Lending Client Coordinator

Compeer Financial; Johnson Creek (WI); On-site; USD 42,000 - 67,000; Full time

Benefits offered by this job

Hybrid model

401k with company match up to 9%

Medical, dental, vision

HSA/FSA

Life & AD&D insurance

Disability insurance

Vacation & PTO

Learning & development

Mentorship programs

Employee wellness

Parental leave

Job summary

Compeer Financial is seeking an entry-level Client Service/Loan Servicing Associate at our Johnson Creek, WI location. You will deliver frontline client service, handle PCA loan renewals, document coordination, and assist with office operations to ensure a positive client experience.

Ideal candidates have a high school diploma, strong attention to detail, and the ability to work in a collaborative, fast-paced environment with proficient MS Office skills.

Qualifications

• High school diploma or GED required.
• Entry-level client service experience preferred in financial services.
• Ability to work in a collaborative team environment with attention to detail.

Responsibilities

• Provide frontline client service via phone, online, or in person to ensure a positive, consistent experience.
• Assist loan servicing including PCA renewals, document coordination, and system updates.
• Provide office coverage, coordinate team events, and manage related invoices and supplies.

Skills

Detail-oriented

Organizational skills

Communication skills

Teamwork

Adaptability

Multi-tasking

MS Office

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Empowered to live. Inspired to work.

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Where you will work:

This position is located onsite, primarily working out of the Johnson Creek, WI office location.

The contributions you will make:

Serves as the first point of contact for clients, building strongrelationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues,maintainingaccountsand portfolio servicing. Provides coordination for office operations, including events,in order tocreate a positive environment for clients and team members.

A typical day:

Client Service

• Provides front line customer service to clients, proactivelyidentifyingneeds andresolving a variety of requests via phone,onlineand in-person to ensure a positive and consistent experience.
• Establishes,developsandmaintainsa strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.
• Communicates, collaborateswithandprovidesassistancetoother business units and/or teams to meet the needs ofinternal and external clients.
• Educates the team, clients and third parties on basic policies, processes, transactionaldeliveryand servicing.
• Takesappropriate stepsto helpidentifyand prevent fraud.
• Assists Sales Team in determiningappropriate clientproducts and delivery tools. Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client.
• Serves as aback upto the Contact Center when needed.

Loan Servicing

• Providesservicing forPCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documentsinto systems.
• Coordinates, reviews anddeterminesdocuments needed to perfect Compeer’s required lien position on servicing transactions.
• Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriatedepartment(e.g.sales, credit, loan accounting, client or third party) when further action is needed.
• Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity.
• Prepares and delivers a variety of legal documents to clients ona timelybasis to meet regulatory and compliance requirements.
• Accurately processes receipts,disbursementsand maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements.Researchesclient transactions andresolvesissues.Assistswith follow up on delinquent accounts.
• Keeps current on related process,procedureand organizational updates.

Office Support

• Provides office coverage during normal business hours to meet the needs of clients atlocation.
• Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador.
• Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee,popand Compeer literature) for location.
• Acts as the point of contact for building maintenance and cleaning issues.

The skills and experience we prefer you have:

• High school diploma or GED.
• Entry-level client service experience,preferably in a financial institution.
• Ability to work in a collaborative team environment and adhere to larger organizational goals,missionand vision.
• Keeneyefor detail, ensuring accuracy and compliance in alldocumentation 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 andtimely.
• Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g.loan origination),applicationsand otherrelated technology products.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$42,300—$66,600 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.