Lending Client Coordinator

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.

How we support you :

• 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!

Casual / seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com / careers .

Where you will work : This position offers a hybrid option to allow for occasional remote work, primarily working out of the Worthington, MN office location.

The contributions you will make :

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.

A typical day : Client Service

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Provides front line customer service to clients, proactively li">

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resolving a variety of requests via phone, li">

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and in-person to ensure a positive and consistent experience.

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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 li">

internal and external clients.

Educates the team, clients and third parties on basic policies, processes, transactional li">

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and servicing.

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and prevent fraud.

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products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client.

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to the Contact Center when needed.

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Loan Servicing

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PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents li">

into systems.

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documents needed to perfect Compeer's required li">

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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 li">

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sales, credit, loan accounting, client or third party) when further action is needed.

Initiates loan renewals and servicing updates with loan accounting and tracks, li">

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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 li">

a timely li">

basis to meet regulatory and compliance requirements.

Accurately processes receipts, li">

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and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">

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client transactions and li">

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issues. li">

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with follow up on delinquent accounts.

Office Support

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Provides office coverage during normal business hours to meet the needs of clients at li">

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Coordinates team li">

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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, li">

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and Compeer literature) for location.

Acts as the point of contact for building maintenance and cleaning issues.

The skills and experience we prefer you have :

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High school diploma or GED.

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Entry-level client service experience, li">

preferably in a financial institution.

How we will take care of you :

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as : training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay

$41,300 — $65,000 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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.

Click here to view federal employment laws applicable for applicants.