Lending Client Coordinator

WI-Prairie du Sac. Posted 2 months ago

The role

This person will provide customer service and loan servicing for clients. They will also manage office operations and administrative duties.

What you will do

Provide front line customer service via phone, online, and in-person.
Establish and maintain relationships with internal and external clients.
Educate team, clients, and third parties on policies and processes.
Identify and prevent fraud.
Assist Sales Team in determining client products and delivery tools.
Serve as a backup to the Contact Center.
Provide servicing for PCA loan renewals.
Coordinate and track documents needed for servicing transactions.
Ensure loan transactions are completed within policy and compliance guidelines.
Process receipts, disbursements, and maintenance to client accounts.

Required qualifications

High school diploma or GED
Must be authorized to work for any employer in the United States

Nice to have

Entry-level client service experience, preferably in a financial institution
Ability to work in a collaborative team environment
Keen eye for detail
Strong organizational and communication skills
Adaptable to changing priorities and situations
Effective conflict resolution skills
Ability to prioritize client needs
Proficient in Windows environment using Microsoft Word, Excel and Outlook

Benefits

Hybrid model – up to 50% work from home
Flexible schedules
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
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

Before you apply

Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

About the company

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. They provide financial services to support agriculture and rural communities.