Lending Client Coordinator

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota, and Wisconsin, seeking a Lending Client Coordinator. The role will serve as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts, and portfolio servicing.

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
• General knowledge of basic accounting principles and procedures preferred

Benefits

• 401k matching
• 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!