Hybrid Lending Client Service Coordinator

Compeer Financial; Janesville (WI); Hybrid; USD 42,000 - 67,000; Full time

Benefits offered by this job

Hybrid work environment

Excellent benefits

Job summary

Compeer Financial, a member-owned cooperative serving Illinois, Minnesota, and Wisconsin, invites you to join our hybrid work team in Wisconsin, with offices in Janesville. This entry-level Office Support role focuses on client service, loan servicing, and administrative duties to help our farming communities.

You will be the first point of contact for clients, handle servicing tasks, and collaborate across teams to deliver accurate, timely service.

Qualifications

• High school diploma or GED.
• 2 years of client service experience in a financial institution preferred.
• Ability to work in a collaborative team environment.
• Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps.
• Strong organizational and communication skills.
• Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment.
• Effective conflict resolution skills.
• Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely.
• Proficient in Windows environment using Microsoft Word, Excel and Outlook.
• General knowledge of farming operations and agriculture preferred.
• General knowledge of basic accounting principles and procedures preferred.
• Knowledge of Compeer and its loan products, digital tools and services desired.

Responsibilities

• Serves as the first contact for clients, building strong relationships by providing exceptional levels of service.
• Provided front-line customer service to clients via phone, online and in-person to ensure a positive experience.
• Assists Sales Team in determining appropriate client products and delivery tools.
• Coordinates team member and/or client events and manages related invoices and requests.
• Supports loan servicing processes and documents handling to maintain accuracy.
• Maintains accounts and portfolio servicing and coordinates for office operations.
• Back up to the Contact Center when needed.
• Keeps current on related process, procedure and organizational updates.

Skills

Client service

Teamwork

Attention to detail

Organizational skills

Communication

Adaptability

Conflict resolution

Prioritization

MS Office

Farming knowledge

Accounting knowledge

Compeer products

Education

High school diploma or GED

Tools

Windows

Microsoft Word/Excel/Outlook

Job description

Compeer Financial, a member-owned cooperative serving Illinois, Minnesota, and Wisconsin, invites you to join our hybrid work team in Wisconsin, with offices in Janesville. This entry-level Office Support role focuses on client service, loan servicing, and administrative duties to help our farming communities.

You will be the first point of contact for clients, handle servicing tasks, and collaborate across teams to deliver accurate, timely service.