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Lending Client Coordinator

Compeer Financial
CompanyCompeer Financial
CategoryOperations & Admin
LocationWI-Johnson Creek
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted26 Jun 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
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. 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 is located onsite, primarily working out of the Johnson Creek, WI office location. The contributions you will make:   Serves as the first point of contact for clients, building strong  relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues,  maintaining   accounts  and portfolio servicing. Provides coordination for office operations, including events,  in order to  create a positive environment for clients and team members.   A typical day:   Client Service li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides front line customer service to clients, proactively  li">identifying li"> needs and  li">resolving a variety of requests via phone,  li">online li"> and in-person to ensure a positive and consistent experience.   li">Establishes,  li">develops li"> and  li">maintains li"> 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.   li">Communicates, collaborates  li">with li"> and  li">provides  li">assistance li"> to li"> other business units and/or teams to meet the needs of  li">internal and external clients.   li">Educates the team, clients and third parties on basic policies, processes, transactional  li">delivery li"> and servicing.   li">Takes li">  li">appropriate steps li"> to help  li">identify li"> and prevent fraud.   li">Assists Sales Team in determining  li">appropriate client li"> products and delivery tools. Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client
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