce contractor's affidavits for each vendors final draw and scans documents into AgDocs.
Ensures all vendors have supplied a W-9 on record.
Track Hazard Insurance policies to ensure policies are renewed timely and coverage level meets requirements; Communicate with insurance provider as needed.
Request paid-out notes from AgFirst.
Follow-up on items to be completed after closing:
final title policies, vehicle titles, final certificate from Attorney, collateral insurance documentation, recorded deed to secure debt.
Provides assistance with FSA Guaranteed Loan Application submissions and communication with local FSA office.
Assists with completion of monthly reporting - including, but not limited to, delegation report, watch list report, top 10 risk rating report and delinquency report.
Assist with calling and sending letters to delinquent borrowers.
Pull branch delinquency reports as necessary.
Purchase offices supplies.
Primary responsibility for incoming/outgoing mail.
5% Other Duties as Assigned Other duties and responsibilities as assigned, which may include specific projects.
All AgGeorgia employees are expected to maintain a favorable image by promoting Farm Credit in the community and are responsible for complying with the various rules, regulations, policies, procedures, Internal Controls over Financial Reporting (ICFR) and ethical standards governing the financial services industry.
Knowledge, Skills, and Abilities 1 Education and/or experience equivalent to a High School Diploma or GED.
2 1-3 years related work experience 3 Ability to communicate (written and verbal) effectively with all levels of the organization 4 Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the borrower and the Association 5 Focus on problem solving skills with solutions-driven results 6 Ability to work independently and as a team member under minimal supervision 7 Excellent computer skills 8 Contributes to building and maintaining a positive team atmosphere 9 Supports diversity and inclusion 10 Knowledge of Farm Credit Association policies and procedures 11 Current awareness of economic developments and production technology affecting agriculture in the region Security Roles and Authority AgGeorgia employees are required to be both knowledgeable of, and consistently compliant with, all policies and procedures regarding security.
These include, but are not limited to, the management of sensitive documents, protecting workspaces/offices, monitoring visitors, safeguarding passwords, and the prudent and secure utilization of the Association's e-mail and social media systems.
Employees must also be fully knowledgeable of when and how to report incidents of security breaches or lapses.
1 Delegated Authority as deemed by the Chief Executive Officer 2 Access to Loan Origination and Mainframe System 3 Access to Loan Files Manager/Supervisor Responsibility None.
Internal/External Contacts 1 Association Employees (including Internal Auditors) 2 Current and Potential Customers 3 AgFirst Farm Credit District Employees 4 External Association Vendors.
Estimated Salary: $20 to $28 per hour based on qualifications.
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