Admin specialist [h1.location_city]
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Admin specialist • clovis ca
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PrideStaffFresno, CALIFORNIA, US- [job_card.temporary]
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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
Physical Requirements :
Sedentary position requiring extended periods of sitting
Occasional standing and walking
Ability to lift to 10 pounds occasionally
Close visual acuity required to prepare and analyze data, view a computer screen, and perform extensive reading
Repetitive motions including keyboarding and mouse use
Compensation / Pay Rate (Up to) : $50,000.00 - $75,000.00