Loan Specialist

AgWest Farm Credit is a member‑owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners, and crop insurance customers in a seven‑state territory in the Western United States. AgWest is part of the 100+ year‑old Farm Credit System – the leading provider of credit to American agriculture.

AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West.

We are in search of a Loan Specialist I or Loan Specialist II to join our California Lending and Insurance department in Yuba City. This full‑time position reports to the Director, Operations and is accountable for in‑office credit‑related processing, loan file management, accounting, and customer account maintenance.

The base salary range for this position in Yuba City, California is:

• Level I:
  Typical starting range: $43,100 – $56,200;
  Full base salary range: $43,100 – $62,900;
  Annual performance‑based incentive target is 6% of base.
• Level II:
  Typical starting range: $47,200 – $62,900;
  Full base salary range: $47,200 – $70,800;
  Annual performance‑based incentive target is 6% of base.

• Support lending staff in the management of customer relationships by processing transactions, resolving account/customer issues, and providing administrative support.
• Support lenders and customers in their credit requests by completing loan packages, maintaining accurate loan file documentation, preparing reports, and ordering loan and lease documents.
• Support loan accounting function for the branch including wire transfers, automatic clearing house (ACH) payments, and data tracking.
• Provide support to meet customer needs and enhance the customer experience.
• Manage information flow among loan officers, credit analysts, documentation staff, accounting staff, appraisal teams, title companies, and customers.
• Complete accurate and compliant work, with attention to numbers, calculations, details, and deadlines.
• Maintain a notary public license.
• Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
• Other duties as assigned.

• Generally requires one or more years of related customer service or financial support experience.
• Ability to input and maintain accurate data across multiple systems while ensuring data integrity and compliance.
• Solid interpersonal, collaboration, communication, team‑building, problem‑solving, analytical, organizational, and time‑management skills.
• Build relationships with customers (via in‑person, inbound/outbound calls) and branch staff (via open communication, collaboration, and teamwork).
• Proven ability to organize and prioritize work to meet deadlines.
• Solid computer skills including MS Office applications.
• Ability to work with a high degree of accuracy with frequent customer contact via mail, email, phone, and walk‑ins.
• Ability to read, write, and present general business information.

• Agricultural background and/or general knowledge of agricultural practices.

• Medical, dental, and vision insurance
• Basic term life and AD&D insurance (fully paid for by the company)
• Paid days off annually: 15 vacation, 15 sick, 12 holidays, and 3 volunteer days
• 401(k) plan (6% match plus 3% employer contribution)
• Employee Assistance Program
• Wellness Program
• Jeans are welcome at work every day at AgWest!

* Vacation accrual rates increase with tenure.

Details about insurance and retirement benefits are available at:

#LI-Onsite

Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs, and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject…