Lending Client Coordinator

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.

Responsibilities

Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service; Monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing; Provides coordination for office operations, including events; Provides front line customer service to clients via phone, online and in-person; Establishes, develops and maintains relationships with internal and external clients and third parties; 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 Sales Team in determining appropriate client products and delivery tools; Serves as a back up to the Contact Center when needed; Provides servicing for PCA loan renewals, ensuring accuracy in all transactions; Coordinates, 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; Initiates loan renewals and servicing updates with loan accounting; Reviews and completes maintenance in response to daily and monthly client reports; Prepares and delivers legal documents to clients on a timely basis; Accurately processes receipts, disbursements and maintenance to client accounts, including electronic payments and reconciliation; Researches client transactions and resolves issues; Assists with follow up on delinquent accounts; Provides office coverage during normal business hours; Coordinates team member and/or client events and manages related invoices and requests; Manages day-to-day administrative office duties, including mail, equipment check out and supply ordering; Acts as the point of contact for building maintenance and cleaning issues

Requirements

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 larger organizational goals, mission and vision; 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; Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely; Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products; Must be authorized to work for any employer in the United States

Benefits

Hybrid model with 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); 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; Professional membership/certification reimbursement; Variable compensation