The Sales Support Administrative Assistant is a key member of loan operations and sales teams responsible for ensuring timely, accurate, and high-quality support throughout the loan process. This role acts as the central liaison between Area Managers (AM), Loan Officers (LO), Client Services (CS), and borrowers to ensure complete and compliant loan documentation, efficient onboarding, and exceptional customer service from intake through post-closing.
JOB DUTIES AND RESPONSIBILITIES
Loan Intake & Documentation
- 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.
Communication & Coordination
- 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.
File Review & Preparation
- 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- Reject, clarify, or replace incomplete or outdated documents.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- Ensure no duplicates or outdated versions exist in the final loan file.
Client Services Handoff
- Upload loan package to Synthesis.
- Update tracking system log SLA compliance.
- Respond to rework items.
Post-Closing & Customer Service
- 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.
Administrative & Office Support
- 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.
EXPERIENCE, QUALITIFICATIONS AND REQUIREMENTS
- 2+ years of experience in loan operations, financial services, or administrative support preferred
- Strong attention to detail and organizational skills
- Effective communication and follow-up skills
- Familiarity with ag lending documentation and terminology is a plus
- Proficient in Microsoft Office, CRM systems, and document management platforms (e.g., Synthesis)
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Generally required to stand, walk, sit, use hands, handle documents, bend and stoop as needed, and reach with hands and arms
- Required to use a keyboard and computer regularly
- Specific vision abilities required, including that required to perform extensive computer-related work
- Must be able to verbally communicate with others and exchange accurate information
- Ability to receive detailed information through oral communication, and to distinguish sound and perceive the nature of sounds at normal speaking levels with or without correction
WORK ENVIRONMENT
The work environment conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Value People // Exceed Expectations // Grow Daily // Positive Attitudes // Equip People // Achieve Together
- Moderate noise (i.e., home office with computer)
- Ability to sit at a computer for an extended period
- Must be able to perform all the essential duties of the job with or without reasonable accommodation.
ABOUT AG RESOURCE MANAGEMENT
Ag Resource Management, LLC (ARM) is a technology-based financial solutions provider, offering innovative lending products and services to the agricultural industry. ARM’s commitment to agriculture and its unique underwriting approach are unsurpassed in the industry. Our production lending and crop insurance services have helped thousands of farmers with millions of acres over the past several years.
