Portfolio Servicing Specialist

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture.

AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West.

We are in search of a Portfolio Servicing Specialist I or Portfolio Servicing Specialist II to join our Specialized Lending department in Rocklin, California. This full-time position reports to the VP, Operations and is responsible for providing administrative support and assistance in servicing the loan portfolio, with a focus on Capital Markets loans.

This position is eligible for a hybrid work schedule and one-time home office stipend after initial training period.

Compensation Information

The base salary range for this position in Rocklin, California is:

Level I: $45,100 - $64,600; bonus at target is 6% of salary.

Level II: $49,200 - $73,900; bonus at target is 6% of salary.

Job Requirements

• Maintain electronic files within AgWest systems to ensure loan documentation is complete.
• Collaborate with internal and external stakeholders to obtain information, documents, and files, and disseminates such information per procedures, keeping all parties informed.
• Field and respond to questions from external parties (participant administrative and/or relationship management personnel).
• Complete assigned portfolio monitoring at direction of team senior leadership, including accessing defined reports from internal and external sources, delivering them to designated report users, and following up with appropriate staff, if required.
• Coordinate with Capital Markets Relationship Manager(s) to generate participation documentation.
• Assist team with coordination of meetings, travel, etc., at direction of supervisor.
• Perform all duties and maintain all standards in accordance with company policies, procedure, and internal controls.
• Other duties as assigned.

Minimum Requirements

• High school diploma
• Three years' experience performing technical or administrative duties
• Strong interpersonal skills with a high standard of customer service
• Excellent verbal and written communication via phone, in person, and email
• Strong organizational skills and ability to meet deadlines
• Proficiency in MS Office Outlook, Word, Excel, and PowerPoint, and the ability to utilize various computer systems and on-line applications
• Willing to occasionally travel overnight for team meetings and collaboration

Preferred Requirements

• Associate's degree with emphasis on business or related field
• Experience in the lending industry or related field

Benefits Offered by AgWest

• Medical, dental, and vision insurance
• Basic term life and AD&D insurance (fully paid for by the company)
• Paid days off annually: 15 vacation*, 15 sick, 11 holidays and 3 volunteer
• 401(k) plan (6% match plus 3% employer contribution)
• Employee Assistance Program
• Wellness Program
• Jeans are welcome at work every day at AgWest!

*Vacation accrual rates increase with tenure.

Details about insurance and retirement benefits are available at: https://www.farmcreditfoundations.com/fcfbenefits

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Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law.