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 is located onsite, primarily working out of the Rice Lake, 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

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.

Loan Servicing

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.

li">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.

li">Prepares and delivers a variety of legal documents to clients on li">a timely li"> basis to meet regulatory and compliance requirements.

li">Accurately processes receipts, li">disbursements li"> and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. li">Researches li"> client transactions and li">resolves li"> issues. li">Assists li"> with follow up on delinquent accounts.

li">Keeps current on related process, li">procedure li"> and organizational updates.

Office Support

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

li">Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador.

li">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">pop li"> and Compeer literature) for location.

li">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.

Entry-level 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"]}">client service experience, li">preferably in a financial institution.

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",469