
Lending Client Coordinator
ONALASKA, WI · HybridJobSeen todaySeen in employer's feed today
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Job overview
The Lending Client Coordinator serves as a first point of contact for clients, providing service and support with monetary accounting, inquiries, issue resolution, account maintenance, and portfolio servicing. The role also coordinates office operations and events. It is based in Compeer Financial’s Onalaska office and offers a hybrid work option with up to 50% remote work.
Skills & qualifications
Skills
Benefits
Full job description
JOB REQUIREMENTS: 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. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months 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! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visitwww.compeer.com/careers. This position offers a hybrid work option up to 50% remote and is based out of the Onalaska, WI office location. The contributions you will make: 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, in order to create a positive environment for clients and team members. A typical day: Client Service 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. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. Communicates, collaborates with and provides assistance to other business units and/or... For full info follow application link. Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/CC0527B0FA1E4013
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