Note: The job is a remote job and is open to candidates in USA. Ag Resource Management is a technology-based financial solutions provider specializing in lending products for the agricultural industry. The Sales Support Administrative Assistant plays a crucial role in ensuring timely and accurate support throughout the loan process, acting as a liaison between various stakeholders to maintain compliance and exceptional customer service.
Responsibilities
- Review and log new loan documents in the Synthesis
- Confirm loan type, borrower details, and product accuracy
- Use standardized checklists to collect and verify required documents
- Maintain a clean, complete file with consistent naming conventions for easy data entry
- Serve as the primary point of contact for internal and external parties for the life of the loan
- Communicate missing or incorrect documentation to AM/LO or borrower
- Follow up on outstanding items within 24 hours; escalate unresolved issues
- Respond to general inquiries and documentation requests
- Review all documents for accuracy, completeness, and compliance with naming protocols
- Reject, clarify, or replace incomplete or outdated documents
- Organize final file package for handoff to Client Services within KPI guidelines
- Ensure no duplicates or outdated versions exist in the final loan file
- Upload loan package to Synthesis
- Update tracking system log SLA compliance
- Respond to rework items
- Track and file AOIs, AOPs, NTBs, and other post-closing documents
- Send welcome packages within 7 business days of loan closing
- Support borrower onboarding to the portal
- Submit draw requests within 2 business hours
- Verify draws to confirm accuracy
- Research all account inquiries
- Submit lien/UCC release requests
- Manage and fulfill office supply orders
- Coordinate marketing mailings, birthday card mailings, and borrower communications
- Process invoices via Mineral Tree
- Assist with travel/meeting logistics
Skills
- Strong attention to detail and organizational skills
- Effective communication and follow-up skills
- Proficient in Microsoft Office, CRM systems, and document management platforms (e.g., Synthesis)
- 2+ years of experience in loan operations, financial services, or administrative support preferred
- Familiarity with ag lending documentation and terminology is a plus
Company Overview