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Client Service Specialist - Risk Asset

WI-Onalaska, MN-Mankato, Open to any Compeer location

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 

Where you will work:

This position offers a hybrid work option (up to 50% remote) and is open to MN-Mankato or any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position assists all Compeer lending and leasing programs being serviced by the Risk Asset Unit through professional, high-quality client service to all client types: internal, third party and external. Primary responsibilities include documentation analysis, partnering with the Risk Asset Unit Officers and Risk Asset Unit Credit Officers; transaction analysis; systems accounting, reporting and monitoring; portfolio servicing; and overall client service. This position requires collaboration 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.

A typical day: 

  • Partners with all members of the Risk Asset team as well as collaborates with other teams and business units to ensure coordinated efforts in managing troubled credit accounts.
  • Ensures all loan documentation is accurate, complete, and up-to-date and assists in maintaining detailed records of all actions taken.
  • Develops and implements solutions to complex problems by considering various perspectives and potential outcomes.
  • Conducts thorough investigations into loan-related issues, such as discrepancies in documentation, compliance concerns, or borrower inquiries, to identify root causes and potential solutions.

The skills and experience we prefer you have: 

  • High school diploma or GED; secondary education.
  • A minimum of two years' experience in processing loans secured by personal property and real estate. This includes familiarity with loan documentation, regulatory compliance, and the nuances of secured lending.
  • Strong written and verbal communication skills
  • Excellent analytical skills with attention to detail
  • Ability to work independently and collaboratively in a team environment
  • Demonstrates a willingness to adapt to changing circumstances, priorities, and technologies, maintaining productivity and effectiveness in dynamic environments.

#IND200

 

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

 

Base Pay

$41,300 - $58,700 USD

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.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

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