Lending Client Coordinator

About the role

This position is located onsite, primarily working out of the Rice Lake, WI office location.

Responsibilities

• Provide 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.
• Establish, develop, and maintain strong relationships with internal and external clients and third parties, acting as a liaison between groups.
• Communicate, collaborate with, and provide assistance to other business units and teams to meet client needs.
• Educate the team, clients, and third parties on basic policies, processes, transactional delivery, and servicing.
• Take appropriate steps to help identify and prevent fraud.
• Assist the Sales Team in determining appropriate client products and delivery tools, and actively promote the organization’s products and services.
• Serve as backup to the Contact Center when needed.
• Provide loan servicing for PCA loan renewals, ensuring accuracy in all transactions, coordinating document compilation, and maintaining lien positions.
• Interpret internal credit summaries and loan documents, escalating issues to the appropriate department when needed.
• Initiate loan renewals and servicing updates, track corrections for system accuracy, and maintain data integrity through daily and monthly client reports.
• Prepare and deliver legal documents to clients in a timely manner to meet regulatory and compliance requirements.
• Accurately process receipts, disbursements, and maintenance to client accounts, including electronic payments and reconciliations.
• Research client transactions, resolve issues, and assist with follow‑up on delinquent accounts.
• Provide office coverage during normal business hours, coordinate team‑member and client events, manage related invoices and requests, and act as an Office Ambassador.
• Manage day‑to‑day administrative duties such as mail processing, equipment checkout, supply ordering, and building maintenance coordination.

Requirements

• High school diploma or GED (entry‑level).
• Client service experience, preferably in a financial institution.
• Ability to work collaboratively and align with organizational goals, mission, and vision.
• Keen eye for detail, ensuring accuracy and compliance in documentation and processing.
• Strong organizational and communication skills.
• Adaptable to changing priorities; able to multi‑task in a fast‑paced environment.
• Effective conflict‑resolution skills.
• Ability to prioritize client needs and provide timely, effective solutions.
• Proficiency in a Windows environment using Microsoft Word, Excel, Outlook, and ability to learn new systems (e.g., loan origination applications).

Benefits

• Hybrid model – up to 50% work from home.
• Flexible schedules, including ample flexibility in the summer months.
• Up to 9% towards 401(k) (3% fixed Compeer contribution plus up to 6% match).
• Medical, dental, vision, HSA/FSA, life & AD&D insurance.
• Short‑term and long‑term disability coverage.
• Wellness program & Employee Assistance 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 (e.g., Inclusion Council, emerging professional groups).
• Professional membership/certification reimbursement.

Pay

Base Pay $42,300 – $66,600 USD. This role is eligible for variable compensation and other benefits.

Schedule

Hybrid model – up to 50% work from home with flexible schedules, including additional flexibility during the summer months.