Client Service Representative

Compeer Financial Aca - Eau Claire, WI

Full-time - Entry Level

Eau Claire, WI

Real Estate

About the position

The Client Service Representative at Compeer Financial plays a crucial role in supporting various lending programs by providing high-quality client service to both internal and external clients. This position focuses on transaction analysis, documentation, systems accounting, reporting, monitoring, and overall client support throughout the loan/lease cycles, ensuring a seamless experience for clients and adherence to regulatory requirements.

Responsibilities

• Establish and maintain strong relationships with internal and external clients and third parties.
• Provide exceptional service to all clients, ensuring a consistent experience aligned with Compeer's mission and vision.
• Educate clients and team members on policies, processes, and transactional delivery.
• Coordinate and track the compilation of documents needed for transactions.
• Review and determine documents needed to perfect Compeer's required lien position on short-term transactions.
• Accurately process receipts, disbursements, and maintenance to client accounts.
• Scan and index documents into the archival system.
• Prepare and deliver a variety of legal documents to clients in a timely manner to meet regulatory and compliance requirements.
• Assist financial officers in determining appropriate client products and delivery tools.

Requirements

• High school diploma or GED; secondary education preferred.
• 0-5 years of client service experience, preferably in a financial institution.
• General knowledge of farming operations and agriculture is preferred.
• General knowledge of basic accounting principles and procedures is preferred.
• Attention to detail and accuracy.
• Strong focus on client service.
• Mathematical skills.
• Problem-solving skills.
• Strong organizational, listening, written/verbal communication, and interpersonal skills.
• Computer skills, including MS Office applications and/or other systems needed for the role.
• Ability to be flexible and adaptable to changing priorities and situations.
• Ability to multi-task in a fast-paced environment.
• Ability to work independently and cooperatively with team members.

Nice-to-haves

• Knowledge of farming operations and agriculture.
• Basic accounting principles and procedures.

Benefits

• Medical, Dental, Vision insurance
• 401K (3% Compeer contribution & up to an additional 6% match)
• Paid time off (vacation, sick leave, holidays, volunteer time)