Compeer Financial is seeking a Lending Client Coordinator to provide exceptional levels of service to clients, build strong relationships, and resolve issues. The role involves monetary accounting activities, client inquiries, and office operations. The ideal candidate will have entry-level client service experience, strong organizational and communication skills, and the ability to work in a collaborative team environment.
Requirements
- 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
Benefits
- Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
- Benefits: 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!