Lending Client Coordinator

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

Benefits offered by this job

Hybrid work model up to 50% remote

Medical, dental, vision insurance

401k with company match (up to 9%)

PTO, holidays, parental leave

Learning and development programs

Job summary

Compeer Financial in Onalaska, WI is hiring for a hybrid, full-time role providing frontline client service and loan servicing support. You will handle servicing tasks, coordinate office operations and assist the sales team to deliver efficient service to agricultural and rural-clients.

Strong organizational skills and a knowledge of basic accounting help ensure accuracy and compliance. Base pay ranges and benefits support a balanced work-life, with flexibility for summer schedules and a 50%

Qualifications

• High school diploma or GED required with strong accuracy and documentation skills.
• Experience in client service within financial or similar setting preferred.
• Ability to manage multiple tasks and meet deadlines with attention to detail.

Responsibilities

• Provide frontline client service via in-person, phone, and digital channels.
• Assist with PCA loan renewals and servicing tasks in line with policy.
• Support office operations and event coordination at the Onalaska location.
• Maintain client accounts, process receipts/disbursements and document preparation.

Skills

Customer service

Detail-oriented

Organizational skills

Communication skills

Microsoft Office

Farm knowledge

Education

High school diploma or GED

Tools

Windows OS

Microsoft Word/Excel/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
• 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.

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.

The skills and experience we prefer you have:

• High school diploma or GED.
• 0-5 years of client service experience, preferably in a financial institution.
• 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.
• 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 and ability to learn/use new systems (e.g. loan origination), applications and other related technology products.
• 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.

#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.