Closing Specialist - Circleville, OH

About Our Opportunity

Our Closing Specialist (CS) provides exceptional internal and external customer experiences by directing and performing the loan closing function for the team.Team members in this role own and facilitate workflow and communication details after loan approval to satisfy closing requirements, loan conditions, and meet customer needs.  

This role is responsible for compliance with all regulations and procedures from loan approval to loan certification. They are expected to coordinate with their Retail Operations team to accommodate customer needs in retail locations throughout the marketplace. This includes but is not limited to office coverage and serving as a backup to other roles as needed.  

How You Will Spend Your Time

CUSTOMER RELATIONSHIPS  

• Creates a positive customer experience by delivering timely and thorough service in a way that exceeds customer expectations while meeting internal and external deadlines.
• Primary contact for customer, 3rd party vendors, partners, and peers.  Recognizes customer needs and is proficient in selling appropriate products and services to customers. 
• Utilizes technology effectively to serve customers. 
   

DELIVERS AND SERVICES CREDIT 

• Facilitates the final stages of the lending process from loan approval to loan certification. 
• Coordinates directly with customer, 3rd party vendors, partners/peers to gather appropriate requirements and documentation. 

COMPLIANCE AND CREDIT ADMINISTRATION 

• Adheres to all regulatory compliance requirements, prepares accurate loan closing packages. 
• Confirms requirements for title, appraisal, and any loan conditions. 
• Completes necessary actions for loan accuracy and certification. 
• Follows guidance in all process guides as appropriate for the role.

Minimum Education & Experience

Extensive knowledge of agricultural industry (personal, professional or educational) is preferred.  Bachelor’s degree in Agriculture, Business or related field or high school diploma and at least six years of successful experience in two or more of the following areas: financial related customer service, loan processing or loan servicing.

Mental & Physical Requirements

• Engage in telephone and face-to-face conversation to serve customers and give and receive information from staff, vendors, outside consultants and the public. 
• Use a computer and similar office technology and tools.  This involves reading the screen and keying/typing information. 
• Speak and make presentations to individuals or groups on technical subjects related to job. 
• Travel via auto or commercial transportation to carry out essential responsibilities of the job. 
• Successfully interact with and represent the organization to staff, officers, board members, customers, vendors, and/or the public at all levels. 
• Provide sound technical advice to leaders and other staff in the subject field(s) related to this position. 
• Understand and explain various subject matter and consulting concepts, programs, terminology, and methods. 
• Reason, judge, compare, calculate, evaluate, decide, and critique such information as written material, numerical data, responses to customer needs, and/or other related work activities.