Lending Client Coordinator

Socket.dev; Washington; Hybrid; USD 42,000 - 67,000; Full time

Benefits offered by this job

Hybrid work model up to 50% remote

Flexible schedules

401(k) match up to 9%

Medical, dental, vision, HSA/FSA

Life & AD&D insurance

Short- and long-term disability

Wellness program & EAP

Vacation, sick leave, holidays, PTO

Learning and development programs

Mentorship programs

Professional membership reimbursement

Job summary

Compeer Financial is seeking a client-focused professional to serve as the first point of contact for clients, handling monetary accounting, inquiries, and account servicing in a hybrid Onalaska, WI setting.

The role covers client service, loan servicing, and office support, with opportunities to coordinate events and support sales. Strong communication, detail orientation, and adaptability are essential for success.

Qualifications

• 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.
• 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 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.

Responsibilities

• Provide front line customer service to clients by phone, online, and in person to ensure a positive and consistent experience.
• Establish and maintain relationships with internal and external clients and third parties.
• Provide exceptional service aligned with Compeer's mission and vision.
• Coordinate with other business units and teams to meet client needs.
• Educate clients and third parties on policies, processes, and servicing.
• Identify and help prevent fraud.
• Assist Sales Team in determining client products and tools; promote services.
• Serve as back-up to the Contact Center when needed.
• Provide servicing for PCA loan renewals and ensure accuracy in transactions.
• Coordinate documents for servicing and index into systems.
• Ensure loan transactions comply with policy and guidelines.
• Process receipts, disbursements and maintenance to client accounts.
• Prepare and deliver legal documents on time to meet regulatory requirements.
• Maintain current on process updates.

Skills

Client service

Attention to detail

Organizational skills

Communication

Adaptability

Conflict resolution

Multitasking

Learning new systems

Farming knowledge

Accounting basics

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Loan origination system

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.

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.
• 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 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.

Click here to view federal employment laws applicable for applicants.