Program Client Representative

ProPartners Financial • Saint Paul, MN

12d • Hybrid

About The Position

ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Paul, MN and Normal, IL. Join us and be part of one of the most important and vital parts of the economy. We are proud to offer career opportunities for team members with varying backgrounds, experiences and interests. The contributions you will make: This position provides high quality client service to support the effective delivery of credit products and services to current and prospective dealer clients for their customers.

Requirements

• Associate’s degree or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Strong customer service experience.
• Attention to detail and accuracy.
• Mathematical and problem-solving skills.
• Time management and prioritization skills.
• Organizational, listening, written/verbal communication, and interpersonal skills.
• Flexible and adaptable to changing situations.
• Ability to multi-task in a fast-paced environment.
• Ability to work both independently and cooperatively with other team members to service all aspects of the client needs.

Nice To Haves

• Entry-level experience loan processing or servicing in financial institution, preferred but not required.

Responsibilities

• Loan Processing
• Gathers or seeks clarification when required from dealers to complete loan applications from dealer’s customers.
• Coordinates, reviews, and determines documents needed for transactions to perfect ProPartner’s program requirements.
• Coordinates, reviews for acceptance, and tracks the compilation of documents needed for loan originations or renewals.
• Works within system designed workflows and accurately processes customer loan requests in accordance with dealer specific sales finance programs.
• Scans and indexes documents into archival system and workflows.
• Promotes loan processing efficiency by processing customer loan applications from all ProPartners Financial dealer relationships regardless of dealer affiliation.
• Provides support and works closely with PPF credit team by coordinating information gathering and dealer communication for underwriting larger loans.
• Client Service
• Works closely with ProPartners Financial relationship management team members to meet client needs in the origination or renewal of transactions including new loans and servicing actions for existing loans.
• Provides exceptional service and a consistent client experience to all clients and customers that aligns with the mission and vision of ProPartners Financial. The client contact may be by phone, email, and face to face visits. Client or customer requests may entail processing loan applications, loan servicing requests, calculating loan payoffs, verifying loan balances, providing guidance and answers to online banking questions, and answering general dealer program questions.
• Works closely with dealers to on-board new dealers or new dealer representatives. Provides dealer training for loan application, documentation requirements and new technology. Additional dealer training may include using dealer extranet, submitting loan requests using on-line loan applications, obtaining electronic signatures, using loan funding applications, and other ProPartners credit delivery processes and tools to support client experience.
• Engages with ProPartners Financial relationship team and clients to gain in-depth knowledge of dealer finance programs. Aligns dealer program criteria with PPF technology and system brand account configuration to support client experience.
• Assists clients in account maintenance corrections. Interacts and coordinates with ProPartners Financial loan accounting team to correct transactions and maintenance account records.
• Communicates and collaborates with internal team members to meet the needs of ProPartners Financial and internal and external clients.
• Provides support as needed to other business units/teams within ProPartners.
• Takes ownership of problems until they are resolved to the client’s satisfaction which includes when to involve or notify others
• Loan Servicing
• Actively promotes ProPartners Financial (PPF) credit delivery products and services to enhance the client relationship and client efficiency. Consistently identifies and assesses client needs.
• Reviews and maintains a variety of daily and monthly client reports.
• Assesses credit scores and compares report findings to the Bureau Credit Union report to explain failures.
• May assist risk asset team with delinquent accounts.
• Assists with the renewal process and auto renewals for dealer clients.
• Coordinates and supports dealer requests for movement of available funds between customer product specific loans.
• Coordinates dealer requests for additional credit for customer accounts.
• Coordinates dealer requests for extension of maturity dates for customer accounts.
• Miscellaneous Support
• Provides office coverage during normal business hours.
• Provides phone support for dealer and customer calls.
• May participate in managing incoming and outgoing mail for clients and/or customers.
• Keeps current on process or procedure updates, as well as current ProPartners news.
• May serve on projects as stakeholder or participate in testing new systems or applications.

Benefits

• Up to 9% towards 401k (3% fixed ProPartners 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 and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree