Talent.com
Lending Client Coordinator

Lending Client Coordinator

Compeer FinancialJanesville, Wisconsin, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 visitwww.compeer.com / careers.

Where you will work : This position offers a hybrid option to allow for occasional remote work, primarily working out of the Janesville, WI 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

  • 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.
  • Loan Servicing

  • Provides servicing for Production Credit Association (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.
  • 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.
  • Office Support

  • 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.
  • The skills and experience we prefer you have :

  • 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.
  • General knowledge of farming operations and agriculture preferred.
  • General knowledge of basic accounting principles and procedures preferred.
  • 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.

    serp_jobs.job_alerts.create_a_job

    Client Coordinator • Janesville, Wisconsin, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Inventory Coordinator

    Inventory Coordinator

    Impact Environmental GroupLake Mills, WI, US
    serp_jobs.job_card.full_time
    IEG (Impact Environmental Group) is a growing family of companies that provides products and services to the global waste and recycling industry. This includes a variety of plastic & rubber mold...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel CT Tech - $2964 / Week

    Travel CT Tech - $2964 / Week

    FlexCareElkhorn, WI, US
    serp_jobs.job_card.full_time
    FlexCare is seeking an experienced CT Tech for an exciting Travel Allied job in Elkhorn, WI.Shift : 5x8 hr flex Start Date : 11 / 10 / 2025 Duration : 13 weeks Pay : $2964 / Week.Stroke Certified Acute Car...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate - 2+ Yrs Paid Tax Experience Required

    Tax Associate - 2+ Yrs Paid Tax Experience Required

    IntuitHarvard, IL, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate

    Tax Associate

    IntuitPoplar Grove, IL, US
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Financial Representative Trainee (Sales) - Milwaukee, WI

    Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of OmahaElkhorn, WI, US
    serp_jobs.job_card.full_time
    Financial Representative Trainee (Sales) - Milwaukee, WI.Sales, Early Career Programs, Financial Representative Trainee.Are you driven, self-motivated, and eager to jumpstart your career in the fin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel CT Tech - $3106 / Week

    Travel CT Tech - $3106 / Week

    Cynet HealthElkhorn, WI, US
    serp_jobs.job_card.full_time
    Cynet Health is seeking an experienced CT Tech for an exciting Travel Allied job in Elkhorn, WI.Shift : 5x8 hr nights Start Date : 11 / 10 / 2025 Duration : 13 weeks Pay : $3106 / Week.Ranked #5 Best Trave...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Associate - Onsite

    Tax Associate - Onsite

    IntuitCambridge, WI, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Office Scheduler coordinator

    Office Scheduler coordinator

    IgnatekJanesville, WI, United States
    serp_jobs.job_card.full_time
    The scheduler is responsible for coordinating and managing scheduling activities, supporting project workflows, and handling administrative duties to ensure smooth operations.Key responsibilities i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Rehab Liaison

    Rehab Liaison

    Encompass HealthEvansville, WI, US
    serp_jobs.job_card.full_time +1
    Clinical Marketing Liaison Career Opportunity.Appreciated for your Clinical Marketing Liaison Skills Clinical License Required. Ever heard of a clinical rehab liaison? Are you looking to embark on a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Fast Pay - Earn at least $2555 in your first 203 trips, guaranteed.

    Fast Pay - Earn at least $2555 in your first 203 trips, guaranteed.

    UberUnion, IL, US
    serp_jobs.job_card.full_time +1
    Earn at least $2555 driving with Uber when you complete your first 203 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Deliver with Uber Eats

    Deliver with Uber Eats

    Uber eatsOrfordville, WI, US
    serp_jobs.job_card.full_time +1
    Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationBeloit, Wisconsin
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Associate - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitPoplar Grove, IL, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Cycle Counter - 2nd Shift Seasonal Located in Belleville, WI

    Cycle Counter - 2nd Shift Seasonal Located in Belleville, WI

    Duluth Trading CompanyWhitewater, WI, United States
    serp_jobs.job_card.part_time
    Peak Holiday Premiums effective November 24th - December 21st .The Seasonal Inventory Analyst role is responsible for cycle counting our primary, reserve, and emergency pick locations (EPL) daily.T...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Quick Earnings : Earn At Least $2555 For Your First 203 Trips, Guaranteed.

    Quick Earnings : Earn At Least $2555 For Your First 203 Trips, Guaranteed.

    UberUnion, IL, US
    serp_jobs.job_card.full_time +1
    Earn at least $2555 driving with Uber when you complete your first 203 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Earn At Least $2555 For Your First 203 Trips, Guaranteed.

    Earn At Least $2555 For Your First 203 Trips, Guaranteed.

    UberMarengo, IL, US
    serp_jobs.job_card.full_time +1
    Earn at least $2555 driving with Uber when you complete your first 203 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Flexible $ : Earn At Least $2555 For Your First 203 Trips, Guaranteed.

    Flexible $ : Earn At Least $2555 For Your First 203 Trips, Guaranteed.

    UberHarvard, IL, US
    serp_jobs.job_card.full_time +1
    Earn at least $2555 driving with Uber when you complete your first 203 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Sales Associate (Winnebago)

    Sales Associate (Winnebago)

    Kelley Williamson CompanyWinnebago, Illinois, US
    serp_jobs.job_card.part_time
    Join a company with deep roots and big opportunities! Since 1926, Kelley's Market has been serving Northern Illinois and Southern Wisconsin as a family-owned convenience store chain.As an ExxonMobi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days