Loan and Lease Coordinator

Thank you for your interest in joining our team!  At CGB, you can contribute to meaningful work, grow professionally and personally, and belong in a place where everyone has a voice.

Founded in 1969, CGB Enterprises, Inc. is known as an innovative and progressive leader in the grain and transportation industries.  The combination of our assets provides a growing organization that is celebrating over 50 years of strength and stability!

AgriFinancial, a subsidiary of CGB Enterprises, Inc., is a premier, nationwide ag lender offering an array of flexible financial solutions and expertise to help landowners achieve their goals. Backed by CGB and partnered with a broad group of capital resources, our dedicated team of ag experts will work to find the right solution to fit you.

This job is primarily responsible for supporting the agricultural lending and leasing process by partnering with Regional Sales Officers (RSOs) and serving as a primary liaison between customers and internal stakeholders. Responsibilities include coordinating customer communications, collecting and reviewing documentation, preparing complete credit packages, managing pipeline activities, and facilitating the efficient progression of loan and lease transactions from application through closing. The role works closely with various internal lending teams to ensure timely, accurate, and compliant processing. Through proactive communication, workflow coordination, and customer support, this position helps deliver exceptional customer experience while enabling RSOs to focus on relationship management and business development.
In this job, you will:

Actual responsibilities will vary depending on daily needs and loan volume.

- Partner with Regional Sales Officers (RSOs) to serve as a primary liaison for customers throughout the loan and lease process by communicating application requirements, coordinating documentation requests, providing transaction status updates, addressing routine inquiries, and facilitating timely information exchange among customers and internal stakeholders.
- Collect, organize, and review loan application packages, financial information, and supporting documentation to ensure completeness, accuracy, and compliance with established lending policies, procedures, and underwriting requirements.
- Manage assigned loan and lease pipeline activities by preparing complete credit packages, maintaining workflow records and system updates, tracking outstanding requirements, and proactively coordinating follow-up activities to support timely credit decisions and transaction progression.
- Coordinate invoices, lien waivers, and documentation related to lease and equipment finance transactions.
- Support departmental and organizational objectives through collaboration with internal stakeholders.
- Other duties as assigned.

Here’s what you’ll need to be considered:

Education

Required – High School Diploma or equivalent or equivalent combination of education, training and experience.

Experience

Required – 5 years’ experience in customer service, Loan Processing/Flow or equivalent lending experience.

Preferred - Experience in an Agricultural environment.

Knowledge, Skills, and Abilities

- Basic understanding of loan processing procedures and documentation.
- Proficient knowledge of how to use a computer and Microsoft Office programs (SharePoint, Word, Excel, and CRM).
- Effective interpersonal, oral and written communication skills with the ability to interact with all levels of people within and outside the organization; emphasis in strong telephone skills.
- Exceptional attention to detail and accuracy.
- Effective time management with ability to meet deadlines.
- Ability to consistently exhibit qualities consistent with company philosophies to insure exemplary levels of service to all parties.
- Ability to relate to routine operations in a manner that is consistent with existing solutions to problems.
- Ability to complete documentation requirements.
- Ability to remain self-motivated and efficient.
- Ability to work well both independently and within a team environment.
- Works effectively under pressure and able to work within tight deadlines.
- Willingness to take initiative and work with minimal supervision.
- Strong time management skills with ability to prioritize.

Here’s additional information you need to know:

Physical Demands & Requirements

Sedentary work.  Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.  Sedentary work involves sitting most of the time.  Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Ability to stand or sit constantly/continuously.

Hearing.  Perceiving the nature of sounds at normal speaking levels with or without correction.  Ability to receive detailed information through oral communication, and to make the discriminations in sound.

The employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication parts at distances close to the eyes.

Environmental Conditions

The work environment described here are meant to be representative of those an employee would normally encounter while performing the essential functions of this job.

The physical environment requires the employee to work inside where there are limited extremes to heat and/or cold; moderate noise; a normal office environment.

Infrequent travel required for meetings and trainings; less than 5%.

The expected base pay range for this role is:

$23.46 - $29.09

Actual pay offered may vary depending on multiple individualized factors, including work location, job-related knowledge, skills and relevant experience for the job. Pay amount does not guarantee employment for any particular period of time.

Are you ready to make a meaningful career move & an impact at CGB?  Apply today!

Known in our industry for stability and high ethics, CGB Enterprises, Inc. offers a stellar benefits package including: an outstanding 401(k) retirement plan with company contributions, medical, prescription drug, dental, vision, life, & disability benefits, flexible spending accounts, paid leave (holidays, vacation, sick), wellness programs, recognition programs, community involvement opportunities, and much more!

CGB Enterprises, Inc. is an Equal Opportunity Employer. Know Your Rights: Workplace Discrimination is Illegal links in  English  or  Spanish  are listed here. Also, we are unable to legally hire anyone who is not eligible to work in the United States nor are we able to sponsor visas.

The above is intended to describe the general content of and requirements for the performance of this position. It should not be construed as a detailed description of all the work requirements that may be performed in the job.

All Third Party Agencies, Headhunters, and Recruiters

CGB Enterprises, Inc. and its Subsidiaries only forms contracts with recruiters with whom we have an established relationship and with whom we have in place a signed contract. All contact from third parties must go through our Human Resources Department. Any contact made outside of our Human Resources Department by a third party will cancel any future business relationships between the third party and CGB Enterprises, Inc. and its Subsidiaries.