Hybrid Client Services & Loan Servicing Specialist

Compeer; Northern (KY); Hybrid; USD 42,000 - 67,000; Full time

Benefits offered by this job

Hybrid work model

Medical benefits

Paid time off

Retirement plan

Job summary

Compeer Financial, located primarily in Dodgeville, WI, is hiring for a client service representative who will be the first point of contact for clients, providing exceptional service and addressing inquiries. The role includes loan servicing, office support, and coordinating events to foster a positive client experience.

Ideal candidates have a high school diploma, entry-level client service experience, strong attention to detail, and solid communication and organizational skills.

Qualifications

• High school diploma or GED required.
• Entry-level client service experience preferred in financial institutions.
• Ability to work in a collaborative team environment.
• Keen eye for detail and accuracy in documentation.
• Strong organizational and communication skills.
• Ability to multi-task in a fast-paced environment.
• Proficiency with Windows, Word, Excel, and Outlook; willingness to learn new systems.

Responsibilities

• Serve as the first point of contact for clients and provide exceptional service.
• Handle client inquiries, resolve issues, and maintain accounts.
• Coordinate office operations and events to create a positive environment.
• Process PCA loan renewals and ensure timely servicing transactions.
• Maintain records, prepare legal documents, and support the sales team.

Skills

Client service

Attention to detail

Strong communication

Organizational skills

Team collaboration

Multitasking

Adaptability

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Loan origination systems

Job description

Compeer Financial, located primarily in Dodgeville, WI, is hiring for a client service representative who will be the first point of contact for clients, providing exceptional service and addressing inquiries. The role includes loan servicing, office support, and coordinating events to foster a positive client experience.

Ideal candidates have a high school diploma, entry-level client service experience, strong attention to detail, and solid communication and organizational skills.