Credit Officer - Insurance

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 Loan Specialist I or Loan Specialist II to join our Oregon Lending and Insurance department in Ontario. This full-time position reports to the Director, Operations and provides administrative assistance to effectively and efficiently originate, disburse, and service customer loans.
The base salary range for this position in Ontario, Oregon is:
Annual performance-based incentive target is 6% of base.
Annual performance-based incentive target is 6% of base.
*Relocation assistance will be provided to eligible candidates who must relocate to accept this position.
Perform administrative duties including typing correspondence and documents, establishing and maintaining electronic files, and greeting customers in person and on the phone.
Gather, accurately enter, and maintain customer information and customer financial information into applicable systems to assist in loan document generation, account monitoring/servicing, and reporting.
Perform required due diligence investigations of loan applicants, including entity certification of formation documents, trusts, public records searches, credit bureau reports, employment, income, assets and liabilities; Review customer loan documents for accuracy and present to customer for signing and/or facilitate closings as assigned.
Support customer money movement including processing stop payment, return payments, draft orders, and patronage designation.
Respond to customer inquiries and process customer transactions including disbursements, internal account transfers, etc.
Maintain an accurate database and complete assigned relationship plan actions.
Handle customer information with a high degree of confidentiality.
Participate in community events, local advisor meetings, customer appreciation days, farm visits and other customer and public relation related activities, as needed.
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
Travel Requirements

~ AgWest employees may occasionally be asked to travel for all-staff or team meetings not included in the standard travel requirements for the role.

High school diploma or equivalent
Exceptional customer service orientation
Ability to work efficiently and effectively on multiple projects in multiple software programs
Training in general office skills
Experience in commercial lending, banking or related field
General knowledge of applicable credit laws and regulations
General knowledge of agricultural practices
Knowledge of credit investigation and verification practices
Knowledge of platting and legal descriptions
Knowledge of accounting principles and processes
After an initial in-office training period, this position is eligible for workplace flexibility and a one-time home office stipend.
Medical, dental, and vision insurance

• Basic term life and AD&D insurance (fully paid for by the company)
• 15 vacation*, 15 sick, 12 holidays and 3 volunteer
• Employee Assistance Program
• Vacation accrual rates increase with tenure.

Details about insurance and retirement benefits are available at:
#Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. 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.

When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them.
To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy .