Lending Client Coordinator RAU

Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.

Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients.

Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing.

Takes appropriate steps to help identify and prevent fraud.

Assists Sales Team in determining appropriate client products and delivery tools.

Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client.

Serves as a back up to the Contact Center when needed.

Loan Servicing

Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems.

Coordinates, reviews and determines documents needed to perfect Compeer’s required lien position on servicing transactions.

Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed.

Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity.

Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.

Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts.

Keeps current on related process, procedure and organizational updates.

Office Support

Provides office coverage during normal business hours to meet the needs of clients at location.

Coordinates team member and/or client events and manages related invoices and requests.

Serves as an Office Ambassador.

Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location.

Acts as the point of contact for building maintenance and cleaning issues.