Hybrid Lending Client Specialist

Compeer Financial; Fond du Lac (WI); Sur place; USD 42 000 - 67 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

401(k) match up to 9%

Medical, dental, vision

HSA/FSA

Life & AD&D insurance

Disability insurance

Wellness program & EAP

Vacation and parental leave

Learning and development

Professional membership/reimbursement

Résumé du poste

Compeer Financial in Fond du Lac, WI seeks a client-focused service professional for loan servicing and general office support. You will build relationships with clients, handle servicing tasks, and assist with daily office operations to ensure a positive environment for clients and staff.

The role emphasizes accuracy, organization, and collaboration with multiple teams to meet client needs in a hybrid workplace with strong benefits.

Qualifications

• High school diploma or GED required.
• Entry-level client service experience preferred in financial services.
• Strong teamwork and alignment with organizational goals.
• Attention to detail and compliance in documentation and processing.

Responsabilités

• Provide front line client service via phone, online, and in person to ensure a positive experience.
• Support loan servicing tasks, including renewals, document handling, and system updates while ensuring policy compliance.
• Perform office support duties: cover reception, manage events, process mail, and coordinate supplies.

Connaissances

Customer service

Communication

Teamwork

Attention to detail

Organization

Adaptability

Client-focused

MS Office

Formation

High School Diploma or GED

Outils

Microsoft Word

Microsoft Excel

Microsoft Outlook

Description du poste

Compeer Financial in Fond du Lac, WI seeks a client-focused service professional for loan servicing and general office support. You will build relationships with clients, handle servicing tasks, and assist with daily office operations to ensure a positive environment for clients and staff.

The role emphasizes accuracy, organization, and collaboration with multiple teams to meet client needs in a hybrid workplace with strong benefits.