Client Service Representative

7 days ago

Sun Prairie, United States Compeer Financial 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 loan servicing programs through professional, high-quality client service to internal and external clients. Responsibilities include transaction analysis and documentation; systems accounting, reporting and monitoring; portfolio servicing; and overall client service and support. As an Office Ambassador this position is accountable for a variety of tasks that support the efficient operation of the office.

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 support to the office and various business units including mail processing, ordering office supplies, coordinating meals for onsite meetings and other administrative and client facing duties.
  • Accurately processes receipts, disbursements and maintenance to client accounts.
  • Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action.
  • Scans and indexes documents into archival system.
  • Assists financial officers in determining appropriate client products and delivery tools.
  • Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
Minimum Qualifications & Required Knowledge, Skills and Abilities:
  • High school diploma or GED; secondary education preferred.
  • 1-3 years of client service/office administration experience.
  • Attention to detail and accuracy.
  • Computer skills, including MS Office applications and and/or other systems needed to perform functions of the role.
  • Mathematical skills.
  • Problem solving skills.
  • Strong organizational, listening, written/verbal communication and interpersonal skills.
  • Flexible and adaptable to changing priorities and situations.
  • Ability to work independently and cooperatively with other team members to service all aspects of client needs.
  • Preferred general knowledge of basic accounting principles and procedures.
  • Must be authorized to work for any employer in the US. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
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?
Qualified candidates, please apply online at www.compeer.com/careers .

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.

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