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← Compeer Financial

Lending Client Coordinator

Compeer Financial
Location
WI-Onalaska
Posted
12 days ago
Department
Client Service Team
What they actually want (must-haves)
  • 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
Nice to have
  • General knowledge of farming operations and agriculture
  • General knowledge of basic accounting principles and procedures
  • Knowledge of Compeer and its loan products, digital tools and services
What the job really is

The Lending Client Coordinator at Compeer Financial serves as the primary point of contact for clients, focusing on building strong relationships and providing exceptional customer service. Daily tasks include handling monetary accounting activities, addressing client inquiries, coordinating office operations, and ensuring compliance in loan servicing. The role also involves educating clients on policies and collaborating with internal teams to meet client needs.

Benefits
  • 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
Things to weigh
  • No specific salary listed, only a range provided
  • Role involves a mix of customer service and administrative tasks, which may not appeal to all candidates
  • Position requires adaptability to changing priorities in a fast-paced environment
Job score3.4/5
Benefits5/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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