Client Service Representative - Morton, United States - Bank OZK

Description

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace cultureTell me more about this opportunity

Position Overview:
This position supports various lending programs through professional, high-quality client service to internal and external clients.

Primary responsibilities include transaction analysis and documentation; systems accounting, reporting and monitoring; portfolio servicing; and overall client service and support.

Works closely with internal and external clients as well as third parties throughout all phases of loan/lease cycles including post close servicing, documentation and final exit.

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 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.
Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action.
Coordinates, reviews and determines documents needed to perfect Compeers required lien position on short term transactions.
Accurately processes receipts, disbursements and maintenance to client accounts.
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.

Minimum Qualifications & Required Knowledge, Skills and Abilities:
High school diploma or GED; secondary education preferred.
Previous years of client service experience, preferably in a financial institution.
Preferred general knowledge of farming operations and agriculture.
Preferred general knowledge of basic accounting principles and procedures.
Attention to detail and accuracy.
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 and/or other systems needed to perform functions of the role.
Flexible and adaptable to changing priorities and situations.
Ability to multi-task in a fast-paced environment.
Ability to work independently and cooperatively with other team members to service all aspects of client needs.#J-18808-Ljbffr