Capital Farm Credit, ACA Customer Relationship Specialist in Mason, Texas

Description/Job Summary

Position Title:

  • Customer Relationship Specialist


  • Mason Credit Office

Summary of Desired/Required Experience:

  • 3-5 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

  • Experience with lending operations and/or land title operations will be viewed as positive in evaluation

  • 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

  • The position administers a moderately complex set of loans or loan portfolio and can efficiently handle customer service issues on a routine basis.

Job Functions:

  • Develops and organizes loan applicant information for review and analysis by loan officers and inputs pertinent loan data into credit delivery system. This may include input and spreading of financial information on routine and more complex loans, such as balance sheets, tax returns and data required to generate accurate credit scores. Examines loan applications for accuracy and completeness.

  • Assists with the closing of loans by preparing loan closing documents and related materials as directed. Ensures closing documents are accurate and complete.

  • Maintains an informational knowledge of association product offerings.

  • Provides excellent customer service on a routine basis

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

  • Administers Enterprise Content processes for the Association.

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

Education :

  • High School Diploma or equivalent required with Bachelor s Degree preferred

Other Skills:

  • General knowledge of documentation requirements for title policies, deeds of trust, and collateral.

  • Excellent verbal and written communication skills

  • General knowledge of accounting and financial systems

  • Basic to moderate skill set in Microsoft Office Applications

  • Ability to operate office machinery (copiers, scanners, faxes, etc)

  • Familiarity with standard office filing systems

  • General knowledge of loan legal documents


  • 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

  • October 6, 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