Lending Client Coordinator

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Job Title:

Lending Client Coordinator  ####

Location:

, , ,  #### Company:  #### Industry Sector:  ####

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#### Career Type:  #### Job Type:Full Time  #### Minimum Years Experience

Required:

N/A  #### Salary:$42,300 - $66,600 USD    ### Get Job Alerts
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** Where you will work:
** This position offers a hybrid option to allow for occasional remote work, primarily working out of the Morton, IL 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
* Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience.
* 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.

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.
*…