Loan Processor Ag Lending

About Compeer Financial

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.
• Retirement: 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.
• Time Off: Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off.
• Growth: Learning and development programs, mentorship programs, cross-functional committee opportunities, and professional membership/certification reimbursement.

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

Where you will work

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.

The contributions you will make

Facilitates the client journey through the processing of new PCA loans, including all aspects of product delivery before, during and after closing. Serves as a client point of contact, establishing strong relationships through exceptional levels of service. Maintains a high degree of accountability throughout the loan life cycle.

A typical day

Loan Processing and Client Service

• Serves as a client point of contact, establishing strong relationships through exceptional and consistent service.
• Proactively identifies client needs and resolves a variety of requests via phone, online and in-person.
• Collaborates with the Sales Team to obtain pre-qualification information.
• Prepares accurate operating and term loan documents for new loans.
• Serves as the Deal Champion on all submitted loans.
• Assists in following Territorial Concurrence procedures, ensuring compliance with regulations.
• Ensures accuracy of loan pricing and fees and documents any exception approvals.

Post-Closing Activities

• Approves money movement and books loans.
• Uses thorough understanding of chattel collateral, following up on UCC terminations or other lien releases, obtaining vehicle titles, and ensuring first lien position.
• Obtains assignment of indemnity as required for insurance.
• Maintains accuracy of the chattel tracking system.

Office Support

• Provides back up support to office location, as needed.

The skills and experience we prefer you have

• High school diploma or GED.
• Entry-level experience in loan processing or similar role.
• Demonstrated understanding of collateral and perfecting liens.
• Ability to work in a collaborative team environment.
• Ability to initiate, organize and prioritize work.
• Keen eye for detail.
• Strong communication skills.
• Adaptable to changes.
• Effective conflict resolution skills.
• Proficient in Windows environment using Microsoft Word, Excel and Outlook.
• General knowledge of farming operations and agriculture preferred.

Compensation

The base pay range is $42,300 - $66,600 USD. This role is eligible for variable compensation and other benefits.

Compeer Financial is an equal opportunity employer. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.