Top 8 Personal Financial Advisors Jobs in Wenatchee, WA

Loan Specialist
AgWest Farm Credit —Wenatchee, WA
- $44,200 - $72,600 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Wellness program
- AD&D insurance
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6d
Claim Specialist - Property Field Inspection
State Farm —Wenatchee, WA
- $63,089.65 - $90,000.00 a year
- Overtime
- Mid-level
- Residential
- Analysis skills
- Paid holidays
- Health insurance
Private Client Banker - East Wenatchee Branch - East Wenatchee, WA
JPMorganChase —East Wenatchee, WA
- $20.00 - $27.88 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement

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Claim Specialist - Property Field Inspection
State Farm —Wenatchee, WA
A valid driver's license is required. Proficiency in using mobile/desktop tools to document and support claims both in the field and remotely.
$63,089.65 - $90,000.00 a year

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Personal Financial Advisors jobs near Wenatchee, WA

Loan Specialist

AgWest Farm Credit -
Wenatchee, WA

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Job Details

Full-time
$44,200 - $72,600 a year
6 days ago

Benefits

Wellness program
AD&D insurance
Health insurance
Dental insurance
401(k) 6% Match
Employee assistance program
Vision insurance
401(k) matching

Qualifications

High school diploma or GED
Grammar Experience

Full Job Description

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 Washington Lending and Insurance department in Wenatchee. This full-time position reports to the Director, Operations and provides administrative assistance to effectively and efficiently originate, disburse, and service customer loans.

Compensation Information

The base salary range for this position in Wenatchee, Washington is:

Level I:
Typical starting range: $44,200 - $57,500
Full base salary range: $44,200 - $64,200
Annual performance-based incentive target is 6% of base.

Level II:
Typical starting range: $48,400 - $64,500
Full base salary range: $48,400 - $72,600
Annual performance-based incentive target is 6% of base.

Relocation assistance will be provided to eligible candidates who must relocate to accept this position.

Essential Duties

Perform administrative duties including typing correspondence and documents, establishing and maintaining electronic files, and greeting customers in person and on the phone.
Gather, accurately enter, and maintain customer information and customer financial information into applicable systems to assist in loan document generation, account monitoring/servicing, and reporting.
Perform required due diligence investigations of loan applicants, including entity certification of formation documents, trusts, public records searches, credit bureau reports, employment, income, assets and liabilities; order title evidence and appraisals, and complete other collateral due diligence as needed.
Review customer loan documents for accuracy and present to customer for signing and/or facilitate closings as assigned.
Comply with closing requirements and disburse loans as authorized, coordinate booking and certification of loans, within authorities.
Support customer money movement including processing stop payment, return payments, draft orders, and patronage designation.
Respond to customer inquiries and process customer transactions including disbursements, internal account transfers, etc.
Maintain an accurate database and complete assigned relationship plan actions.
Monitor follow-up requirements in assigned areas.
Handle customer information with a high degree of confidentiality.
Ensure appropriate information security protocols are followed in order to prevent unauthorized transactions or releases of information.
Comply with documentation expectations, procedures, laws and regulations.
Participate in community events, local advisor meetings, customer appreciation days, farm visits and other customer and public relation related activities, as needed.
Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
Other duties as assigned.

Travel Requirements

AgWest employees may occasionally be asked to travel for all-staff or team meetings not included in the standard travel requirements for the role.

Minimum Qualifications

High school diploma or equivalent
Ability to produce accurate reports, documents, and correspondence through attention to detail and knowledge of correct spelling, grammar and sentence structure
Exceptional customer service orientation
Ability to work efficiently and effectively on multiple projects in multiple software programs
Ability to work independently and as part of a collaborative team

Preferred Qualifications

Training in general office skills
Experience in commercial lending, banking or related field
General knowledge of applicable credit laws and regulations
General knowledge of agricultural practices
Knowledge of credit investigation and verification practices
Knowledge of platting and legal descriptions
Knowledge of accounting principles and processes

Workplace Flexibility

After an initial in-office training period, this position is eligible for workplace flexibility and a one-time home office stipend.
This position is eligible for coordinated hybrid flexibility.

Benefits Offered by AgWest

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
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: https://www.farmcreditfoundations.com/fcfbenefits

#LI-Hybrid #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 to applicable law.

Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law.

When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them.

To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process.

For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.

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Personal Financial Advisors jobs in Wenatchee, WA

Loan Specialist

Claim Specialist - Property Field Inspection

Private Client Banker - East Wenatchee Branch - East Wenatchee, WA

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