Lending Client Coordinator

Compeer Financial

Eau Claire, WI, United States
Not specified; benefits: medical, dental, vision, ...
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Front line customer service
Monetary accounting activities
Account maintenance and portfolio servicing
** Compeer Financial is seeking a Lending Client Coordinator to serve as the primary point of contact for clients, providing exceptional service and support in financial services. The position is based in Eau Claire, WI, and offers a hybrid work environment along with a range of benefits to promote personal and professional development. **

Job Summary

  • This role serves as the first point of contact for clients, providing exceptional service and resolving inquiries via phone, online, and in-person channels.
  • The position involves primary responsibilities including monetary accounting activities, maintaining accounts, and coordinating office operations to create a positive environment.
  • Compeer Financial offers a hybrid work model with up to 50% remote work, flexible summer schedules, and comprehensive benefits including a 9% 401k contribution.

Matching Summary

Match Score: 75

** Compeer Financial is seeking a Lending Client Coordinator to serve as the primary point of contact for clients, providing exceptional service and support in financial services. The position is based in Eau Claire, WI, and offers a hybrid work environment along with a range of benefits to promote personal and professional development. **

Salary

Not specified; Benefits: Medical, dental, vision, HSA/FSA, life insurance, disability, wellness program, EAP; Retirement: Up to 9% towards 401k (3% fixed plus 6% match)

Skills & Requirements

Must-have

  • Front line customer service
  • Monetary accounting activities
  • Account maintenance and portfolio servicing
  • Fraud identification and prevention
  • Cross-functional collaboration

Nice-to-have

  • Strong relationship building skills
  • Flexible schedule availability
  • Mission-driven work ethic
  • Proactive needs identification

Key Requirements

  • Experience in client service or banking
  • Ability to identify and prevent fraud
  • Strong communication and collaboration skills

Work Rights

Not specified

Tailored Resume

Cover Letter