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Compeer Financial · 2 days ago

Lending Client Coordinator

IL-Morton

Full-time

Hybrid

New Grad, Entry Level

$42K/yr - $67K/yr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin, dedicated to providing financial services to agriculture and rural communities. The Lending Client Coordinator serves as the first point of contact for clients, focusing on building relationships, providing exceptional service, and handling monetary accounting activities.

FinanceFinancial ServicesRentalRisk Management

Work & Life Balance

No H1B

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

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 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 for location

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

Qualification

Client service experienceMonetary accountingProficient in Microsoft OfficeOrganizational skillsCommunication skillsConflict resolutionDetail-orientedAdaptability

Required

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