Lending Client Services Specialist (Hybrid)

Compeer Financial; Town of Prairie du Sac (WI); Hybrid; USD 42,000 - 67,000; Full time

Benefits offered by this job

Hybrid model – up to 50% work from hom

Flexible schedules

401k match up to 9%

Medical, dental, vision, HSA/FSA, life

Job summary

Compeer Financial in Prairie du Sac, WI, seeks an entry-level Client Service Associate to serve as the first point of contact for clients, handling monetary accounting, inquiries, and portfolio servicing. The role supports loan servicing, office operations, and events, with hybrid work options and a strong emphasis on accuracy and compliance.

You will collaborate with internal teams, assist the Sales Team, and help maintain client relationships while navigating a fast-paced environment.

Qualifications

• 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, mission and vision.
• 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.

Responsibilities

• 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.
• 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.

Skills

Client service

Communication skills

Organization

Multitasking

MS Office

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Outlook

Loan origination systems

Job description

Compeer Financial in Prairie du Sac, WI, seeks an entry-level Client Service Associate to serve as the first point of contact for clients, handling monetary accounting, inquiries, and portfolio servicing. The role supports loan servicing, office operations, and events, with hybrid work options and a strong emphasis on accuracy and compliance.

You will collaborate with internal teams, assist the Sales Team, and help maintain client relationships while navigating a fast-paced environment.