Client Service Representative

Agstar Financial Services Flca-posted about 1 year ago
Full-time • Entry Level
Eau Claire, WI
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The Client Service Representative at Compeer Financial plays a crucial role in supporting various lending programs by providing high-quality client service to both internal and external clients. This position involves transaction analysis, documentation, systems accounting, reporting, monitoring, and overall client support throughout the loan/lease cycles, ensuring a seamless experience for clients and adherence to regulatory requirements.

  • Establish and maintain strong relationships with internal and external clients and third parties.
  • Provide exceptional service to all clients, ensuring a consistent client experience.
  • Educate team members, clients, and third parties on policies, processes, and transactional delivery.
  • Coordinate and track the compilation of documents needed for transactions.
  • Review and determine documents needed to perfect Compeer's required lien position on short-term transactions.
  • Accurately process receipts, disbursements, and maintenance to client accounts.
  • Scan and index documents into the archival system.
  • Prepare and deliver a variety of legal documents to clients in a timely manner to meet regulatory and compliance requirements.
  • Assist financial officers in determining appropriate client products and delivery tools.
  • High school diploma or GED; secondary education preferred.
  • 0-5 years of client service experience, preferably in a financial institution.
  • General knowledge of farming operations and agriculture preferred.
  • General knowledge of basic accounting principles and procedures preferred.
  • Attention to detail and accuracy.
  • Strong focus on client service.
  • Mathematical skills.
  • Problem-solving skills.
  • Strong organizational, listening, written/verbal communication, and interpersonal skills.
  • Computer skills, including MS Office applications and other systems needed for the role.
  • Flexibility and adaptability to changing priorities and situations.
  • Ability to multi-task in a fast-paced environment.
  • Ability to work independently and cooperatively with team members.
  • Experience in a financial institution
  • Knowledge of farming operations and agriculture
  • Basic accounting knowledge
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401K with 3% Compeer contribution and up to an additional 6% match
  • Paid time off including vacation, sick leave, holidays, and volunteer time
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