Lending Client Coordinator

Compeer Financial · Client Service Team

Pay: $42,300–$66,600/yr
Where: WI-Dodgeville
Posted: Sep 17

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:

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 is located onsite, primarily working out of the Dodgeville, WI office location.

The contributions you will make:

Serves as the first point of contact…

What you'd do

li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively li">identifying li"> needs and li">resolving a variety of requests via phone, li">online li"> and in-person to ensure a positive and consistent experience.
li">Establishes, li">develops li"> and li">maintains li"> 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.
li">Communicates, collaborates li">with li"> and li">provides li">assistance li"> to li"> other business units and/or teams to meet the needs of li">internal and external clients.
li">Educates the team, clients and third parties on basic policies, processes, transactional li">delivery li"> and servicing.
li">Takes li"> li">appropriate steps li"> to help li">identify li"> and prevent fraud.
li">Assists Sales Team in determining li">appropriate client li"> products and delivery tools. Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client.
li">Serves as a li">back up li"> to the Contact Center when needed.
li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides li">servicing for li"> 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.
li">Coordinates, reviews and li">determines li"> documents needed to perfect Compeer’s required lien position on servicing transactions.
li">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">department li"> ( li">e.g. li"> sales, credit, loan accounting, client or third party) when further action is needed.