Lending Client Coordinator

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 promotes meaningful work, professional development, a flexible hybrid work environment, and excellent benefits, empowering you to thrive both personally and professionally.

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401(k) (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
• Cross‑functional committee opportunities (e.g., Inclusion Council, emerging professional groups)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state‑mandated programs.

This position is located onsite, primarily working out of the Quincy, IL office location.

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, and coordinating office operations.

• Provides front‑line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online, and in‑person.
• Establishes, develops, and maintains strong relationships with internal and external clients and third parties, acting as a liaison between groups.
• Communicates, collaborates with, and provides assistance to other business units and/or teams to meet client needs.
• Educates the team, clients, and third parties on basic policies, processes, transactional delivery, and servicing.
• Takes appropriate steps to help identify and prevent fraud.
• Assists the Sales Team in determining appropriate client products and delivery tools, actively promoting the organization’s products and services.
• Serves as a backup to the Contact Center when needed.

• Provides servicing for PCA loan renewals, ensuring accuracy in all transactions and coordinating documents.
• Reviews and determines documents needed to perfect Compeer’s required lien position on servicing transactions.
• Ensures loan transactions are completed within policy and compliance guidelines, escalating issues as needed.
• Initiates loan renewals and servicing updates, tracking corrections for system accuracy.
• Prepares and delivers legal documents to clients on a timely basis to meet regulatory requirements.
• Accurately processes receipts, disbursements, and maintenance to client accounts, including electronic payments and reconciliations.
• Researches client transactions and resolves issues, assisting follow‑up on delinquent accounts.
• Keeps current on related process and procedure updates.

• Provides office coverage during normal business hours to meet client needs at the location.
• Coordinates team member and/or client events and manages related invoices and requests, serving as an Office Ambassador.
• Manages day‑to‑day administrative duties, including mail processing, equipment checkout, and supply ordering.
• Acts as the point of contact for building maintenance and cleaning issues.

• 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 organizational goals, mission, and vision.
• Attention to detail, ensuring accuracy and compliance in all documentation and processing steps.
• Strong organizational and communication skills.
• Adaptability to changing priorities with the ability to multi‑task in a fast‑paced environment.
• Prioritizes client needs and offers effective, timely solutions.
• Proficient in Windows, Microsoft Word, Excel, Outlook, and open to learning new systems and technologies.

Base Pay: $42,300 – $66,600 USD.

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.