Capital Farm Credit, ACA Customer Relationship Associate in Bay City, Texas

Description/Job Summary

Position Title:

  • Customer Relationship Associate


  • Bay City Credit Office

Summary of Desired/Required Experience:

  • 1-3 years in loan support operations, or loan customer service or experience deemed equivalent at the discretion of Capital Farm Credit.

  • Experience in administrative support functions

  • Good standing in current and/or previous employment (required)

  • Strong work ethic that supports a willingness to handle multiple tasks with efficiency and accuracy

Job Scope

  • Supports business development efforts by providing excellent and knowledgeable customer service as a first line of customer contact either with face to face contact or telephone support.

  • Performs loan administration, loan accounting, content management, and other office administration work on a daily basis.

  • Administers a simple to moderately complex set of loans or loan portfolio.

Job Functions:

  • Under direction and oversight, organizes loan applicant information for review and analysis by loan officers and inputs pertinent loan data into credit delivery system as directed.

  • Maintains a basic knowledge of association product offerings and relies on others to fully understand those offerings in order to gain the knowledge to discuss them as needed.

  • Provides excellent customer service on a routine basis by answering customer inquiries, resolving customer issues and concerns, taking and processing loan payments, with an ability to discuss loan, loan transactions, and products in with oversight. Learns to identify cross selling opportunities on other association products and refer to appropriate lending staff to meet those needs.

  • Records new loans, establishes relevant files, processes loan payments, maintains a variety of loan records and obtains credit information.

  • Assists in maintaining and monitoring borrowers required insurance, UCC financing statement and deed of trust expiration dates, payment of property taxes and other loan requirements and reporting.

  • Assists in administering Enterprise Content processes for the Association.

  • Maintains knowledge and demonstrates ability to use IT systems used in lending and office administration.

  • Collects loan payments and performs related tasks required to service loans.

  • Prepares documents and correspondence for association reports as required following approved association policies and procedures.

  • Operates a variety of standard office equipment according to detailed instructions, which may include computers, paper shredders, telephones, photocopiers, fax machines and scanners.

Education Requirement:

  • High School Diploma or equivalent

Other Skills:

  • General knowledge of accounting/financial systems.

  • General knowledge of office equipment and systems used for the storage and retrieval of business information.

  • General knowledge of standard records management and file classification practices.

  • General knowledge of title insurance, crop insurance and credit life insurance documentation.

  • Specialized knowledge of written correspondence principles. Skill in oral and written communication. Basic skill level in Microsoft Office applications.


  • Commensurate with Experience

To Apply:

  • A completed application and resume are required.


  • At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant; AA/EOE/M/F/D/V; Complete job description available for review

Posting Date

  • August 22, 2016

Closing Date

  • Position will be posted until filled, until sufficient candidates are reviewed to ensure a qualified selection can be made, or until closed at the discretion of the Association.