Job Description
Job description 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. Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months
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 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 This position offers a hybrid work option, but is primarily working out of the Sun Prairie, WI, Rochester, MN, or Fond du Lac, WI office location. Remote work eligibility begins after onboarding, with the opportunity to work remotely up to 2 days per week. Proactively identifies client needs and resolves a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Collaborates with the Sales Team across all Compeer locations to obtain pre-qualification information, including gathering prospect or client information (e.g. drivers' licenses, financials, information pertaining to scope of operations, and entity documentation) necessary to qualify a loan opportunity. Prepares accurate operating and term loan documents for new loans, from the point of loan application through loan finalizing to include monitoring of closing conditions, ensuring accuracy. Serves as the Deal Champion on all submitted loans by having a broad working knowledge of Association processes and policy. Ensures accuracy of loan pricing and fees and document any exception approvals; Completes loan verification requirements related to loan documents, reviews entity and trust documentation and ensures compliance with applicable regulations. Office Support Provides back up support to office location, as needed, in order to meet client needs. High school diploma or GED. Entry-level experience in loan processing or similar role. Strong communication skills and ability to effectively serve as a liaison between internal and external parties. Adaptable to changes to help mitigate risks and seize opportunities for improvement. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. General knowledge of farming operations and agriculture preferred. Knowledge of Compeer's policies, processes loan products, digital tools and services preferred. The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. 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. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
