Agricultural Lending Client Service Specialist

7 days ago

Mankato, Minnesota, United States Compeer Financial Full time
Job Summary

Compeer Financial is seeking a collaborative and dynamic professional to support our agricultural lending programs through exceptional client service.

Key Responsibilities
  • Establish and maintain strong relationships with internal and external clients, including farmers and agricultural businesses.
  • Provide high-quality client service, including transaction analysis and documentation, systems accounting and reporting, and portfolio servicing.
  • Work 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
  • Act as a liaison between the organization, clients, and third parties to ensure seamless communication and service delivery.
  • Provide exceptional service to all clients, ensuring a consistent client experience that aligns with Compeer Financial's mission and vision.
  • Educate the team, clients, and third parties on policies, processes, transactional delivery, and servicing.
  • Coordinate and track the compilation of documents needed for transactions, submitting information to the appropriate team member or department for further action.
  • Coordinate, review, and determine documents needed to perfect Compeer Financial's required lien position on short-term transactions.
  • Accurately process receipts, disbursements, and maintenance to client accounts.
  • Scan and index documents into the archival system.
  • Prepare and deliver a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
  • Assist financial officers in determining appropriate client products and delivery tools.
Minimum Qualifications & Required Knowledge, Skills, and Abilities
  • High school diploma or GED; secondary education 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.
  • Computer skills, including MS Office applications and other systems needed to perform functions of the role.
  • 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.

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