Lending Client Coordinator

Compeer Financial-posted 3 months ago
$41,300 - $65,000/Yr
Full-time • Entry Level
Hybrid • Rochester, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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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.

  • Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service.
  • Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person.
  • Establishes, develops and maintains a strong relationship with internal and external clients and third parties.
  • Communicates, collaborates with and provides assistance to other business units and/or teams.
  • 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.
  • Provides servicing for PCA loan renewals, ensuring accuracy in all transactions.
  • Coordinates and tracks the compilation of documents needed for servicing transactions.
  • Ensures loan transactions are completed within policy and compliance guidelines.
  • Initiates loan renewals and servicing updates with loan accounting.
  • Prepares and delivers a variety of legal documents to clients on a timely basis.
  • Accurately processes receipts, disbursements and maintenance to client accounts.
  • Provides office coverage during normal business hours to meet the needs of clients.
  • Coordinates team member and/or client events and manages related invoices and requests.
  • Manages day-to-day administrative office duties.
  • High school diploma or GED.
  • Entry-level client service experience, preferably in a financial institution.
  • Ability to work in a collaborative team environment.
  • Keen eye for detail, ensuring accuracy and compliance in all documentation.
  • Strong organizational and communication skills.
  • Adaptable to changing priorities and situations.
  • Effective conflict resolution skills.
  • Ability to prioritize client needs and work diligently to offer solutions.
  • Proficient in Windows environment using Microsoft Word, Excel and Outlook.
  • General knowledge of farming operations and agriculture preferred.
  • General knowledge of basic accounting principles and procedures preferred.
  • 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
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