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 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.

• 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 (i.e., Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

This position is onsite, primarily working out of the Waite Park, MN office location.

Serve 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. Provide coordination for office operations, including events, in order to create a positive environment for clients and team members.

• Provide 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.
• Establish, develop and maintain a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provide exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.
• Communicate, collaborate with and provide assistance to other business units and/or teams to meet the needs of internal and external clients.
• Educate the team, clients and third parties on basic policies, processes, transactional delivery and servicing.
• Takes appropriate steps to help identify and prevent fraud.
• Assist Sales Team in determining appropriate client products and delivery tools. Actively promote the organization’s products and services to enhance the relationship and efficiency for the client.
• Serve as a back up to the Contact Center when needed.

• Provide servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinate and track the compilation of documents needed for servicing transactions and scan and index documents into systems.
• Coordinate, review and determine documents needed to perfect Compeer’s required lien position on servicing transactions.
• Ensure loan transactions are completed within policy and compliance guidelines. Interpret internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g., sales, credit, loan accounting, client or third party) when further action is needed.
• Initiate loan renewals and servicing updates with loan accounting and track, monitor and ensure necessary corrections are made for system accuracy. Review and complete maintenance in response to a variety of daily and monthly client reports to promote data integrity.
• Prepare and deliver a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
• Accurately process receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Research client transactions and resolve issues. Assist with follow‑up on delinquent accounts.
• Keep current on related process, procedure and organizational updates.

• Provide office coverage during normal business hours to meet the…