Lending Client Coordinator

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.

• 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.

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.