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Form of workCompeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!
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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 experience 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 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 and/or 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.
