Lending Client Coordinator

About the role

Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members.

Responsibilities

• Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service.
• Provides coordination for office operations, including events, in order to create a positive environment for clients and team members.
• Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service.
• Provides coordination for office operations, including events, in order to create a positive environment for clients and team members.
• Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service.
• Provides coordination for office operations, including events, in order to create a positive environment for clients and team members.

Requirements

• High school diploma or GED.
• 0-5 years of client service experience, preferably in a financial institution.
• 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.
• Able 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 able to learn/use new systems (e.g. loan origination), applications and other related technology products.
• General knowledge of farming operations and agriculture preferred.
• General knowledge of basic accounting principles and procedures preferred.
• Knowledge of Compeer and its loan products, digital tools and services desired.

Qualifications

• High school diploma or GED.
• 0-5 years of client service experience, preferably in a financial institution.
• 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.
• Educational background in finance or related field preferred.
• Experience in a similar role or industry preferred.

Skills

• High school diploma or GED.
• 0-5 years of client service experience, preferably in a financial institution.
• 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.
• Educational background in finance or related field preferred.
• Experience in a similar role or industry preferred.

Benefits

• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match).
• 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!

Pay

$42,300 - $66,600 USD

Schedule

Hybrid model – up to 50% work from home