Client Service Representative

Compeer 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.
• Previous 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.
• Problem solving and basic mathematical skills.
• Strong organizational, listening, written/verbal communication and interpersonal skills.
• Computer skills, including Microsoft Office applications and and/or other systems needed to perform functions of the role.