Lending Client Coordinator

About the role

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. Where you will work: This position is located onsite, primarily working out of the Dodgeville, WI office location.

Responsibilities

• 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, to create a positive environment for clients and team members.
• 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.
• 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