Customer Support Specialist - Insight FS - Jefferson, WI

 

Insight FS is headquartered in Jefferson, Wisconsin with 23 branches across the state and upper peninsula of Michigan. Insight FS has 430+ employees (including seasonal workers) and approximately 50,000 customers. The cooperative does business in agronomy, agri-finance, precision agriculture, nutrient management, energy, feed, grain, and turf. Insight FS is part of the GROWMARK System, an agricultural cooperative serving more than 100,000 customers across North America and Ontario, Canada.

PURPOSE AND SUMMARY STATEMENT

 

Assists the Agri-Finance and Accounting Departments with compiling, tracking and maintaining documentation for the company’s Agri-Finance loan portfolio.  Supports Credit and Accounting Department personnel with effectively managing the Agri-Finance loan portfolio.

 

 

ESSENTIAL JOB FUNCTIONS

 

Compile, update and track customer loan files for the Agri-Finance customer portfolio.  Update and maintain the Agri-Finance customer database.

 

Assist in application processing, including filing UCC continuations, reviewing applications to ensure proper documentation for submittal, and track missing documents.

 

Process loan payments, loan pay-offs, research accounts, and coordinate with the Accounts Receivable department on payment processing.

 

Coordinate and perform loan draws, review customer statements for accuracy, and ensure prepays are drawn appropriately.

 

Addresses and handles inquiries, requests, and complaints from customers and/or company field personnel.

 

Assist the Accounting Department with monthly reconciliations and insurance inventory reporting.

 

Assist Credit Department personnel with all other loan portfolio functions. Serve as the back-up to the Agri-Finance Specialists during times when the Agri-Finance Specialists may be away from work.

 

 

OTHER JOB FUNCTIONS

 

Supports and contributes to total company goals and objectives through collaboration efforts.

 

Responsible for adhering to the company uniform policy, and maintains the appropriate professional image.

 

May be required to assist in Credit administration.

 

May be required to assist in Energy Department administration.

 

Follows GROWMARK’s Code of Conduct and Corporate Compliance Program, Environmental Health and Safety, OSHA and DOT policies and procedures, as they apply.

 

Performs all other duties as assigned.

 

 

REQUIREMENTS

 

Normally requires an Associate’s Degree in accounting, finance or business management or the equivalent thereof, and/or 2 years or more of prior work experience to demonstrate knowledge of basic spreadsheet functions and computer systems and programs. 

 

Demonstrated knowled of, or related work experience in production agriculture or the agri-service provider industry is preferred.

 

Demonstrates essential abilities including business knowledge, collaboration, communication, customer focus, decision making and skill development. 

 

Demonstrates knowledge of basic spreadsheet functions and computer systems and programs.

 

Prefer an understanding of GROWMARK System Agri-Finance administration and accounting processes and systems.

 

Must be able to obtain and maintain all applicable training, permits, and certifications.

 

Must have and maintain a valid driver’s license, maintain a clean driving record and have the ability to travel independently and overnight.

 

Ability and willingness to participate in required training that may include education on GROWMARK’s policies and procedures and additional training as it relates to the requirements of the position.

 

We are an equal opportunity employer, including protected veterans and qualified individuals with disabilities. Employment is contingent upon receipt of an acceptable and job-related background check, drug test, motor vehicle report, and/or reference check, as applicable and permissible by law.