What are the responsibilities and job description for the Client Service Representative AgTech-Leasing position at Compeer Financial?
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.
This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN; Lakeville, MN; Rochester, MN offices.
A typical day:
Client Service and Support
- 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.
- Takes appropriate steps to help identify and prevent fraud.
- Communicates, collaborates and provides support as needed to other business units and/or teams within Compeer to meet the needs of the organization and internal and external clients.
Loan Processing and Servicing
- Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action (i.e. sales, credit, loan accounting, client or third party).
- Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on short-term transactions.
- Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform closing tasks.
- Initiates loan bookings 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.
- Accurately processes receipts, disbursements and maintenance to client accounts; including initiating electronic payments and reconciling payments and disbursements.
- 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.
- Actively promotes the organization's products and services to enhance the relationship and efficiency for the client. Identifies and assesses client needs.
- Assists sales team with follow up on delinquent accounts.
Miscellaneous Office Support
- Provides office coverage during normal business hours as necessary.
- Assists with ordering, receiving and storing office supplies (paper supplies, coffee, pop and Compeer literature) for location.
- Assists with managing incoming and outgoing mail for office.
- Assists in processing client office mailings.
- Coordinates team member checkout equipment.
- Coordinates team member and/or client events related to office location.
- Requests checks for donations and events.
- Acts as the contact for building maintenance and cleaning issues.
- Keeps current on process and procedure updates, as well as current Compeer Financial news.
- Supports use of technology, tools and policies of Compeer.
- Serves on projects and assists in testing systems.
- May serve as Office Ambassador.
The skills and experience we prefer you have:
- 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, salesforce programs 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.
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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.
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.
