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Client Service Representative

4 months ago

Sun Prairie, United States Farm Credit Network Full time

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture

Tell me more about this opportunity.

Position Overview: This position supports various lending programs through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction analysis and documentation; systems accounting, reporting and monitoring; portfolio servicing; and overall client service and support. Works closely with internal and external clients as well as third parties throughout all phases of loan/lease cycles including post close servicing, documentation and final exit.

Essential Functions:
Establishes, develops and maintains a strong relationship with internal and external clients and third parties. Acts as a liaison between the organization, clients and third parties.
Provides exceptional service to all clients and a consistent client ex perience that aligns with the mission and vision of Compeer.
Educates the team, clients and third parties on policies, processes, transactional delivery and servicing.
Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action.
Coordinates, reviews and determines documents needed to perfect Compeer’s required lien position on short term transactions.
Accurately processes receipts, disbursements and maintenance to client accounts.
Scans and indexes documents into archival system.
Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
Assists financial officers in determining appropriate client products and delivery tools.

Minimum Qualifications & Required Knowledge, Skills and Abilities:
High school diploma or GED; secondary ed ucation preferred.
0-5 years of client service experience, preferably in a financial institution.
Preferred general knowledge of farming operations and agriculture.
Preferred general knowledge of basic accounting principles and procedures.
Attention to detail and accuracy.
Focus on client service.
Mathematical skills.
Problem solving skills.
Strong organizational, listening, written/verbal communication and interpersonal skills.
Flexible and adaptable to changing priorities and situations.
Ability to multi-task in a fast-paced environment.
Ability to work independently and cooperatively with other team members to service all aspects of client needs.

Who is Compeer Financial?
Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?

Amazing team members who are passionate about serving agriculture and rural America.
Investment in our team members’ education, growth and development.
Engagement in our communities through giving back and volunteerism.
Flexible, collaborative and dynamic work environment.
Great benefits:
Medical, Dental, Vision insurance
401K (3% Compeer contribution & up to an additional 6% match)
Paid time off (vacation, sick leave, holidays, volunteer time)

Find out why our team members choose Compeer Financial by watching this video.

How do I apply?

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.