Client Service Representative / Office A
COMPEER FINANCIAL
JOB REQUIREMENTS: Compeer Financial is seeking collaborative, innovative
and dynamic professionals to be a part of our Top Workplace culture!
Tell me more about this opportunity. Position Overview: This position
supports various loan servicing programs through professional,
high-quality client service to internal and external clients.
Responsibilities include transaction analysis and documentation; systems
accounting, reporting and monitoring; portfolio servicing; and overall
client service and support. As an Office Ambassador this position is
accountable for a variety of tasks that support the efficient operation
of the office. 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 support to the office and various business
units including mail processing, ordering office supplies, coordinating
meals for onsite meetings and other administrative and client facing
duties. Accurately processes receipts, disbursements and maintenance
to client accounts. Coordinates and tracks the compilation of
documents needed for transactions. Submits information to appropriate
team member/department to take further action. Scans and indexes
documents into archival system. Assists financial officers in
determining appropriate client products and delivery tools. Prepares
and delivers a variety of legal documents to clients on a timely basis
to meet regulatory and compliance requirements. Minimum Qualifications &
Required Knowledge, Skills and Abilities: High school diploma or GED;
secondary education preferred. 1-3 years of client service/office
administration experience. Attention to detail and accuracy.
Computer skills, including MS Office applications and and/or other
systems needed to perform functions of the role. Mathematical skills.
Problem solving skills. Strong organizational, listening,
written/verbal communication and interpersonal skills. Flexible and
adaptable to changing priorities and situations. Ability to work
independently and cooperatively with other team members to service all
aspects of client needs. Preferred general knowledge of basic
accounting principles and procedures. Must be authorized to work for
any employer in the US. Compeer is unable to sponsor or take over
sponsorship of an employment visa at this time. Who is Compeer
Financial? Compeer Financial exists to champion the hopes and dreams of
rural America. By joining our team, you will help empower those in
agriculture and rural communities to achieve their goals and expand
their possibilities. We embrace business agility and innovative
approaches to serving our clients and communities. Why join our team?
Amazing team members who are passionate about serving agriculture and
rural America. Investment in our team members education, growth and
development. Engagement in our communities through giving back and
volunteerism. Flexible, collaborative and dynamic work environment.
Great benefits: Medical, Dental, Vision insurance 401K (3%
Compeer contribution & up to an additional 6% match) Paid time off
(vacation, sick leave, holidays, volunteer time) Find out why our team
members choose Compeer Financial by watching this video. How do I apply?
Qualified candidates, please apply online at www.compeer.com/careers.
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.
APPLICATION INSTRUCTIONS: Apply Online:
https://www.aplitrak.com/?adid=YmJnZW5lcmljLjQyNzU0Ljg3NzBAY29tcGVlcmNvbXAuYXBsaXRyYWsuY29t