Lending Client Coordinator

compeerfinancial; Onalaska (WI); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

401k contribution

Medical, dental, vision benefits

Paid time off

Job summary

Compeer Financial in Onalaska, WI is seeking a client-focused professional to deliver exceptional service and support across client inquiries, loan servicing, and office operations. You will help maintain accounts and support the sales team while contributing to a positive work environment.

The role emphasizes accurate servicing, strong communication with internal and external clients, and ability to coordinate cross-functional tasks in a hybrid setting.

Responsibilities

• Serves as the first point of contact for clients, building relationships through exceptional service.
• Provides front line customer service via phone, online and in-person channels.
• Coordinates for office operations and events to create a positive client and team environment.
• Assists Sales Team in identifying client products and delivery tools to improve service.
• Back-up support for the Contact Center when needed.

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.

To learn more about Compeer Financial visit www.compeer.com/careers .

This position offers a hybrid work option up to 50% remote and is based out of the Onalaska, WI office location.

The contributions you will make:

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

A typical day:

Client Service

• Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience.
• Establishes, develops and maintains a 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, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients.
• Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing.
• Takes appropriate steps to help identify and prevent fraud.
• Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client.
• Serves as a back-up to the Contact Center when needed.

Loan Servicing

• Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems.
• Coordinates, reviews and determines documents 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 appropriate department (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 on a timely basis to meet regulatory and compliance requirements.
• Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts.
• Keeps current on related process, procedure and organizational updates

Office Support

• Provides office coverage during normal business hours to meet the needs of clients at location.
• 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, pop and Compeer literature) for location.
• Acts as the point of contact for building maintenance and cleaning issues.