Lending Client Coordinator

<div class="content-intro"><p><strong>Empowered to live. Inspired to work. </strong><br>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.</p>

<p><strong>How we support you:</strong></p>

<ul>

<li>Hybrid model – up to 50% work from home</li>

<li>Flexible schedules including ample flexibility in the summer months</li>

<li>Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)</li>

<li>Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP</li>

<li>Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off</li>

<li>Learning and development programs</li>

<li>Mentorship programs</li>

<li>Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)</li>

<li>Professional membership/certification reimbursement and more!</li>

</ul>

<p>Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.</p>

<p>To learn more about Compeer Financial visit <a href="https://www.compeer.com/careers">www.compeer.com/careers</a>. </p></div><p><strong>Where you will work: </strong>This position is located onsite, primarily working out of the Dodgeville, WI office location.</p>

<p><strong>The contributions you will make:</strong> </p>

<p><span class="TextRun SCXW36993191 BCX0" lang="EN-US" data-contrast="auto"><span class="NormalTextRun SCXW36993191 BCX0" data-ccp-parastyle="p" data-ccp-parastyle-defn="{"ObjectId":"58ba622f-b3c6-5abf-b93f-1796a321a07c|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,"p",201340122,"2",134233614,"true",469778129,"p",335572020,"1",469778324,"Normal"]}">Serves as the first point of contact for clients, building strong </span><span class="NormalTextRun SCXW36993191 BCX0" data-ccp-parastyle="p">relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, </span><span class="NormalTextRun SCXW36993191 BCX0" data-ccp-parastyle="p">maintaining</span><span class="NormalTextRun SCXW36993191 BCX0" data-ccp-parastyle="p"> </span><span class="NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW36993191 BCX0" data-ccp-parastyle="p">accounts</span><span class="NormalTextRun SCXW36993191 BCX0" data-ccp-parastyle="p"> and portfolio servicing. Provides coordination for office operations, including events, </span><span class="NormalTextRun AdvancedProofingIssueV2Themed SCXW36993191 BCX0" data-ccp-parastyle="p">in order to</span><span class="NormalTextRun SCXW36993191 BCX0" data-ccp-parastyle="p"> create a positive environment for clients and team members.</span></span><span class="EOP SCXW36993191 BCX0" data-ccp-props="{}"> </span></p>

<p><strong>A typical day:</strong> </p>

<p>Client Service</p>

<ul>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > 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 </span><span data-ccp-parastyle="ul > li">identifying</span><span data-ccp-parastyle="ul > li"> needs and </span><span data-ccp-parastyle="ul > li">resolving a variety of requests via phone, </span><span data-ccp-parastyle="ul > li">online</span><span data-ccp-parastyle="ul > li"> and in-person to ensure a positive and consistent experience.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Establishes, </span><span data-ccp-parastyle="ul > li">develops</span><span data-ccp-parastyle="ul > li"> and </span><span data-ccp-parastyle="ul > li">maintains</span><span data-ccp-parastyle="ul > 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.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Communicates, collaborates </span><span data-ccp-parastyle="ul > li">with</span><span data-ccp-parastyle="ul > li"> and </span><span data-ccp-parastyle="ul > li">provides </span><span data-ccp-parastyle="ul > li">assistance</span><span data-ccp-parastyle="ul > li"> to</span><span data-ccp-parastyle="ul > li"> other business units and/or teams to meet the needs of </span><span data-ccp-parastyle="ul > li">internal and external clients.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Educates the team, clients and third parties on basic policies, processes, transactional </span><span data-ccp-parastyle="ul > li">delivery</span><span data-ccp-parastyle="ul > li"> and servicing.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Takes</span><span data-ccp-parastyle="ul > li"> </span><span data-ccp-parastyle="ul > li">appropriate steps</span><span data-ccp-parastyle="ul > li"> to help </span><span data-ccp-parastyle="ul > li">identify</span><span data-ccp-parastyle="ul > li"> and prevent fraud.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Assists Sales Team in determining </span><span data-ccp-parastyle="ul > li">appropriate client</span><span data-ccp-parastyle="ul > li"> products and delivery tools. Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Serves as a </span><span data-ccp-parastyle="ul > li">back up</span><span data-ccp-parastyle="ul > li"> to the Contact Center when needed.</span></span><span data-ccp-props="{}"> </span></li>

</ul>

<p>Loan Servicing</p>

<ul>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > 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 </span><span data-ccp-parastyle="ul > li">servicing for</span><span data-ccp-parastyle="ul > 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 </span><span data-ccp-parastyle="ul > li">into systems.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > li">Coordinates, reviews and </span><span data-ccp-parastyle="ul > li">determines</span><span data-ccp-parastyle="ul > li"> documents needed to perfect Compeer’s required lien position on servicing transactions.</span></span><span data-ccp-props="{}"> </span></li>

<li><span data-contrast="auto"><span data-ccp-parastyle="ul > 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 </span><span data-ccp-parastyle="