Lending Client Coordinator

About this role

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 visit www.compeer.com/careers.

Where you will work: This position is located onsite, primarily working out of the Quincy, IL 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

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">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.

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