Essential Responsibilities:

Loan Actions, Renewals & Portfolio Support

• Partner with Relationship Managers and Credit Analysts to understand lending opportunities and translate them into formal loan actions within the loan system (AgWorx)
• Maintain timely, accurate loan notes and engage the deal team to support alignment, efficiency, and adherence to timelines
• Support renewals and modifications by preparing loan actions and assisting with member communications (renewal letters and needs lists) at least 90 days prior to maturity
• Verify active covenants, review documentation status, and recommend remedies for past-due items or exceptions

Entity, Collateral & Documentation Review

• Review entity and individual records, including Secretary of State filings, UCC/iLien searches, and amendments, to ensure required documentation is current and complete

• Perform Know Your Customer (KYC) due diligence and create or update account profiles tied to loan transactions
• Confirm collateral documentation is complete to initiate internal requests such as appraisals, chattel reviews, and inspections
• Order preliminary title reports, endorsements, and property searches with external title providers when applicable
• Upload, store, and organize member documents in document retention systems (DocMan) using established naming conventions

Loan Servicing, Purchased/Sold Loans & Administrative Support

• Initiate and support loan servicing actions including extensions, fixed-rate requests, fee tranches, and partial releases in coordination with Relationship Managers
• Provide notary services and coordinate document execution in accordance with established procedures when applicable
• Assisting Relationship Managers with Farm Credit Leasing by obtaining quotes and submitting requests through the CoBank portal
• Prepare participation certificates for purchased and sold loans and coordinate required signatures
• Track compliance on purchased and sold loans; post draft and executed documents, clear ticklers, process rate tranches, and update loan actions as required
• Appropriately protect the confidentiality, security, and integrity of Association systems, data, and client information

Knowledge, Skills, and Abilities:

• Working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook
• Working knowledge of financial statements and general loan processes
• Strong ability to gather, compile, organize, and analyze information accurately
• Effective written and verbal communication skills
• Ability to work independently, recognize the need for action, and initiate activities to address priorities
• Strong attention to detail with the ability to differentiate significant from insignificant information
• Ability to interact and work effectively with others in a team-oriented environment

Minimum Qualifications:

• Associate’s degree in business or a related field, or an equivalent combination of education and experience sufficient to perform the essential functions of the position
• Minimum of one (1) year of credit support or closely related experience
• Notary preferred