Lending Client Coordinator

Compeer Financial • Mankato, MN

11d • Hybrid

About The Position

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.

Requirements

• 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.
• 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.
• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED