Talent.com
Lending Client Coordinator

Lending Client Coordinator

Compeer FinancialRice Lake, WI, United States
job_description.job_card.1_day_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.

This position offers a hybrid work option up to 50% remote and is based out of the Rice Lake, WI.

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.
  • Serves as a back up to the Contact Center when needed.
  • Loan Servicing.

  • 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 (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.
  • Keeps current on related process, procedure and organizational updates.
  • 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.
  • Acts as the point of contact for building maintenance and cleaning issues.
  • The skills and experience we prefer you have :

  • High school diploma or GED.
  • 0-5 years of 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.
  • Knowledge of Compeer and its loan products, digital tools and services desired.
  • #200

    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 • Rice Lake, WI, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant (PTA) - $1,365 per week in Spooner, WI

    Travel Physical Therapy Assistant (PTA) - $1,365 per week in Spooner, WI

    AlliedTravelCareersSpooner, WI, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Triage Staffing LLC to find a qualified Physical Therapy Assistant (PTA) in Spooner, Wisconsin, 54801!. Travel Rehab : Physical Therapy Spooner.Shift Details : 8H...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Universal Banker

    Universal Banker

    Associated Bank - CorpRice Lake, WI, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Kettle Coordinator - Burnett

    Kettle Coordinator - Burnett

    The Salvation Army USA Central TerritoryBarron, WI, United States
    serp_jobs.job_card.full_time
    You may know The Salvation Army for our red kettles, our angel trees, and our strong presence during the Christmas season, but we support local families every season. The donations we collect during...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Family Practice / OB Opportunity in Wisconsin

    Family Practice / OB Opportunity in Wisconsin

    CHG HealthcareHayward, WI, United States
    serp_jobs.job_card.full_time
    Hayward, Wisconsin is a city where superior schools, high quality public services, a wide range of employment, and broad-based commercial services all help to create a unique community that is high...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant - $1,600 per week

    Travel Physical Therapy Assistant - $1,600 per week

    Go HealthcareSpooner, WI, United States
    serp_jobs.job_card.full_time
    Go Healthcare is seeking a travel Physical Therapy Assistant for a travel job in Spooner, Wisconsin.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subje...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Open Interview - CDL-A Truck Driver - Home Daily - Earn Up to $105k / Yr

    Open Interview - CDL-A Truck Driver - Home Daily - Earn Up to $105k / Yr

    Greco and SonsSand Creek, WI, United States
    serp_jobs.job_card.full_time
    Join Greco & Sons for an Open Interview!.Now Hiring Local CDL-A Delivery Drivers in Eau Claire, WI!.Home Daily - Earn Up to $105,000 per Year - Comprehensive Healthcare Benefits.Holiday Inn Express...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Medical Device Sales – Paid Internship

    Medical Device Sales – Paid Internship

    Medical Sales CollegeSpooner, Wisconsin, US
    serp_jobs.job_card.internship
    Description Medical Device Sales - Paid Internship Looking for a rewarding and lucrative career in the medical sales industry? Our paid Internship may be the right path for you! Here are just some ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Lending Client Coordinator

    Lending Client Coordinator

    Compeer FinancialRice Lake, WI, United States
    serp_jobs.job_card.full_time
    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 s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Kettle Coordinator - St. Croix

    Kettle Coordinator - St. Croix

    The Salvation Army USA Central TerritoryBarron, WI, United States
    serp_jobs.job_card.full_time
    You may know The Salvation Army for our red kettles, our angel trees, and our strong presence during the Christmas season, but we support local families every season. The donations we collect during...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Head Teller

    Head Teller

    Citizens Community FederalRice Lake, WI, United States
    serp_jobs.job_card.full_time
    If you're motivated, detail-oriented, and have a passion for delivering exceptional customer service, keep reading! This is a fast-paced, interactive position with CCFBank, a successful financial i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Counter Sales Representative

    Counter Sales Representative

    Lampert LumberRice Lake, WI, US
    serp_jobs.job_card.full_time
    Arrow Building Center, Lampert Lumber and Lyman Lumber Companies, divisions of US LBM provides a wide range of building materials to construction professionals, combining the advantages of our nati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel Physical Therapist Assistant (Outpatient Clinic) - $1,370 per week

    Travel Physical Therapist Assistant (Outpatient Clinic) - $1,370 per week

    Core Medical GroupSpooner, WI, United States
    serp_jobs.job_card.full_time +2
    Core Medical Group is seeking a travel Outpatient Physical Therapy Assistant for a travel job in Spooner, Wisconsin.Job Description & Requirements. Client in WA seeking Physical Therapist : Outpatien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Teller (Part-time)

    Teller (Part-time)

    Associated Bank - CorpRice Lake, WI, United States
    serp_jobs.job_card.part_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Kettle Coordinator - Hayward / Sawyer

    Kettle Coordinator - Hayward / Sawyer

    The Salvation Army USA Central TerritoryHayward, WI, United States
    serp_jobs.job_card.full_time
    You may know The Salvation Army for our red kettles, our angel trees, and our strong presence during the Christmas season, but we support local families every season. The donations we collect during...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Associated Bank - CorpRice Lake, WI, United States
    serp_jobs.job_card.full_time
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Kettle Coordinator - Polk

    Kettle Coordinator - Polk

    The Salvation Army USA Central TerritoryBarron, WI, United States
    serp_jobs.job_card.full_time
    You may know The Salvation Army for our red kettles, our angel trees, and our strong presence during the Christmas season, but we support local families every season. The donations we collect during...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant - $1,504 per week

    Travel Physical Therapy Assistant - $1,504 per week

    Anders GroupSpooner, WI, United States
    serp_jobs.job_card.full_time
    Anders Group is seeking a travel Physical Therapy Assistant for a travel job in Spooner, Wisconsin.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subjec...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Kettle Coordinator - Barron

    Kettle Coordinator - Barron

    The Salvation Army USA Central TerritoryBarron, WI, United States
    serp_jobs.job_card.full_time
    You may know The Salvation Army for our red kettles, our angel trees, and our strong presence during the Christmas season, but we support local families every season. The donations we collect during...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant - $1,474 per week

    Travel Physical Therapy Assistant - $1,474 per week

    Ardor Health SolutionsSpooner, WI, United States
    serp_jobs.job_card.full_time
    Ardor Health Solutions is seeking a travel Physical Therapy Assistant for a travel job in Spooner, Wisconsin.Job Description & Requirements. Ardor Health Solutions is looking for a PTA to travel to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Crop Insurance Intern

    Crop Insurance Intern

    Compeer FinancialRice Lake, WI, United States
    serp_jobs.job_card.full_time
    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 s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days