Client Service Representative AgTech-Leasing

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 Ambassad