Talent.com
Lending Client Coordinator
Lending Client CoordinatorCompeer Financial • Sun Prairie, WI, United States
Lending Client Coordinator

Lending Client Coordinator

Compeer Financial • Sun Prairie, WI, United States
job_description.job_card.30_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 visit www.compeer.com / careers .

Where you will work : This position offers a hybrid work option of up to 40% remote work, generally available after one year of onboarding, and is based out of the Sun Prairie, 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 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 • Sun Prairie, WI, United States

    Job_description.internal_linking.related_jobs
    Teller

    Teller

    Associated Bank - Corp • Stoughton, 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_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Old National Bank • Sun Prairie, WI, United States
    serp_jobs.job_card.full_time
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Madison, WI
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,946 per week in Portage, WI

    Travel Physical Therapist (PT) - $2,946 per week in Portage, WI

    Care Career • Portage, WI, US
    serp_jobs.job_card.full_time
    Physical therapists work with patients to improve their movement and manage their pain.PTs use a variety of techniques to help their patients, including hands-on therapy, strengthening and stretchi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,590 per week in Portage, WI

    Travel Physical Therapist (PT) - $2,590 per week in Portage, WI

    AlliedTravelNetwork • Portage, WI, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with Core Medical Group to find a qualified Physical Therapist (PT) in Portage, Wisconsin, 53901!. Client in WI seeking Physical Therapist.We are looking for a healthc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    CDL-A Flatbed Lease Purchase Driver - $1.25 to $2.00 per mile in Windsor, WI

    CDL-A Flatbed Lease Purchase Driver - $1.25 to $2.00 per mile in Windsor, WI

    AllTruckJobs • Windsor, WI, US
    serp_jobs.job_card.full_time
    CALL TO SPEAK WITH A SEATING SPECIALIST TODAY! .Come experience the many reasons why Western Express is the best place to live those dreams! This. Western Express is now offering a wide variety of n...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Actuary (Hybrid)

    Actuary (Hybrid)

    American Family Insurance • Madison, WI, United States
    serp_jobs.job_card.full_time
    You'll lead, coordinate, or performs most complex analysis for the full range of actuarial activities related to either insurance pricing or ratemaking for the Commercial line of business (LOB), lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Accounting Manager

    Accounting Manager

    Jobot • Portage, WI, US
    serp_jobs.job_card.full_time
    Strong Brand Recognition / Growing Organization Excellent Team Culture.This Jobot Job is hosted by : Kyle Kraus.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us you...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,590 per week in Portage, WI

    Travel Physical Therapist (PT) - $2,590 per week in Portage, WI

    Core Medical Group • Portage, WI, US
    serp_jobs.job_card.full_time
    Client in WI seeking Physical Therapist.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role. Contract / travel assignments are ty...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Clinical Liaison

    Clinical Liaison

    Lifepoint Health® • Madison, WI, US
    serp_jobs.job_card.part_time
    Full-time, M-F with rotating weekends.UW Health Rehabilitation Hospital is operated jointly with Lifepoint Health and UW Health. We are driven by a profound commitment to prioritize your well-being ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Mercor • Madison, Wisconsin, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Mercor is seeking • •native Mandarin speakers • • who can read / write • •Traditional Chinese • • and are also • •finance professionals • • based in Taiwan. This role combines your • •financial analysis and inv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,532 per week in Portage, WI

    Travel Physical Therapist (PT) - $2,532 per week in Portage, WI

    Triage Staffing LLC • Portage, WI, US
    serp_jobs.job_card.full_time
    Travel Rehab : Physical Therapy Portage.Shift Details : 8H Days (7 : 30 AM-4 : 00 PM).Length : 13 WEEKS 13 weeks.Apply for specific facility details.serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,820 per week in Portage, WI

    Travel Physical Therapist (PT) - $2,820 per week in Portage, WI

    Cross Country Allied • Portage, WI, US
    serp_jobs.job_card.full_time
    As a home health physical therapist, you'll provide PT services to help patients regain their health and mobility.Working at patients' homes, you'll assess their mobility, strength and function, de...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lending Client Coordinator

    Lending Client Coordinator

    Compeer Financial • Sun Prairie, 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_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Remote Sales & Trading Associate - AI Trainer ($50-$60 / hour)

    Data Annotation • Madison, 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 quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Flatbed CDL-A Truck Driver, Regional Routes - Beaver Dam, WI

    Flatbed CDL-A Truck Driver, Regional Routes - Beaver Dam, WI

    System Transport • Portage, WI, USA
    serp_jobs.job_card.full_time
    System Transport is hiring experienced CDL-A flatbed truck drivers for regional and OTR routes.You will be transporting important goods and materials such as glass, steel, aluminum, building materi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist (PT) - $2,648 per week in Portage, WI

    Travel Physical Therapist (PT) - $2,648 per week in Portage, WI

    AlliedTravelCareers • Portage, WI, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with FlexCare to find a qualified Physical Therapist (PT) in Portage, Wisconsin, 53901!.FlexCare is a nationwide leader in the staffing of travel nurses and clinician...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Provider Contracting Manager III

    Provider Contracting Manager III

    Medica • Madison, WI, United States
    serp_jobs.job_card.full_time
    Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted