Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Waite Park, MN or Glencoe, MN office locations. 

The contributions you will make: This position analyzes new credit requests, makes loan servicing decisions for existing clients and performs other essential credit duties. Completes the financial analysis and underwriting on a variety of crop and livestock industries throughout Compeer’s territory. Makes credit decisions that are consistent with established credit policies, procedures and best practices. The incumbent approves or denies requests within their delegated authority with a majority of the time being spent on completing loan analysis on more complex client relationships and communicating decisions to internal and external team members. Frequently meets with clients and Financial Officers to discuss loan packages and provide financial counseling to clients. Visits clients on the farm regularly to view their operations.

A typical day: 

• Analyzes complex financial and supporting documentation submitted for formal and informal lending and servicing requests.
• Identifies, communicates, and assists in the collection of financial information required to process lending and servicing requests.
• Approves, declines, or escalates complex credit decisions to higher authority levels as required.
• Determines appropriate level of analysis and due diligence required based on credit risk.
• Determines appropriate account classification and probability of default rating.
• Effectively communicates credit decision, terms, conditions, and findings through a formal narrative write-up.
• Establishes loan conditions and closing requirements for approved actions. 
• Provides guidance on credit-related issues that arise during the processing, closing, and servicing of lending transactions.
• Mentors and trains less experienced team members.
• Facilitates negotiation of credit agreements between Compeer, borrower, participants and outside counsel.
• Develops innovative credit solutions to meet client needs.
• Proactively monitors lending portfolio and loan performance for the organization and provides direction for loan classification.
• Collaborates with sales team and clients to develop a plan to cure loan delinquencies or other servicing requests.
• Structures stressed credits to align with lending requirements and growth objectives.
• Coordinates with sales and risk assessment units to manage higherrisk client relationships.
• Monitors database exception reports to ensure proper financial, collateral, and loan classifications are accurate.
• Works closely with sales and operations teams to balance credit risk with portfolio growth.
• Works jointly with Financial Officers and other team members to implement Team Relationship Model approach with key clients.
• Meets with clients to discuss financial performance relative to Compeer's credit standards and industry norms.
• Prepares and presents financial peer reports, industry benchmark analysis and other financial counseling tools to clients.
• Help's clients understand their financial standing and set future goals.
• Stays informed about industry trends and procedures.
• Builds and maintains knowledge and skills within crop and livestock industries served by Compeer by reviewing industry publications, reviewing internal guidance, internal trainings, attending meetings, seminars and conferences.
• Participates in industry updates and webinars to stay up-to-date on market changes and other industry news.

The skills and experience we prefer you have: 

• Bachelor’s degree in ag business, finance, economics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. 
• Minimum of 10 years of experience in Credit Analysis in a financial institution, preferred.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Expert knowledge of agricultural businesses and operations, crop insurance and livestock industries and associated production practices.
• Expert knowledge of loan products, services, and credit operations.
• Expert understanding of credit processing and servicing activities, accounting principles and practices, credit analysis procedures, credit administration, monitoring and reporting. 
• Advanced interpersonal, collaboration, communication, team building, problem solving, analytical, organizational, and time management skills.
• Strong computer skills, including MS Office applications, customer relationship management (CRM) programs, internal underwriting and database systems.
• Highly developed decision making, negotiating, and influencing skills.
• Flexible and adaptable to changing situations. 
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Travel expected, may be required at times.
• Valid driver’s license.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position is onsite, primarily working out of the Eau Claire, WI 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

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">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. 
• Serves as a back up to the Contact Center when needed. 

Loan Servicing

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">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

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provides office coverage during normal business hours to meet the needs of clients at location. 
• Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador. 
• Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location. 
• Acts as the point of contact for building maintenance and cleaning issues. 

The skills and experience we prefer you have: 

• High school diploma or GED.
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Client service experience, preferably in a financial institution.
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps.
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Strong organizational and communication skills.  
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Effective conflict resolution skills.
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">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. 

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% and can be based out of any of Compeer's office locations.

The contributions you will make: This position, internally known as Strategy Analyst, provides critical analytical and research support to advance Compeer Financial’s enterprise and business unit strategies. Contributes to high-impact strategic initiatives by conducting market research, leading client satisfaction measurement programs, and synthesizing data to support decision making across the organization. Works closely with more senior team members to develop strategic insights and assist in preparing communications and recommendations for internal stakeholders.

A typical day: 

Market Research Strategy and Execution

• Provides expertise and leadership for client feedback and satisfaction measurements, ensuring quality data collection, analysis, and reporting.
• Works directly with business units and department leaders to create and execute research studies that impact business strategies.
• Manages the enterprise’s client insight panel, ensuring consistent engagement and a steady flow of high-quality client feedback.
• Utilizes expertise in survey programming, execution, and dashboard creation, sharing guidance and best practices with team members on the use of related tools and platforms.
• Manages external vendors to ensure timely and high-quality delivery and the efficient use of resources.

Strategic Research and Market Analysis 

• Conducts secondary research and competitive intelligence to understand industry trends, customer dynamics, and market shifts.
• Supports market sizing, segmentation, and white space identification exercises.
• Gathers and synthesizes external benchmarks to inform internal decisions.

Communication and Deliverable Development 

• Develops high-quality visuals, charts, and supporting slides for strategic presentations to communicate insights effectively.
• Assists with preparing content for senior leadership discussion and contributes to the creation of executive-ready materials that summarize key findings and insights.

 Project Support and Collaboration 

• Contributes to workstreams on strategy, business development, or innovation projects.
• Participates in team problem-solving sessions, stakeholder interviews, and working meetings in order to advance project outcomes.
• Supports project planning, documentation, and knowledge capture activities.

The skills and experience we prefer you have: 

• Bachelor’s degree in business, economics, marketing, statistics, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 3 years' experience in strategy, management consulting, or market research, required. Experience in the financial/agriculture industry, preferred.
• Expertise in Qualtrics survey platform required.
• Demonstrated experience conducting analysis and presenting findings in a structured, professional format.
• Strong quantitative and analytical skills, comfort in working with large data sets, and working knowledge of financial concepts (e.g., ROI, margin, growth) and business value drivers.
• Prior experience in UI/UX testing, preferred. 
• Strong organizational and time management skills with demonstrated ability to deliver high-quality, accurate work within deadlines.
• Collaborative team player who engages constructively with stakeholders while also working independently to achieve goals.
• Demonstrates curiosity, initiative, and a growth mindset and actively seeks feedback and builds new skills.
• Proficient in Excel and PowerPoint and experience with or willingness to learn tools such as Power BI, Tableau, SQL, or AI-enabled analytics.

#IND100

#LI-SC1

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% and is based out of the Rochester, MN office location.

The contributions you will make: This position analyzes new credit requests, makes loan servicing decisions for existing clients and performs other essential credit duties. Completes the financial analysis and underwriting on a variety of crop and livestock industries throughout Compeer’s territory. Makes credit decisions that are consistent with established credit policies, procedures and best practices. The incumbent approves or denies requests within their delegated authority with a majority of the time being spent on completing loan analysis on more complex client relationships and communicating decisions to internal and external team members. Frequently meets with clients and Financial Officers to discuss loan packages and provide financial counseling to clients. Visits clients on the farm regularly to view their operations.

A typical day: 

Credit Analysis

• Analyzes complex financial and supporting documentation submitted for formal and informal lending and servicing requests.
• Identifies, communicates, and assists in the collection of financial information required to process lending and servicing requests.
• Approves, declines, or escalates complex credit decisions to higher authority levels as required.
• Determines appropriate level of analysis and due diligence required based on credit risk.
• Determines appropriate account classification and probability of default rating.
• Effectively communicates credit decision, terms, conditions, and findings through a formal narrative write-up.
• Establishes loan conditions and closing requirements for approved actions.
• Provides guidance on credit-related issues that arise during the processing, closing, and servicing of lending transactions.
• Mentors and trains less experienced team members. 
• Facilitates negotiation of credit agreements between Compeer, borrower, participants and outside counsel.
• Develops innovative credit solutions to meet client needs.

Loan Servicing and Credit Administration 

• Proactively monitors lending portfolio and loan performance for the organization and provides direction for loan classification.
• Collaborates with sales team and clients to develop a plan to cure loan delinquencies or other servicing requests.
• Structures stressed credits to align with lending requirements and growth objectives.
• Coordinates with sales and risk assessment units to manage higher-risk client relationships.
• Monitors database exception reports to ensure proper financial, collateral, and loan classifications are accurate.
• Works closely with sales and operations teams to balance credit risk with portfolio growth.

Client Relations

• Works jointly with Financial Officers and other team members to implement Team Relationship Model approach with key clients.
• Meets with clients to discuss financial performance relative to Compeer's credit standards and industry norms.
• Prepares and presents financial peer reports, industry benchmark analysis and other financial counseling tools to clients.
• Help's clients understand their financial standing and set future goals. 

The skills and experience we prefer you have: 

• Bachelor’s degree in ag business, finance, economics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• 10+ years of experience in Credit Analysis in a financial institution.
• Expert knowledge of agricultural businesses and operations, crop insurance and livestock industries and associated production practices.
• Expert knowledge of loan products, services, and credit operations. 
• Expert understanding of credit processing and servicing activities, accounting principles and practices, credit analysis procedures, credit administration, monitoring and reporting.
• Advanced interpersonal, collaboration, communication, team building, problem solving, analytical, organizational, and time management skills.
• Strong computer skills, including MS Office applications, customer relationship management (CRM) programs, internal underwriting and database systems.
• Highly developed decision making, negotiating, and influencing skills.
• Flexible and adaptable to changing situations.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN or Mankato, MN office locations.

The contributions you will make:  Administers and optimizes the organization's financial planning and profitability applications. Responsible for the design, development, support, smooth operation, maintenance and enhancement of the organization's budget model and profitability analysis tools.

A typical day: 

System Administration

• Leads the product lifecycle of our financial planning and profitability applications, including understanding functional requirements, application design, the development of artifacts, integration testing, performance testing and
• Oversees the design and configuration, maintenance, and optimization of the budgeting and profitability system. Ensures the systems are performing efficiently, working with the vendor and our internal technology department to ensure regular updates and patches are applied.
• Coordinates integrations with other systems, ensuring seamless data flow.
• Collaborates with finance business partners, finance leadership and other key stakeholders to identify and implement system improvements to enhance efficiency and performance.
• Manages user access and permissions to ensure appropriate security access and protect sensitive information within the system.
• Automates finance-related workflows to optimize productivity and compliance.
• Provides technical support to finance business partners, addressing questions and resolving issues.
• Documents and maintains system procedures, system configurations and change     
• Trains users on system functionality and best practices; ensures third party vendor management procedures are followed and appropriate documentation from vendor is obtained and adhered to.
• Partners with Enterprise Risk Management team to conduct model validations on an ongoing basis.

Budgeting & Forecasting Support

• Utilizes knowledge of accounting and finance to support, design and implement budget methodology.
• Creates and maintains the budget model including the master budget input templates, cash flow forecaster, payroll budgeting module, utility files and key driver files.
• Maintains budget and forecast input procedures based on updates made to the process each cycle.
• Maintains the master data tables for accounts, dimensions and departments.
• Creates, populates and maintains data and dimension tables and creates and configures budget driver tables and account calculation                  

Profitability Support

• Utilizes knowledge of accounting and finance to support, design and implement profitability allocation methodology.
• Designs and optimizes complex allocation models, ensuring accuracy, transparency and runtime efficiency.
• Collaborates with finance business partners to define requirements and implement best practices.
• Automates finance-related workflows to optimize productivity and compliance.
• Provides technical support to finance business partners, addressing questions and resolving issues.
• Documents and maintains system procedures, system configurations and change logs.
• Trains users on system functionality and best practices; ensures third party vendor management procedures are followed and appropriate documentation from vendor is obtained and adhered to.
• Partners with Enterprise Risk Management team to conduct model validations on an ongoing.

Data Management

• Performs ETL process, data mapping and transformation from source data to financial system.
• Ensures data accuracy, integrity and security within the finance system.
• Create and maintain system metadata and associated data architecture.
• Balances daily data loads to our general ledger system to maintain data accuracy and ensure financial models are accurate.
• Identifies and resolves data discrepancies.

Reporting Support

• Creates reports within the budget and profitability system to aide in the model review and analysis by finance business partners.
• Collaborates with finance business partners to create value-added budget and profitability reporting.
• Trains finance business partners on the data structure and reporting design and creation.
• Acts as an internal resource to maximize value of budget and profitability system data.

The skills and experience we prefer you have: 

• Bachelor’s degree in accounting, finance or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum 7 years of related work experience in data management and/or data administration, including experience in system administration, financial data architecture, budgeting processes, financial analysis and planning, and the ability to manage complex systems that track and analyze financial performance and profitability across an organization.
• 5 years of related work experience in financial planning, financial analysis or financial reporting, or equivalent.
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA) preferred. 
• Solid knowledge and understanding of Compeer’s data, data definitions, data sources and data flow.
• Strong working knowledge of financial planning, budgeting, forecasting, and profitability. 
• In-depth experience leading functional and technical design with an emphasis on data architecture and mapping. 
• Well organized, with the ability to manage multiple projects simultaneously. 
• Ability to collaborate with cross-functional teams. 
• Aptitude to dig into a system and troubleshoot issues; enjoys being a problem solver. 
• Intermediate knowledge of SQL Server Management Studio, SQL Server Reporting Services.
• Strong interpersonal, collaboration, communication, problem solving, analytical, project management, organizational and time management skills. 
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business. 
• High degree of confidentiality. 
• Exceptional Microsoft Excel skills, including knowledge of complex formulas. 
• Valid driver’s license. 
• Knowledge and experience in Syntellis Axiom software is a plus.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is based out of the Rochester, MN; Mankato, MN; Lakeville, MN; Onalaska, WI; Eau Claire, WI office location.

This position is responsible for serving Compeer’s internal and external clients by developing new business through Financial Officers, agribusinesses and vendor relationships. The incumbent will market, structure and deliver leasing products; lead any Compeer ‘front-end guidance’ research, and collaborate with other Compeer teams for smooth and efficient process flow and client service

A typical day: 

Leasing Program Management

• Develops and supports programs targeting manufacturers, regional cooperatives, and/or large agribusinesses with retail affiliates.
• Tracks progress of leases until the transaction is denied or totally funded and the lease is closed.
• Increases the close rate between approved leases and closed leases. Provides quotes from published pricing schedule.
• Maintains focus on delivering high quality client service to internal and external clients while balancing the need to maintain sound 
  credit/leasing administration.
• Manages stock and specific lease transaction issues.
• Educates lending team members on advantages of lease products.
• Manages third party vendors as necessary.
• Oversees portfolio management activities including lease renewals, account monitoring, client retention, and portfolio growth strategies.
• Supports fleet leasing management through scheduling, lifecycle coordination, reporting, and operational oversight.
• Assists with leasing-related projects and process improvement initiatives.
• Supports Senior Leasing Specialists with day-to-day responsibilities including documentation, transaction processing, pricing support, and client follow-up.

Business Development

• Aggressively markets leasing and related services, establishes new market relationships which contribute towards attainment of goals and business objectives.
• Maintains a prospect file, establishes ongoing prospecting plans and activities, and develops and maintains a commitment to individual sales goals.
• Partners with Core Markets-Lending team members to bring “value added” products to clients.
• Responsible for sales closings, positive client relations, and generally contributing to the Compeer image as the leading financial 
  institution committed to borrowers.

Industry Knowledge

• Continuously builds on industry knowledge as a leasing and agricultural business resource to clients.
• Provides internal client support in leasing education and supporting lease marketing efforts.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, banking, legal, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • 3+ years of related experience in a lending environment, agricultural credit, sales/marketing or equivalent.
• Bachelor’s degree in business administration, finance, agribusiness or related field or an equivalent combination 
  of education and experience sufficient to perform the essential functions of the job.
• Perform fleet duties as assigned.
• Strong working knowledge of all phases of leasing management, policies, practices, procedures and programs. 
• Strong knowledge of current industry standards and best practices. 
• Proven client service and effective team skills. 
• Understanding of Compeer lease terms offered to fleet lease clients. 
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications (Word, Excel, Outlook, etc.), with an understanding of, and ability to use, related industry business/financial applications. 
• Flexible and adaptable to changing situations.
• Proven ability to work with a wide variety of clients. 
• Organizational and interpersonal client service and team skills.
• Ability to effectively prioritize; work independently as well as work with others in a team environment with minimal supervision.
• Focus on complex clients with more highly involved needs. 
• Significant travel is required.
• Valid driver’s license.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

CPT & Pre-Opt candidates invited to apply.

This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work full-time through the summer of 2026. The internship is located out of any Compeer office location in WI, IL or MN. If pursuing internship credit through your university, it is your responsibility to consult with your advisor and review the internship's job description to ensure it meets the minimum eligibility requirements.

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

The contributions you will make: This internship will work with the Crop Insurance team to process and service multi-peril crop insurance (MPCI), crop hail and other insurance policies.

A typical day: 

• Develop working knowledge of crop insurance products.
• Data entry into AIP systems.
• Produce, assemble and mail marketing material to clients.
• Protect client confidentiality and integrity of Compeer client data.

The skills and experience we prefer you have: 

• Pursuing an associate or bachelor’s degree in agriculture, agribusiness, agronomy, soil science, animal science, economics, finance, business, or a related field.
• Efficient, accurate, detail oriented.
• Proficient with multiple forms of technology and software, including Microsoft applications.
• Ability to deliver high quality products and services.
• Oral and written communication skills, sufficient to exchange information effectively with peers and team leader.

How we will take care of you:

Actual hourly rate offered is dependent upon year in school, work experience, transferable skills, business needs and market demands. The hourly rate range is subject to change and may be modified in the future.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the IL-Bloomington; MN-Lakeville; MN-Mankato; WI-Sun Prairie; WI-Prairie du Sac office locations.

The contributions you will make: This position services Compeer Financials’ internal and external clients by providing accounting services in an assigned area, to include loans and leases, by analyzing requests and creating accounting system entries using appropriate procedures and accounting principles. Ensures a high degree of accuracy and exceptional service. Serves as a knowledge and technical resource to other team members with regard to accounting processes in assigned area.

A typical day: 

• Analyzes and creates accounting system entries using the appropriate procedures and accounting principles for basic to moderate transactions:
  • Sets up new loans and assists in client billing and/or statement monitoring and maintenance.
  • Assists in loan/bond accounting issue resolution.
  • Assists with setting up service, monitoring and maintenance of specialty programs.
  • Calculates, monitors and conducts maintenance for various accounting fees.
  • Creates daily general ledger entries.
  • Monitors and processes exception journal and unposted items.
  • Processes incoming and outgoing wires for assigned accounts, as well as loan/bond pricing maintenance
  • Processes specialized RAU (Risk Asset Unit0) loan/bond servicing requests for assigned branches.
  • Processes 1098/1099-INT tax reporting items.
  • Collaborates with FSO, closures and credit team in setting up participated loan terms to function within the accounting systems.
  • Processes payments and disbursements utilizing wires and other forms of fund transfers
  • Works with AgriBank/SunStream to process hedge requests and foreign funding.
  • Administers ACH and wire template setup and maintenance.
  • Monitors credit line rejects, stop payments, duplicates and sequencing.
  • Administers NACHA upload and releases.
• Provides technical support for Compeer Financial team members and/or vendors regarding issues with assigned accounting function (loan/lease, or GL clearing account transactions), in accordance with department and organizational policies and procedures.
• Works closely with team members to ensure issues are resolved in an accurate and timely manner to minimize potential client concerns.
• Assists outside Financial companies before and/after a participated loan is closed. Assists with providing guidance on how to account for the participated loan.
• Communicate and respond to AgriBank/SunStream regarding transactions and system requests, via email or portal.
• Participates in fraud monitoring and resolution.
• Performs AP check printing and EFT releases.
• Monitors assigned loan exceptions.
• Utilizes reports to identify and correct errors.
• Monitors loans to ensure payments and advances are applied accurately and rates are correct.
• Identifies trends and/or interprets the report information.
• Creates various spreadsheets for data input and calculations and processes corresponding macros, when necessary.
• Verifies transaction entries to ensure accuracy in the accounting system database. Creates documents and forms for Loan Accountings internal use.
• Authors department information on the Compeer Financial Intranet site as needed.
• Researches and recommends process improvement and efficiencies within the department and Compeer Financial.
• Documents department policies, procedures and processes.

The skills and experience we prefer you have: 

• Bachelor’s degree in accounting, finance or related field; or equivalent.
• Minimum of 3 years related work experience required, preferably in the financial services industry.
• Knowledge of accounting principles.
• Strong, proven interpersonal communication, client service and team skills.
• A high degree of accuracy, strong attention to detail, strong analytical skills, ability to problem solve, ability to meet deadlines, and ability to work independently required.
• Intermediate computer skills including MS Office applications (Word, Excel, Access, Outlook, etc.) and other related accounting software applications.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Valid driver’s license.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN; Lakeville, MN; or Rochester, MN office locations.

The contributions you will make:  This position accurately and efficiently delivers required disclosures, closing packages, funding, closed loan information and post-closing shipping and validation for Compeer Home loans. The also incumbent is responsible for accuracy and timely delivery of transactions to investors and servicer.

A typical day: 

• Reviews loan file to ensure all milestones have been completed prior to closing.
• Ensures information is accurately entered into the LOS and properly processes, prepares, and delivers disclosures, closing disclosures, and closing packages in a compliant and timely manner.
• Assembles and delivers closing package to title Coordinates closings with title companies to balance closing disclosures, closing requirements, and funding amounts. Creates funding sheets to balance with outside title agency, and submits and approves wire transfers. Ensures loans are processed and closed according to rules and regulations set forth by the following: (CFPB) Consumer Financial Protection Bureau and Laws, (TRID) (TILA) Truth in Lending Act (RESPA) Real Estate Settlement Procedures Act Integrated Closing Disclosures rules, (ECOA) Equal Credit Opportunity Act, (HMDA) Home Mortgage Disclosure Act, (HOEPA) Home Ownership and Equity Protection Act, (GMI) Government Monitoring Information Requirements, (MLA) Military Lending Act.
• Consults with internal legal and compliance departments to ensure loans and documents are compliant.
• Locks in interest rates for all internal and external loan products and programs; validates Service Release Premiums and confirms accurate pricing adjustors. Administers rate lock extensions and changes in accordance with procedures and
• Reviews closed/signed/completed loan packages to ensure complete and relevant documents have been received. Reviews closed loan packages in a timely, accurate, and efficient manner to ensure loans meet program and federal criteria.
• Funds disbursements for loans closing with outside title companies; creates funding sheets to balance with outside title agency, and requests wire of funds from Cash Desk.
• Ensures timely and accurate loan posting and reporting to Balancing and Finance departments.
• Prepares and files/indexes documents for long term storage and delivery to
• Reviews all documents to be uploaded to sub servicer and ensures accurate and timely delivery of requirements for subserviced loans.
• Follows post-close trailing documents procedures and workflows to ensure all required documentation is received in a timely fashion. Manages all follow-up to ensure receipt of necessary documents from title companies and lending partners in order to finalize loans in accordance with requirements of the end investor (Farmer Mac, Freddie Mac and Portfolio)
• Prepares Allonges, services transfer letters and manages transmittals for files in the pool sales.
• Ships files in pool sales and updates shipping logs.
• Maintains monthly US Bank Exception report.
• Is responsible for execution of MERS requirements, loan delivery through MERS as applicable, and accuracy per MERS requirements.
• Attends regular training sessions offered by Compeer, investors and various vendors.
• Works with internal and external auditors to revise current processes and procedures to comply with federal and state regulations.
• Assists with training Compeer Home team members on tasks that impact document processing.
• Other duties as requested to meet the needs of the organization.

The skills and experience we prefer you have: 

• High School Diploma. Associate’s degree in business administration, agribusiness or related field preferred.
• Minimum of 3 years of experience in in a lending or financial institution.
• Nationwide Mortgage Licensing Systems (NMLS) certification preferred.
• Working knowledge of mortgage loan process and related regulatory requirements.
• Basic knowledge of lending principles.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50%. remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make:  This position is responsible for the management of Compeer’s client facing tools. The incumbent uses the tools to build brand awareness, strengthen loyalty, and ultimately drive new and repeat sales. Collaborates internally and externally to deliver an exceptional, user-friendly, secure and engaging online experience across audiences aligned with Compeer’s mission, vision, and values. The incumbent provides advanced subject matter expertise, ensuring that client tools create value for Compeer, clients, and potential clients.

A typical day: 

Product Ownership

• Develops overall product vision/roadmap in collaboration with other stakeholders (e.g. scrum master, scrum team, marketing, change management, business owners, etc.) and ensures they align with Compeer’s digital strategy.
• Supports and educates the development team on the product value, vision and purpose. Ensures that everyone has a solid understanding of what the product is meant to do.
• Manages product backlog and partners with cross functional stakeholders and business process owners to set priorities for each feature/project release.
• Collaborates with technology business partners, and business sponsor(s) to guide and support the product through the technology portfolio management process.
• Evaluates new tools and practices, and uses when they will benefit the product
• Gathers, interprets, and articulates user and business requirements/represents both client/market and business needs in product development; helps the team to understand and apply the voice of the client and business requirements.
• Anticipates and predicts long-range evolution of user and business needs and requirements.
• Approves stories; partners with scrum manager to groom backlog and plans development sprints; product increment and release planning.
• Drives ongoing improvements and efficiencies in product health, operational practices, tools and processes.

Adoption and Support

• Develops and provides training to Contact Center and Service Desk on system updates, enhancements, and process changes in order to support end users and client questions.
• Provides troubleshooting and advanced non-technical service support.
• Collaborates with Financial Officers and Relationship Managers to support client adoption and use.
• Collaborates with Marketing on usage of client facing tools.
• Collaborates with Business Technology, project management, data owners, process teams and leaders to ensure consistent and efficient utilization of products across the organization.

Relationship Management

• Serves as the non-technical SME for the product across the organization and externally.
• Establishes and maintains professional working relations and communication with stakeholders, project team members, departments, and outside contacts relevant to the project. Presents and reports as needed to executives and other stakeholders to influence decision making, gain buy-in, and support digital first initiatives.
• Represents the Compeer brand in all aspects of service to clients, team members, partners, and other stakeholders.
• Advocates for the product strategy, roadmap, and status to key stakeholders and team members.

Measurement

• Evaluates product metrics and KPIs to implement corrective action as needed.
• Collaborates with the CX team to implement user research, usability testing, and feedback as needed to support the product.
• Evaluates user value and ROI for product backlog and desired enhancements.
• With the business sponsor and a project team, generates and tests enhancement concepts; develops the business case.

Vendor Management

• Facilitates and maintains relationships between Compeer and vendors/partners, negotiating contract service agreements, creating standards for the vendors and finding the best available vendors.
• Proactively works with vendor network for improvements to ensure quality and compliance to Compeer standards.

Security and Compliance

• Ensures the application successfully implements Compeer approved roles and profiles for identity and access management.
• Performs or supports non-technical remediation efforts in the event of a data or security breach.
• Collaborates with policy and process owners, ensures the product meets organization objectives and meets all security and financial audit criteria.
• Other duties as requested to meet the needs of the organization.

The skills and experience we prefer you have: 

• Bachelor’s degree in business, computer science, or digital related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 7 years of experience in consumer/digital products.
• Advanced understanding of product strategy, product development lifecycle, market, industry, and client goals.
• Advanced project management skills, including a proven ability to think end-to-end, establish priorities, manage long-term projects, and manage multiple projects simultaneously.
• Proven client service skills and able to articulate product functionality both to technical and non-technical audiences.
• Demonstrated ability to meet deadlines, work independently, think creatively, and investigate thoroughly as well as an understanding of how process improvement and technology can collaborate to provide efficient business solutions
• Demonstrated success of leading consumer application and capability strategy and execution from concept to launch.
• Advanced experience using dashboards, metrics, and voice of the customer feedback to understand how customers interact with applications for their needs and make informed decisions on enhancements to increase adoption, engagement, satisfaction, and task accomplishment.
• Ability to lead, influence and inspire cross-functional groups.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• High level of integrity.
• Comfortable presenting to executive level leadership (internal and client organizations).
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to remain objective in balancing business needs and risk.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Valid driver’s license.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position is responsible for partnering with leadership and stakeholders to identify and assesses key risks and controls for Information Technology (IT). You will perform duties through an Internal Audit framework under the oversight of the Director Internal Audit and Vice President Audit Services. Completes standard to moderately complex IT audits and assignments.

A typical day: 

• Determines scope of review (i.e. critical systems, platforms and interfaces) in conjunction with the Director Internal Audit and Principal IT Auditor(s).
• Performs process-specific risk assessments around key IT components supporting those processes with moderate feedback.
• Reviews and evaluates the organization’s less complex system of IT internal controls and assesses control operating effectiveness, as well as reviews compliance with the organization’s policies, procedures and regulations.
• Leverages data analytics and other advanced testing techniques.
• Makes recommendations on how to design, implement, improve or enhance standard to moderately complex IT internal controls, governance and operational efficiencies.
• Drafts clear, accurate, and well-supported IT audit reports that communicate risks, control gaps, and recommendations to management and governance bodies.
• Assists in presenting standard to moderately complex audit report results and document process for senior leadership and the Audit & Finance Committee.

The skills and experience we prefer you have: 

• Bachelor’s degree in information systems, accounting, finance, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Expert level experience working as an IT internal auditor within a financial institution.
• Preferred certifications include Certified Information Systems Auditor (CISA), Certified Public Accountant (CPA), and Certified Internal Auditor (CIA).
• Intermediate knowledge of information technology, information security and data management methodologies and frameworks.
• Intermediate knowledge of process risk assessment methodology.
• Intermediate knowledge of IT auditing processes and control design, implementation and testing.
• Knowledge of financial operations, financial reporting, including Generally Accepted Accounting Principles and Generally Accepted Auditing Standards.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50%. remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: Serves as a visionary thought leader and trusted advisor to sales department leaders and team members on sales enablement strategy. Develops and executes comprehensive sales enablement strategies aligned with business objectives and sales goals, leading highly complex cross-functional initiatives that optimize sales effectiveness and drive revenue growth. Effectively works with stakeholders at all levels, managing through influence and leveraging in-depth expertise of products, processes, tools and systems. Provides guidance, direction and mentorship to less tenured team members.

A typical day: 

Sales Support

• Designs, develops and delivers organization-wide programs that improve the effectiveness, productivity and performance of the sales organization and related teams with sales-oriented responsibilities.
• Builds strong relationships, leading proactive collaboration with stakeholders at all levels across the organization on product, process and soft-skills development needs necessary to support the organization's sales goals.
• With team leadership, defines metrics for success and develops strategies to streamline and optimize the sales cycle, ensuring maximum efficiency and effectiveness. Uses data insights to identify areas of improvement in the sales process.
• Evaluates current tools and researches new sales enablement tools and technologies that empower the sales team to work efficiently and close deals effectively.
• Ensures alignment on messaging, product updates and go-to market strategies between sales, marketing and client facing product owner teams.
• Develops and translates data analysis from various sales tools as well as research of best practices and industry tools to make recommendations for sales optimization.
• Develops competitive trends with the sales team.
• Delivers insights to sales that support efforts to continuously deliver value to the client. Understands the impact of sales enablement activities on sales goals and related metrics.

Project Research

• Leads cross-functional efforts to define opportunities, gaps and issues stemming from product/services offerings, sales process and sales tools.
• Partners with sales, leadership and client facing teams to understand the process and research needs.
• Experiments with new approaches, testing hypotheses and establishing KPIs to determine effectiveness. Balances innovation against known and effective approaches. Generates enthusiasm for new initiatives.
• Collaborates with sales and marketing teams to understand business goals, identify areas for improvement and develop strategies to enhance sales performance.
• Serves as a trusted advisor to team leaders and senior sales leadership, offering guidance and support in achieving strategic objectives.
• Establishes metrics and KPIs to monitor effectiveness and refine sales enablement programs, using data to make recommendations to senior sales leadership.

Cross-Functional Teamwork and Collaboration

• Evaluates, assesses and prioritizes enablement programs to meet agreed objectives that support sales goals and client success.
• Performs comprehensive research on all viable solutions to a project/issue or opportunity.
• Aligns sales enablement strategies with corporate strategy to develop business cases, cost/benefit analysis, ROI and support information to determine best path forward.
• Drives communication with leadership to determine when/if a project should move forward. Ensures a solution is developed in accordance with the definition of the project.

Industry Expertise

• Provides mentorship to sales enablement team members, offering guidance and support and serving as an escalation point for highly complex issues.
• Drives innovation by staying informed of new products, services, competitors, client needs and challenges within the industry that impact sales enablement strategies.
• Collaborates with industry partners to share information and insights and determine best practices and implementations feasibility.
• Develops and implements improvements to the design and enhancements of reports and analysis; ensures data quality and relevance.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, communications, marketing or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 10 (ten) years of related professional experience, preferably in a financial services environment.
• Minimum of 5+ years of direct sales experience or related client facing roles. Direct experience in B2C and/or B2B sales.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Expert knowledge of product life-cycle or product management/development and a deep understanding of B2C and B2B sales cycles and functions.
• Advanced interpersonal, problem solving, analytical, organizational and critical thinking skills.
• Must be a natural, authentic storyteller who can easily engage and educate audiences on complex products.
• Advanced skill in successfully managing complex cross-functional initiatives simultaneously. 
• Demonstrated ability to lead through influence in order to drive successful outcomes that have enterprise-wide impact.
• Strong business and financial services literacy with the ability to translate the information to marketing initiatives and educate groups on how the two intersect.
• Proven client service skills and effective team skills.
• Strong listening, presentation, written and verbal communication skills and the ability to deliver clear, compelling and articulate communications.
• Advanced computer skills, including MS Office applications, sales enablement tools and platforms.
• Valid driver’s license.
• Advanced knowledge of the financial industry and competitor’s products. Solid knowledge of Compeer services, processes, team members, and team functions is preferred.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is open to WI-Sun Prairie; WI-Prairie du Sac; WI-Janesville; WI-Onalaska; WI-Johnson Creek.

The contributions you will make: 

This position integrates client education initiatives with methodical event execution, requiring a proactive approach to planning and attention to detail.  Creates impactful and meaningful experiences while continually seeking improvement. Responsible for assisting in the execution of all Compeer Financial events and tradeshows, both internal and external, ensuring alignment with brand standards. Collaborates across departments to support the identification and proposal of event opportunities, helps set goals, develops content, and manages promotion plans. Additionally, coordinates event logistics, demonstrating strong organizational and project management skills.

A typical day: 

Event and Tradeshow Management

• Contributes to multi-year event strategy and roadmap development to support long-term organizational and brand goals.
• Partners cross-functionally to define event objectives, themes, audiences, timelines, and success metrics aligned with marketing and business priorities.
• Executes end-to-end event and tradeshow initiatives, ensuring seamless delivery and meaningful stakeholder engagement.
• Delivers exhibit and event solutions that align with marketing strategy, business objectives, and cost-optimization targets.
• Measures sales impact, engagement, lead capture, and ROI through effective use of event technologies and analytics.
• Manages exhibit and event budgets, ensuring financial accuracy, accountability, and optimization.
• Ensures compliance with legal, regulatory, and internal governance requirements in collaboration with compliance teams.
• Maintains and optimizes the annual marketing events calendar to support integrated, multichannel marketing efforts.
• Supports leadership with forecasting, reporting, special initiatives, and strategic growth planning.
• Develops and implements contingency plans and risk mitigation strategies to address operational challenges and disruptions.
• Conducts market and competitive research to identify emerging trends, innovations, and opportunities in event strategy.

Marketing Team Collaboration

• Actively participates in collaboration committees, contributing valuable insights and driving cross-functional initiatives.
• Proactively seeks out opportunities to incorporate events with campaigns where appropriate.
• Evaluates tradeshows and event opportunities to ensure consistency with brand and campaign goals.
• Evaluates tradeshows and event opportunities, ensuring alignment with brand identity and campaign objectives.

The skills and experience we prefer you have: 

• Bachelor’s Degree in Business, Marketing, Event Planning, or another related field of study or equivalent experience
• Minimum of 3 years of experience in event management, coordination and execution.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• Advanced event planning experience.
• Basic understanding of contracts and Banquet Event Order’s.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to remain objective in balancing business needs and risk.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Valid driver’s license.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50%. remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: This position is responsible for maximizing the effectiveness of the Sales Enablement function by owning the enablement, usability, and adoption of Salesforce (CRM) for the sales organization. Ensures the
Salesforce platform supports defined sales processes, enables pipeline visibility, and provides access to reporting and tools that drive sales performance. This position acts as a strategic consultant to internal stakeholders, translating business needs into CRM strategies and requirements, while identifying opportunities to improve adoption, standardization, and overall effectiveness. Drives consistent use of Salesforce through change management, best practices, and alignment between sales workflows and system capabilities. This position also maintains a dedicated focus on Salesforce and partners across the organization to support implementation, continuous improvement, and long-term value realization.

A typical day: 

CRM Strategy and Sales Process Optimization

• Serves as the primary internal business Salesforce consultant, providing strategic guidance on CRM tool capabilities, process optimization, and best practices
• Proactively identifies opportunities to improve Salesforce adoption, usability, and alignment with sales processes and business objectives.
• Develops project plans outlining tasks, milestones, timelines, and responsibilities.
• Owns the sales-facing CRM experience, ensuring Salesforce supports defined sales processes, workflows, and user needs.
• Translates business needs into CRM requirements and partners with internal teams to support implementation of enhancements.
• Serves as the Salesforce SME for Sales, maintaining deep understanding of platform capabilities and best practices.
• Supports the import and management of prospect lists and bulk contact data in alignment with established processes.
• Establishes and reinforces CRM governance, data standards, and best practices to drive consistency and data integrity.
• Monitors and analyzes CRM adoption and usage metrics, identifying trends and recommending actions to improve effectiveness.
• Generates insights related to CRM usage and enablement effectiveness for leadership.
• Leads change management efforts related to Salesforce enhancements, ensuring successful adoption and minimal disruption.

Adoption, Training and Change Management

• Designs and delivers Salesforce training on dashboards, reporting, and workflows.
• Supports CRM onboarding for new hires including navigation, expectations, and best practices.
• Identifies adoption gaps through data, feedback, and observation, and implements targeted interventions
• Develops and maintains user guides and documentation to support effective system use.
• Integrates CRM into onboarding and ongoing enablement programs.
• Reinforces best practices for data entry, pipeline management, and system usage.
• Supports change management efforts for CRM enhancements.

Reporting, Insights and Performance Enablement

• Coordinates dashboards and reporting for sales teams and leadership ensuring usability and access.
• Ensures reporting supports standardized pipeline visibility, forecasting, and performance management.
• Supports sales planning by enabling access to CRM data and reporting tools.
• Partners with stakeholders to align reporting with defined metrics
• Collaborates with internal teams to ensure CRM tools function effectively for users.
• Monitors reporting usability and escalates issues as needed.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, finance, marketing, or related field or equivalent
• experience.
• Minimum of 7 years of experience in sales enablement, CRM (Salesforce), or related field.
• Demonstrated ability to act as a strategic consultant to business partners, influencing decisions and driving alignment
• Strong understanding of Salesforce functionality with the ability to connect system capabilities to business outcomes
• Understanding of sales processes and ability to reinforce workflows.
• Experience supporting CRM adoption, training, and change management.
• Ability to translate business needs into system requirements.
• Strong analytical and problem-solving skills.
• Strong communication and stakeholder management skills.
• Ability to manage multiple priorities and projects.
• Proficiency in Microsoft Office and CRM systems.
• Ability to work independently and collaboratively.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work:

This position offers a hybrid work option (up to 50% remote) and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position is responsible for developing, optimizing, and maintaining credit decision strategies to support the organization's lending goals while mitigating risk. The incumbent leverages data analytics, predictive modeling, and industry insights to create robust credit strategies that ensure responsible lending practices, enhance client experience, and drive business growth. Leads the development and evolution of automated credit decisioning, including the application of machine learning and artificial intelligence. 

A typical day: 

Cross-Functional Delivery and Alignment
•    Collaborates across the organization to ensure credit decision strategies align with broader organizational objectives and client needs.
•    Facilitates communication across departments to ensure consistency and clarity in implementing automated lending strategies.
•    Communicates strategic vision, roadmap, and progress updates to senior leadership and executives, highlighting how credit decision strategies support business growth and innovation.
•    Develops presentations and reports that translate complex analytics and strategy outcomes into actionable insights for decision-makers.
•    Leads discussions with stakeholders about emerging trends in automated lending, machine learning, and artificial intelligence, advocating for forward-thinking approaches to credit decisioning.
•    Establishes feedback loops with stakeholders (e.g., underwriting teams, client service, sales) to gather insights on the performance and impact of credit decision strategies.
•    Evaluates and manages relationships with external vendors and partners (e.g., credit bureaus, alternative data providers, decisioning platform providers) to ensure smooth integration and optimization of third-party tools and data sources.

Credit Strategy Development
•    Develops and maintains a strategic roadmap for the evolution of automated credit decisioning processes, focusing on scalability, efficiency, and innovation.
•    Identifies opportunities to integrate machine learning models into credit decision strategies to improve predictive accuracy, automate processes, and reduce manual intervention.
•    Leverages artificial intelligence to explore advanced data patterns, enabling more personalized and dynamic credit strategies.
•    Continuously evaluates emerging technologies, industry trends, and competitive practices to ensure the organization remains up-to-date with automated lending innovation.
•    Works closely with analytics, credit, and business technology teams to design and implement AI-driven solutions that enhance decisioning capabilities.
•    Develops and test new credit decision prototypes, leveraging advanced analytics and machine learning algorithms.
•    Serves as a thought leader within the organization, advocating for data-driven, forward-thinking approaches to credit strategy development and automated lending processes.

Decision Engine Optimization
•    Translates credit decision strategies into actionable rules and logic within decision engines, ensuring alignment with business objectives, regulatory requirements, and risk appetite.
•    Designs and implements automated workflows within decision engines to reduce manual intervention and improve operational efficiency.
•    Collaborates with analytics team to incorporate machine learning models into the decision engine, enabling dynamic and adaptive decisioning based on real-time data inputs.
•    Continuously refines decisioning rules, scorecards, and thresholds to maximize predictive accuracy, minimize default rates, and enhance client approval processes.
•    Develops and implements monitoring frameworks to track decision engine performance, identify anomalies, and ensure consistent results across all credit products and segments.
•    Designs decision engine processes to be scalable and adaptable to new products or markets, ensuring long-term sustainability of automated lending operations.
•    Partners with business technology teams to optimize decision engine infrastructure, ensuring seamless integration with data pipelines, underwriting systems, and other platforms.

Continuous Improvement
•    Regularly evaluates the performance of existing credit decision strategies, identifying areas for optimization to improve accuracy, efficiency, and client satisfaction.
•    Incorporates lessons learned from past initiatives, portfolio trends, and market conditions to refine strategies and adapt to changing business needs.
•    Stays abreast of advancements in machine learning, artificial intelligence, and data analytics tools, proactively identifying opportunities to enhance credit decisioning processes.
•    Uses advanced data analytics and real-time insights to continuously improve credit decisioning strategies, such as refining scorecards, optimizing rules, and updating risk thresholds.
•    Future-proofs decisioning systems by designing adaptable strategies that can evolve with technological advancements and shifting client expectations.
•    Conducts regular post-implementation reviews of credit decision strategies and system updates to evaluate their success and identify improvement opportunities.
•    Researches and incorporates alternative data sources (e.g., payment history, utility bills) to expand credit decisioning capabilities.

The skills and experience we prefer you have: 

•    Bachelor’s degree in business, computer science, information systems, mathematics, statistics, economics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Master’s                   degree, preferred.
•    Minimum 12 years of experience in credit risk management or credit decision modeling or advanced decision analytics.
•    Minimum 5 years of specialized experience managing credit decisioning engine platforms.

•    Expert expertise in credit risk management and automated lending decision frameworks.
•    Expert expertise in credit decision engine platforms (FICO preferred), including rule development, workflow design, and system optimization.
•    Proven ability to design and implement end-to-end credit decisioning strategies, including integration of predictive models into production environments.
•    Strong understanding of model governance, validation, and regulatory considerations (e.g., fair lending, explainability).
•    Experience leveraging diverse data sources, including credit bureau and alternative data, within enterprise data ecosystems.
•    Demonstrated ability to monitor, evaluate, and continuously optimize credit strategies using data-driven insights and testing methodologies.
•    Strong business acumen with the ability to balance risk, growth, and client experience objectives.
•    Demonstrated ability to influence cross-functional stakeholders and communicate complex analytical concepts to both technical and non-technical audiences.
•    Experience with analytical tools (e.g., Python, SQL) preferred.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position supports multiple teams or complex initiatives by optimizing cross-team flow, resolving systemic impediments, and driving effective execution. The incumbent fosters alignment and coordination across teams enabling consistent and high quality delivery at a system level. Enhances collaboration, improves delivery performance, and promotes scalable agile practices through coaching teams and stakeholders. Focuses on strengthening cross-team effectiveness, increasing transparency, and enabling scalable delivery practices. 

A typical day: 

Delivery Facilitation and Execution 

• Facilitates end-to-end delivery across teams, ensuring alignment to roadmap priorities
• Ensures delivery activities remain outcome-focused and aligned to team and organizational goals
• Intervenes as needed to address delivery risks and impediments and support continued progress
• Manages complex dependencies across teams and stakeholders
• Identifies risks and drives mitigation before escalation
• Guides teams in establishing effective working agreements and consistent delivery practices
• Balances speed and quality, making trade-offs visible and understood

Flow Optimization

• Drives improvement initiatives that enhance delivery effectiveness, efficiency, and team performance
• Promotes accountability and a sustainable pace of work
• Improves coordination and flow of work across multiple teams and initiatives
• Supports alignment of priorities and work sequencing to improve predictability and throughput
• Promotes effective work-in-progress management and sustainable delivery practices
• Supports project teams in building high-performing, self-sufficient teams
• Uses delivery metrics and qualitative insights to identify improvement opportunities

Impediment Management 

• Facilitates alignment across stakeholders on priorities and delivery plans
• Communicates progress, risks, and trade-offs clearly to leadership and across teams
• Resolves impediments and ensures timely follow-through to minimize delivery disruption
• Facilitates resolution of conflicts and misalignment across stakeholders
• Facilitates decision-making by bringing clarity to options, impacts, and dependencies
• Creates visibility into delivery health, helping stakeholders anticipate and respond to changes

Coaching and Collaboration 

• Coaches teams and stakeholders on advanced delivery practices, collaboration, and team effectiveness
• Guides teams in using planning, alignment, and feedback practices to drive continuous improvement
• Mentors less experienced delivery partners to build capability and consistency
• Influences team behaviors to strengthen accountability, ownership, and alignment
• Foster a culture of continuous improvement, ownership, and transparency
• Guides teams in adapting ways of working to align with team and organizational needs while supporting consistent and effective delivery practices
• Influences leaders to support and reinforce effective ways of working

The skills and experience we prefer you have: 

• Bachelor’s degree in computer science, management information systems, business administration, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 5 more years of experience supporting delivery across multiple teams or complex initiatives.
• Experience working in multi-team or scaled delivery environments required.
• Advanced Agile, Scrum, or delivery-related certification (e.g., PSM II, PMI-ACP, SAFE or equivalent) preferred.
• Advanced knowledge of common business practices, processes, and routines.
• Advanced knowledge of delivery systems, cross-team coordination, and iterative or flow-based delivery approaches.
• Advanced knowledge and proficiency in utilizing Microsoft applications (Word, Excel, PowerPoint, Outlook, etc.) and delivery or work tracking tools.
• Strong organizational, coordination, and facilitation skills to lead and align multiple teams and stakeholders.
• Advanced interpersonal skills, which encourage collaboration, influence decision-making, and promote effective communication with all levels, including leadership.
• Proven client service skills and ability to build strong partnerships across teams and stakeholders.
• Demonstrated ability to work independently and lead delivery improvement efforts across multiple teams.
• Advanced problem solving, decision making, and organizational skills.
• Advanced analytical skills with the ability to interpret delivery metrics and identify improvement opportunities.
• Experience working in multi-team or scaled delivery environments preferred.
• Valid Driver’s License.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% and is based out of the Lakeville, MN, Sun Prairie, WI, Naperville, IL, Bloomington, IL or Mankato, MN office location.

The contributions you will make: This position develops and maintains the organization’s records, information and content management programs consistent with policies, regulations, and industry best practices. Ensures records, documents, data and information assets are managed effectively throughout their lifecycle with strong emphasis on compliance, privacy, security, content operations, and process optimization. Supports legal operations and contract management systems, driving technical solutions, process improvements, and project execution across the department.

A typical day: 

Content and Records Management 

• Coordinates, implements and provides ongoing support for managing records and information lifecycle activities across business units.
• Conducts regular reviews and assessments to ensure records management, classification, and retention policies are accurate, current, and consistently followed. Documents findings and escalates gaps to the Assistant General Counsel.
• Executes established business processes and workflows for the storage, use, classification, retention, and destruction of information.
• Provides guidance and stays current on leading industry practices and emerging technologies.
• Maintains and configures technology platforms that support knowledge sharing, content management, and document management, throughout the organization’s operational business processes and systems.
• Gathers, organizes, and maintains knowledge assets across the organization using established processes. Identifies content gaps and recommends updates to ensure knowledge repositories remain current and accessible.

Contract and Legal Operations

•  Maintains contract record management, performing quality check to ensure data integrity, accuracy, and effective reporting.
• Supports the implementation of technical solutions for contract intake, triage, workflow management, and lifecycle tracking for both vendor and commercial agreements.
• Supports cross-functional operations initiatives including data field reviews, audits, and analysis using information management software.
• Prepares status reports, metrics, pivot tables, dashboards, and analytics that support operational transparency across legal and compliance functions.

Compliance and Training 

•  Monitors existing and emerging regulations related to records retention, privacy, security, accessibility, and data quality.
• Executes test plans, and assessment criteria to measure compliance with established processes and policies. Documents test results and flags potential control deficiencies for review.
• Promotes privacy, records management, content management, and e-discovery awareness and training throughout the organization.
• Develops and delivers training, coaching, reference materials, playbooks, and self-service resources related to information management and contract systems

Subject Matter Expertise 

• Monitors, researches, and analyzes industry trends, emerging laws, technologies, and policies, assessing their impact to the organization.
• Supports vendor and system evaluations by gathering requirements, documenting feature comparisons, and coordinating demonstrations. Assists program leadership in reviewing privacy, security, and records management contract provisions.
• Builds and manages department-wide dashboards and reporting for Legal Leadership.
• Provides day-to-day advice to data management, security, destruction, accessibility, legal holds, retention schedules, privacy obligations, disclosure, and historical preservation.

The skills and experience we prefer you have: 

• Bachelor’s degree in library science, records management/archives, public administration, information systems/technology or closely related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Intermediate-level experience in administration, design, development, implementation and evaluation of an enterprise records and information management program preferred.
• Leadership or project management experience preferred.
• Knowledge of Federal, State and local laws and regulations affecting the management of a record and information management program.
• Knowledge of ARMA International’s Generally Accepted Recordkeeping Principles (GARP), U.S. DOD 5015.02, ISO 15489 and other relevant industry standards and guidelines.
• Knowledge of FOIA, SOX, MN Government Data Practices Act, MN Government Records, IL Personal Information Protection Act, Wisconsin data privacy regulations, discovery and disclosure issues, as well as organizational records and data management requirements.
• High attention to detail.
• Skill in utilizing records management systems and applications, including automated content and document management systems, imaging, indexing and retrieval systems and e-discovery tools.
• Demonstrated experience with contract lifecycle management (CLM) systems, content management platforms or legal operations tools.
• Strong technical fluency, including comfort with APIs, systems integrations, workflow tools and troubleshooting system-related issues.
• Experience leading cross-functional projects with technology and business teams.
• Project management and business analysis skills.
• Analytical skills and ability to troubleshoot problems effectively.
• Strong computer skills, including MS Office applications.
• Communication skills to translate complicated laws, policies and regulations into lay terms.
• Ability to work with minimal supervision, either individually or as part of a team.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% and is based out of the Fond du Lac office location.

The contributions you will make: Leads a group of Client Service team members who deliver a high quality experience to support the effective delivery of credit and financial products and services to current and prospective clients. Directly oversees all team members within an assigned area(s) of responsibility. Supports the implementation of Compeer's strategic initiatives and serves as a role-model for the vision, mission and values of the organization.

A typical day:

• Hires, trains, develops and rewards a high performing team.
• Empowers team members to be decision makers within their role and use critical thinking skills to support the organization and clients.
• Aids in establishing and developing guidelines to ensure the team provides a consistent quality level of service that is timely, thorough and responsive to all clients.
• Assists leadership in defining the team’s goals, providing clear expectations and feedback to all team members and monitoring the team's progress toward defined goals and objectives.
• Creates a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals. Collaborates, partners and works closely with others to develop, nurture and service all aspects of the team relationship model within assigned area of expertise.
• Determines the impact of proposed operational and organizational changes and develops plans for optimizing efficiency and coordination of activity with other departments within Compeer.
• Advocates and initiates change to department policies and procedures to improve productivity and client satisfaction.
• Manages change with direct reports and may also influence change with others outside the team.
• Works on various projects as needed.
• Maintains strong knowledge of compliance and regulatory expectations for business unit and ensures team members execute appropriately. 
• Provides direction to the team on various related services to serve internal and external clients and third parties.
• Coordinates and designates tasks to ensure reconciliation, reporting, corrections/adjustments are Monitors team specific reports.
• Executes changes and compliance with organizational policies and procedures.
• Manages resources and performance management functions for team members. Determines and effectively communicates performance standards and development plans and assesses performance against standards.
• Identifies the need for conflict resolution and escalation of operational issues.
• Provides guidance and determines effective solutions for non-standard situations.
• Coordinates office operations with other departments and functions. 
• Organizes and conducts regular team meetings (virtual and in-person). Regularly travels to direct team member office locations in order to remain up to date on team work.
• Promotes Compeer products and services.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, accounting, marketing or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced level experience in lending, compliance and underwriting in a financial institution.
• 2+ years of supervisory experience.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Knowledge of farming operations and agriculture, along with basic accounting principles and procedures.
• Advanced knowledge of credit, loan processing, loan servicing or loan closing in a financial lending environment.
• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.
• Strong listening, written and verbal communication skills with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• Strong problem solving, decision making and organizational skills.
• Attention to detail and accuracy.
• Flexible and adaptable to changing situations in a fast-paced environment.
• Ability to work independently and collaboratively with other teams to achieve goals, grow business and service all aspects of client needs.
• Strong computer skills, including MS Office applications, customer relationship management (CRM) programs and client databases.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is open to the Fond du Lac, WI; Sun Prairie, WI; Janesville, WI; Onalaska, WI; Mankato, MN office locations.

The contributions you will make: This position researches the history of property, evaluating and issuing title insurance commitments in accordance with the appropriate state requirements. Prepares reports outlining restrictions and actions required to clear real estate titles by investigating and examining public and private records. Ensures documentation follows legal requirements, internal policies/procedures and organization’s security lien position. Works closely with internal team to respond to title questions and problems that may prevent a clear title. Keeps abreast of industry trends and developments through training.

A typical day: 

• Searches, analyzes, and examines public records related to property being searched in applicable counties and systems. Analyzes legal description(s) and verifies accuracy and discrepancies and boundaries.
• Reviews plats/surveys and makes title requirement determination that pertain to the property being searched.
• Accesses and reviews if liens and judgments exist by evaluating public records, county court records, property tax records, and other relevant documents related to the property and titleholders’ names.
• Creates title commitments, policies, report of title and real estate transactional documents based on state statues and title industry standards. 
• Reviews, analyzes and marks up title commitment(s) to insure lenders lien position.
• Collaborates with Title Underwriters to determine requirement and/or exceptions in issuance of title policy.
• Prepares search/examination sheet, title commitments, policies and report of title received from organizational workflow.
• Supports internal team members in review of title issues and collaborates with the title underwriter to find resolution.     
• Issues the final title policy by confirming a clear title through the review of recorded documents that adhere to underwriting standards and organizational policy.
• Completes Loan Certifications.
• Reviews the title application to ensure accurate information is placed within the title production software, follows up on additional information as needed. 
• Requests and monitors title search orders with external vendors.
• Provides exceptional service and communication to the parties involved in the loan transaction via phone, email or face to face that aligns with the mission and vision of the organization.  Responds to requests in a timely and appropriate manner.
• Collaborates with internal and external clients to obtain or review necessary documents, ensuring all title issues are handled in accordance with policies and procedures. 
• Regularly communicates as the subject matter expert with internal clients to address questions and provide guidance for resolving title issues.
• Produces, monitors and updates periodic and monthly reports, including but not limited to reporting of premiums to title underwriters; escrow balances and payment for online county access; loan certification report; outstanding title policy report, etc.
• Identifies and addresses any duplicate order requests.
• Stays current with industry trends and procedures by attending conferences and training events hosted by industry leaders and title underwriters. 
• May engage within workgroups and projects connected to the business. 
• Completes required training and participates in development opportunities.

The skills and experience we prefer you have: 

• Associate’s degree in business administration, legal, finance or related field; related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Related title or legal experience preferred.
• Ability to obtain Title Insurance Producer License (MN), Title License (WI) or Title Industry Designation (IL) within 6 months of hire date into position.
• General knowledge of real estate laws (Illinois, Minnesota, Wisconsin) including title insurance endorsements, regulatory statutes and requirements.
• Experience with gathering information from local and state government agencies.
• General understanding of real estate mapping/plats and interpreting legal descriptions.
• Background in agriculture preferred.
• Ability to adapt to changing circumstances
• Knowledge of courthouse online systems and practices.
• Strong analytical skills with attention to detail and accuracy.
• Skill in collection and processing detailed information in an accurate and thorough manner, attention to detail.
• Effective interpersonal, communication, organizational and time management skills.
• High level of integrity.
• Solid computer skills including MS Office applications (Word, Excel, Outlook, Adobe, etc.), organizational databases and industry software.
• Ability to complete moderately complex online or in person real estate record searches.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work:
This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position is responsible for leading the day-to-day delivery, reliability, and performance of BT services that directly support end users and clients across the organization. Ensures exceptional customer experience through the planning, provisioning, and operation of IT services, including the Service Desk, Help Desk, Client Experience Monitoring, End User Device Support, Request Fulfillment, Patch & Software Management, Access Management, and Service Reporting. Provides hands-on technical and people leadership for service delivery functions, ensuring consistent service excellence, operational maturity, and alignment with enterprise BT strategies. Drives continuous improvement, promotes automation and self-service, and embeds a culture of reliability and accountability across all customer-facing IT operations.

A typical day:

Service Delivery and Operational Leadership
•    Oversees the planning, provisioning, and daily operation of IT services supporting internal users and clients.
•    Leads IT Service Desk, Help Desk, and End User Device Support functions to ensure timely, accurate, and customer-centric resolution of incidents and requests.
•    Ensures consistent execution of ITSM processes across incident, request, problem, and change management, aligned to defined SLAs and service targets.
•    Monitors and improves end-user experience through proactive Client Experience Monitoring and Service Reporting.
•    Oversees patch and software management lifecycles to maintain device health, compliance, and performance.
•    Partners with Security and Infrastructure teams to ensure alignment on access management, endpoint security, and service reliability.
•    Ensures IT service delivery processes are scalable, efficient, and aligned with organizational and compliance requirements.

Team Management
•    Provides day-to-day leadership, coaching, and mentoring to service desk, device support, and operations engineers.
•    Builds a collaborative, inclusive, and service-oriented team culture that emphasizes accountability, empathy, and problem ownership.
•    Develops team members’ technical, customer service, and ITSM capabilities through training and career development programs.
•    Fosters collaboration and shared accountability across infrastructure, applications, and security teams to improve service outcomes.
•    Implements workforce planning and succession strategies to ensure adequate staffing, coverage, and technical expertise.
•    Encourages innovation in self-service, automation, and user engagement to elevate service quality and efficiency.

Service Performance, Reporting and Continuous Improvement
•    Oversees service performance metrics, dashboards, and reports to measure service levels, customer satisfaction, and operational trends.
•    Analyzes incident and request data to identify root causes, recurring issues, and opportunities for improvement.
•    Drives continuous improvement initiatives to enhance service quality, efficiency, and automation maturity.
•    Implements proactive monitoring and alerting to prevent disruptions and improve service reliability.
•    Ensures post-incident reviews and lessons learned are used to strengthen operational processes and resilience.

Vendor, Budget and Tooling Management
•    Manages vendor relationships and contracts for service desk, device management, and endpoint solutions.
•    Partners with procurement and finance to align budgets with operational priorities and cost optimization goals.
•    Identifies opportunities for automation, efficiency, and modernization through technology investments and vendor collaboration.

The skills and experience we prefer you have: 

•    Bachelor’s degree in Information Technology, Computer Science, Business, or related field; or equivalent work experience.
•    Minimum of 7 years of IT experience, including at least 3 years in IT operations or service delivery roles.
•    Minimum of 3 years of leadership experience managing service desk, end-user support, or IT operations teams.
•    Demonstrated experience improving service delivery performance, end-user experience, and operational maturity.

•    Strong leadership skills with the ability to inspire, develop, and empower diverse technical and customer service teams.
•    Deep understanding of IT Service Management (ITSM) frameworks (i.e., ITIL) and service delivery best practices.
•    Practical experience managing service desk, endpoint management, and client experience functions in a mid-to-large enterprise.
•    Proficiency with ITSM and endpoint management platforms (i.e.., ServiceNow, Intune).
•    Strong analytical and problem-solving skills with a focus on root cause elimination and process improvement.
•    Excellent communication and interpersonal skills, with the ability to engage effectively with business users and technical staff.
•    Proven ability to manage competing priorities, service-level expectations, and escalations in fast-paced environments.
•    Commitment to operational excellence, continuous learning, and innovation in service delivery.
•    Experience with vendor management, budgeting, and performance measurement of managed services.
•    High degree of adaptability and learning agility in a dynamic, technology-driven environment.
•    Valid driver's license.

#LI-AJ1

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is based out of the Sun Prairie, WI office location.

The contributions you will make: 

This position plans, develops, tests, implements and supports all activities related to the development of software programs and applications into the organization’s business systems and has specialized knowledge of these systems. Ensures technology projects meet business requirements and goals, fulfills end-user requirements, and identifies and resolves systems issues. Provides applications leadership by facilitating meetings, sharing knowledge and training others

A typical day: 

Application Development, Integration and Support

• Develops, implements, and supports software programs and applications into the organization’s business systems.
• Performs code reviews.
• Executes on technical specifications for new and/or enhanced processes.
• Ensures projects meet business requirements and goals and fulfills end-user requirements.
• Monitors applications and seeks to improve application availability, quality, and performance.
• Creates and maintains all required technical documentation per Digital Technology Information (DTI) methodology and processes.
• Performs daily management and operations of core Compeer business applications including enhancements, bug fixes, interfaces and other business requests.
• Resolves technical issues including diagnosis of problem, recommendations for workarounds, and defect correction.
• Prioritizes and coordinates multiple work tasks to meet the expectations of Compeer.
• Designs process flows and technical specifications for customized code, where appropriate, and for testing the interoperability of application modules under development.
• Creates standards and processes to develop and facilitate projects and initiatives.

Software Testing

• Develops written test plans and provides analysis of software system test results.
• Tests software programs and applications. Addresses issues in program logic.
• Tests the interoperability of new applications with existing systems software.

Applications Leadership

• Facilitates meetings with DTI, Project Delivery and/or business unit team members.
• Provides information and training to other team members. Serves as a resource for questions and problem resolution.
• Researches and makes recommendations on products, technologies and services in support of procurement and development efforts.
• Keeps abreast of new technologies and industry best practices in application development. 

The skills and experience we prefer you have: 

• Bachelor’s degree in computer science, information systems or business, or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• 12+ years of related work experience developing company-wide applications and linking cross-functional applications across business units and systems.
•  Advanced knowledge of Microsoft .Net, JavaScript, C#, and MS SQL.
• Advanced knowledge of business application and development best practices.
• Effective communication skills to clearly and concisely convey technical information to customers and to share ideas, solutions and feedback with team.
• Effective interpersonal, analytical, organizational and planning skills.
• Ability to apply a methodical and logical approach to problem solving.
• Ability to coordinate tasks to meet established deadlines.
• Ability to foster collaborative working relationships with DTI business clients, operations, security, and vendors.
• Ability to train and mentor others.
• Demonstrates initiative to remain technically competent by keeping abreast of industry best practices.
• Quick learner who thrives in a collaborative team environment.
• Works independently to complete moderate to complex issues.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position is responsible for leading the design, delivery, and ongoing management of modern workplace technologies that enable team member productivity, collaboration, and security. The incumbent oversees a team focused on endpoint management, device lifecycle, digital experience monitoring, and enterprise collaboration platforms. Ensures that digital workplace services are reliable, intuitive, secure, and aligned with business and user needs. Provides hands-on technical leadership, drives continuous improvement in end-user experience, and ensures operational excellence through modern device management, automation, and proactive support practices. Plays a critical part in advancing the organization’s digital workplace strategy and enhancing the employee technology experience across hybrid and in-office environments

A typical day: 

Technical and Operational Leadership

• Leads the engineering, deployment, and support of digital workplace technologies including endpoint management, operating systems, collaboration tools, and device security.
• Ensures reliability, scalability, and performance of end-user computing platforms (Windows, macOS, mobile devices, and virtual desktop infrastructure).
• Oversees patching, configuration management, and endpoint compliance using tools such as Microsoft Intune, SCCM, or equivalent platforms.
• Leads efforts to modernize the end-user environment through automation, self-service, analytics, and AI-assisted support capabilities.
• Implements and maintains digital experience monitoring solutions to proactively identify and resolve performance or usability issues.
• Ensures adherence to security standards, identity management, and compliance requirements across all endpoints.

Team Management

• Provides daily leadership and coaching to the Digital Experience engineering team, fostering a culture of collaboration, accountability, and innovation.
• Develops team capabilities through mentoring, technical training, and performance management aligned with organizational goals.
• Encourages a user-centric mindset, promoting empathy and responsiveness in service delivery.
• Builds succession and talent development plans that prepare the team for future technology shifts and organizational growth.
• Partners closely with Security, Service Desk, and Application teams to ensure seamless end-user support and integrated service delivery.
• Selects, develops, motivates, coaches, and evaluates, trains and rewards department team members.
• Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
• Determines and effectively communicates performance standards and development plans and assesses performance against standards.

Project and Service Delivery

• Owns operational excellence across device provisioning, lifecycle management, and support, focusing on efficiency, security, consistency, continuous improvement, and user satisfaction. 
• Establishes and tracks SLAs, KPIs, and user satisfaction metrics to measure and enhance digital experience quality.
• Leads incident, problem, and change management processes for end-user computing services.
• Partners with enterprise architecture and security teams to ensure consistent standards and governance.
• Drives continuous improvement through process optimization, user feedback, and technology innovation.

Financial and Vendor Management

• Supports budgeting and cost management for end-user technology investments including hardware refreshes, software licensing, and support services.
• Manages vendor relationships and evaluates new technologies to enhance the digital workplace ecosystem.
• Identifies opportunities for cost optimization through automation, lifecycle management, and vendor consolidation

The skills and experience we prefer you have: 

• Bachelor’s degree in information technology, computer science, engineering, or a related field; or equivalent combination of education and experience.
• Minimum of 7 years of Information Technology infrastructure or end-user computing experience.
• Minimum 3 years of leadership and management experience, preferred.
• Proven experience managing enterprise end-user technology environments, device lifecycle management, and collaboration platforms.
•  Advanced technical knowledge of endpoint management tools (i.e., Microsoft Intune, SCCM, Jamf, Autopilot, or equivalent).
• Deep understanding of Windows operating systems, M365 collaboration suite, Teams, OneDrive, and SharePoint.
• Familiarity with virtual desktop technologies, remote access solutions, and modern identity management (Citrix, Azure AD, SSO, MFA).
• Advanced experience implementing digital experience monitoring and analytics tools to enhance user satisfaction and reduce incidents.
• Proven leadership and team development skills with ability to coach and motivate engineers in a hybrid work environment.
• Strong understanding of security and compliance requirements related to endpoint and identity management.
• Excellent analytical and problem-solving skills with attention to detail and user impact.
• Effective communicator who can bridge technical and business discussions with clarity and confidence.
• Experience managing vendors, licensing, and hardware refresh cycles.
• Advanced knowledge of ITIL, Agile, or DevOps principles as applied to service management and infrastructure delivery.
• Demonstrated ability to balance hands-on technical leadership with people and process management.
• High learning agility and commitment to continuous improvement in both technology and leadership practices.
• Strong organizational and project management skills, ensuring timely delivery of initiatives with measurable results.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Freeport, IL office location.

The contributions you will make: 

This position is responsible for delivering exceptional client service and supporting crop insurance sales. You will maintain a portfolio of smaller clients, ensuring prompt and efficient servicing of clients crop insurance policies and collaborate with the sales team to provide comprehensive support. Fosters strong client relationships, identifies opportunities for cross-selling, and stays informed about the latest insurance products and industry trends.

A typical day: 

Client Service and Relationship Management

• Establishes, develops, and maintains strong relationships with internal clients, external clients, and third parties; serves as a key liaison between the organization and these stakeholders.
• Services and supports an existing crop insurance portfolio consisting of smaller clients who conduct business in the office, over the phone, or through digital platforms.
• Serves as the primary relationship manager for assigned clients by addressing inquiries, resolving issues, and identifying growth opportunities.
• Conducts ongoing reviews of coverage and product information to ensure clients’ operational needs are consistently met throughout the year.
• Completes required crop insurance documentation, including applications, production reports, acreage reporting, and claims.
• Assists in facilitating client insurance claims by collaborating with the insurance sales team, adjusters, clients, and insurance companies.
• Collaborates with Insurance Operations Team members and the Insurance Sales Team to ensure client needs are met.
• Assists clients and the Crop Insurance Sales Team with policy-related questions via phone, email, and text.

Sales Support

• Collaborates with Insurance Operations, Approved Insurance Provider (AIP) underwriters, and/or Insurance Officers to deliver services and address concerns.
• Assists the Crop Insurance Sales Team with internal processes, procedures, and projects.
• Prepares and delivers documents (applications, acreage reports, production reports) to support business growth and client meetings.
• Reviews documents submitted by the Crop Insurance Sales Team for accuracy and quality control, ensuring compliance with Risk Management Agency (RMA), Approved Insurance Provider (AIP), and Compeer standards.
• Prepares insurance documents and completes client mailings.
• Generates reports from Power BI to assist the sales team in meeting deadlines.
• Scans completed crop insurance documents into the document management system.
• Utilizes ServiceNow to facilitate questions from the Crop Insurance Sales Team and AIP.
• Assists with planning and executing sales events.

Data Entry

• Accurately enters data into Approved Insurance Provider (AIP) systems, including applications, endorsements, acreage reports, production reports, and claims, ensuring all deadlines are met.
• Prepares and provides pre-keyed source documents for client approval and generates resulting documents for review prior to distribution.
• Enters data into Salesforce and submits claims to the AIP system as needed.
• Manages document indexing within the document management system (OnBase).
• Assists with seasonal AIP reporting cleanup to ensure completion of data entry.

Crop Insurance Sales

• Focuses on retaining existing crop insurance clients while identifying opportunities to cross-sell products and services aligned with client risk management needs.
• Facilitates sales appointments to enroll new clients, targeting those with similar size and service needs as existing portfolio clients.
• Prepares quotes for client and prospect appointments.

Product and System Knowledge and Expertise 

• Completes continuing education courses to maintain required insurance licensing.
• Maintains a comprehensive understanding of crop insurance products offered through Compeer Financial and related FCS eligibility regulations.
• Stays current on product details and program changes within Crop Insurance and USDA programs.
• Ensures compliance with RMA guidelines and Compeer best practices across all product lines.
• Effectively communicates risk management strategies and how specific products meet client needs.
• Supports the use of company technology, tools, and policies.
• Keeps current on process and procedure updates.
• Assists with mentoring interns.

The skills and experience we prefer you have: 

• High School Diploma or equivalent required. Associate’s Degree in Business Administration, Finance, Economics, Agriculture, or a related field preferred; or an equivalent combination of education and experience sufficient to perform the essential functions of the role.
• Must possess a valid crop insurance license or have the ability to obtain one within three (3) months of hire.
• Entry-level experience in the insurance or agriculture-related field preferred.
• High degree of accuracy, attention to detail, and strong organizational and time management skills.
• Ability to work independently and collaboratively with cross-functional teams to achieve goals and effectively represent the business.
• Strong client service and interpersonal skills when working with both internal and external clients.
• Proficiency in Microsoft Office, Salesforce, OnBase, Approved Insurance Provider (AIP) systems, and other tools required to support client and organizational needs.
• Basic agricultural knowledge.
• General understanding of crop insurance programs and related information.
• Strong listening, written, and verbal communication skills, with the ability to communicate effectively at all levels of the organization.
• Ability to meet strict, non-negotiable deadlines.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is based out of the Waite Park, MN office location.

The contributions you will make: 

This position participates in a 6-18-month training program designed to develop a high-performing sales team member. The primary focus of the program is sales training, with a particular emphasis on Ag Lending and Crop and Livestock Insurance. The incumbent follows a comprehensive syllabus that includes modules on Sales, Crop Insurance, Credit, Appraisal, and Marketing. Upon successful completion of the program, the incumbent is wellprepared to assume a sales position in Ag Lending or Crop and Livestock Insurance.

A typical day: 

Industry Expertise

• Participates in classroom and experiential training to gain in-depth understanding of the agricultural industry. 
• Facilitates learning and collaboration by engaging with team members across Compeer’s diverse geographical locations. 
• Attends agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes. 
• Attends education events, training events and industry meetings to advance professional and technical skills.

Sales and Relationship Development

• Markets loans and related services, establishing new market relationships that will contribute towards attainment of Compeer’s goals and business objectives.
• Assists with the maintenance of prospect files, establishing ongoing prospecting plans and activities, and developing and making a commitment to individual sales goals for both loans and related services.
• Administers loans, policies and appraisals to cultivate positive client relationships that contribute to Compeer’s success. 
• Assists in building client relationships and prospecting new clients, while collaborating with experienced sales team members to establish criteria for long-term success.
• Accompanies sales team members on client and prospect visits and actively participates in the sales process. 
• Processes loans, utilizes loan origination system, and analyzes financial information assigned by Marketplace Leadership. 

Special Projects

•  Assists with research as directed by team leader to advance the department or organization.
• Fills in for a departed full-time sales person until a full-time position is hired.
• Provides support with responsibilities during the vacancy of a full-time sales position as needed.

The skills and experience we prefer you have: 

• Bachelor’s degree in agricultural economics, ag business or related field or an equivalent combination of education and experience sufficient to perform the essentials functions of the job. 
• Experience in agribusiness/farming industry, agricultural credit or closely related field preferred.
• Ability to obtain an Insurance License within six months of hire is required.
•  Ability to make sound judgments is required.
• Solid organizational, interpersonal, communication, problem solving, analytical, negotiating and influencing skills are required.
• Knowledge of farm production methods and products, a general understanding of farm business management 
  and finance.
• Must demonstrate effective team building and processing skills.
• The understanding of and ability to use various computer, business/financial applications is required.
• Knowledge of “value added” business and farming concepts.
• Knowledge of loan products and services, as well as credit operations.
• Knowledge of farm production methods, farm products, and farm business management/finance. 
• Effective interpersonal, communication, client service and team skills. 
• Effective problem solving and decision-making skills. 
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs. 
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations. 
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business. 
• Ability to network with clients, prospects and key influencers.
• Knowledge of accounting principles with an understanding of financial reports, ratio and benchmarks.
• Travel is required during the training program.
• Valid driver’s license. 

#IND100

#LI-SG1 

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Waite Park, MN or Rice Lake, WI office locations.

The contributions you will make: 

This position is responsible for the origination of home, recreational land/bare land and home site loans in rural areas and communities. You will maintain acceptable levels of loan unit/volume origination while building strong professional and client relationships and maintain high client satisfaction results. Combines mortgage and business knowledge with an in-depth understanding of each client’s financial position to provide innovative and workable alternatives to create the best avenue to accomplishing client’s goals. Markets Compeer’s products and services to industry partners and prospective clients based upon their wants and needs. Supports and builds the Compeer Financial brand by developing a referral network of realtors, builders, consumer direct as well as other financial service providers and internal team members. You will service a growing market of hobby farms, rural properties, and conforming properties.  

A typical day: 

Sales and Marketing 

• Proactively markets and sells credit and related services, establishing new market relationships which contribute toward attainment of Compeer goals and business objectives.   
• Creates networking and prospecting strategy that is suitable to servicing each territory and ensure alignment with Compeer’s branding and marketing protocol.  
• Maintains positive accomplishments with client relations, community recognition, and contributions to the Compeer Financial image as the leading financial institution committed to clients in rural areas. 
• Monitors and appropriately uses discretionary marketing budget throughout the year. 

Loan Origination 

• Originates loans by proactively seeking applications. 
• Gathers income and verifies financials. 
• Determines the appropriate loan program and terms to meet the client’s needs. 
• Works with the credit and processing teams to secure a credit decision and ultimately a timely closing.
• Acts as a liaison between client(s) and all Compeer Financial operations members as well as certain third parties.

Client Relationships 

• Maintains client relationships through frequent interactions and periodic sales calls. 
• Delivers value added informational services to the client. 
• Discusses loan programs and terms.  
• Addresses all client concerns throughout the process.

Industry Knowledge 

• Builds and maintains a strong understanding of Consumer Lending practices. 
• Maintains and builds upon “local” knowledge of their own LSA. 
• Gains knowledge of client’s hopes and dreams and ultimately helps to implement those within the rural marketplace.

Community Involvement 

• Develops and maintains a significant “professional presence” throughout the local community. 
• Provides formal group presentations and information workshops on current Rural Living Solutions topics and issues.    
• Maintains active involvement in various related professional groups. 

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, finance, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. 
• NMLS registration required.
• Demonstrate understanding of mortgage processing, underwriting and closing procedures. 
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. 
• Skill in developing and maintaining interpersonal relationships. 
• Strong problem solving, decision making and organizational skills. 
• Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs. 
• Strong analytical skills with attention to detail. 
• Effective sales skills.  
• Solid time management skills.  
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.   
• Valid driver’s license. 

#LI-CL1

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

In addition to base salary, this role is eligible for a Commission-based plan. Commission is uncapped and earned based on New Loan Volume per month (portfolio plus secondary market volume). This role is also eligible for a variable compensation, which may vary year to year. 

This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position analyzes credit requests, makes loan servicing decisions for existing clients and performs other essential credit duties. The incumbent primarily focuses is on high risk asset portfolios. Completes the financial analysis and underwriting on a variety of industries throughout the United States. Makes credit decisions that are consistent with 
established credit policies, procedures and best practices. Approves or denies requests within their delegated authority with a majority of the time being spent on completing loan analysis and communicating decisions to internal and external team members. Works with clients, Credit Officers Risk and Financial Officers to discuss loan packages and 
provides financial counseling to clients. Visits clients, as needed. May be assigned a specific industry or subject matter on which to focus

A typical day: 

Credit Analysis

• Analyzes financial and supporting documentation submitted for formal and informal lending and servicing requests.
• Identifies, communicates, and assists in the collection of financial information required to process lending and servicing requests.
• Approves, declines, or escalates credit decision to higher authority levels as required.
• Determines appropriate level of analysis and due diligence required based on credit risk.
• Determines appropriate account classification and probability of default rating.
• Effectively communicates credit decision, terms, conditions, and findings through a formal narrative write-up.
• Establishes loan conditions and closing requirements for approved actions.
• Answers questions and provides direction on credit related issues that arise during the processing, closing, and servicing of lending transactions.

Loan Servicing and Credit Administration

• Proactively monitors lending portfolio and loan performance for the organization and provides direction for loan classification. 
• Works directly with sales team or with clients to develop a plan to cure loan delinquencies or other servicing requests.
• Assists in the monitoring of interim financial reports, borrowing base certificates, compliance certificates, and other reports to monitor loan compliance. 

Client Relations and Collection Services 

• Works jointly with Financial Officers, Credit Officers Risk and other team members to implement Team Relationship Model approach with clients when appropriate 
• Works with Credit Officers Risk in the approval or denial of restructuring applications, standstill agreements and re-amortizations.
• Meets with clients to provide quantitative assessments of financial performance in relation to Compeer credit standards and industry norms.

Industry Knowledge

• Is responsible for keeping knowledge up to date with industry trends and procedures. 
• Builds and maintains knowledge and skills within industries served by Compeer by reviewing industry publications, reviewing internal guidance, internal trainings, attending meetings, seminars and conferences.

The skills and experience we prefer you have: 

• Bachelor’s degree in Ag business, finance, economics or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• 1+ years or less of experience in a financial institution, preferred.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Basic to solid knowledge of agricultural businesses and operations, crop insurance and livestock industries and associated production practices.
• Basic to solid knowledge of loan products, services, and credit operations.
• Basic to solid understanding of credit processing and servicing activities, accounting principles and practices, credit analysis procedures, credit administration, monitoring and reporting.
• Basic to solid interpersonal, collaboration, communication, team building, problem solving, analytical, organizational, and time management skills. 
• Solid computer skills, including MS Office applications, customer relationship management (CRM) programs, internal underwriting and database systems.
• Basic to solid decision making, negotiating, and influencing skills.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN office location.

The contributions you will make: This position provides input and analysis that supports strategic planning strategy, loan product development, and process enhancements for the Agri-Access business unit. Identifies and collaborates on opportunities for product innovation and product enhancements. Drives systems, process and training support and collaborates with Business Technology and Client Interface to identify technology challenges and opportunities that impact operations. Acts as the liaison to assist in analyzing user’s business needs, identifies and integrates data from various sources and develops the best means to publish the information to team members. Leads the communication regarding Agri-Access systems and process performance to aid management strategy and decision-making.

A typical day: 

• Leads and / or guides the loan product planning including collaborating on the product roadmap and product development as well as new production development and implementation.
• Researches best practices and new developments with the ag and financial market.
• Uncovers opportunities, gaps, and issues stemming from product/service offerings, sales processes, sales tools, and operational processes.
• Partners with sales, leadership, and client facing teams to understand the process and research needs.
• Researches best practices and new developments from system partners, industry competitors and other sales driven businesses.
• Performs comprehensive research on all viable solutions to issues or opportunities.
• Collaborates with leadership and other stakeholders (internal and external) to insure awareness and adherence to key changes and impact to client acceptance / experience and stakeholder profitability.
• Serves as the lead subject matter expert on the product.
• Collaborates with BT, Business Process Improvement and Client Interface team to identify, evaluate, and implement technologies or process improvements to enhance operating efficiencies, promotes standardization, improve sales and/or enhance client experiences.
• Coordinates and supports various technology integration and improvement efforts to support product delivery.
• Works directly with external vendors and internal technology resources to develop or enhance product delivery.
• Collaborates with BT and Business Process Improvement team on projects that advance and improve processes and delivery.
• Coordinates enrollment process for all new loan and lease partners including collaboration with leadership and sales surrounding the design of the process
• Supports execution on the purchase of seasoned loan pools.
• Monitors the development and testing of system processes, document flow, and site functionality.
• Troubleshoots client and internal team member issues and escalates to other business departments.
• Collaborates with Business Technology to provide business insights to internal technology enhancement projects.
• Coordinates with BT on new technology rollouts; sets and communicates expectations, best practices, and training.
• Answers questions and responds to the needs of the sales and services team.
• Logs issues with data delivered by the automated systems.
• Compiles feedback on systems and processes to share with the team to discuss suggestions and/or solutions to enhance the client experience.
• Works with leadership to identify key metrics and deliver actionable data analysis to understand and maintain focus on specific data needs.
• Acts as the data owner for Agri-Access while tracking and monitoring relevant product metrics and KPIs. Evaluates and implements corrective action as needed.
• Develops and supports data analysis frameworks to enable necessary Agri-Access reporting on a daily, weekly and monthly basis.
• Works with multiple areas of the business to ensure data accuracy and troubleshoot issues.
• Develops and manages dashboards that are utilized to analyze data to measure and understand business performance.
• Performs ongoing assessment of analytics tools and dashboards to assess usability, efficiency and adoption based on user. Promotes data integrity and enhancements of internal process flows.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, finance, computer science or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 3 years financial services and technology support experience in a financial institution, preferred.
• Advanced listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Advanced analytical skills with attention to detail.
• Ability to effectively work with mid and senior level managers, marketing, technical team members, and production managers to develop long term strategic relationships.
• Must be analytical, have strong technical skills while being a strong communicator to non-technical team members.
• Advanced problem-solving skills and ability to implement new ideas and influence others to produce better decisions, self-motivated with the ability to work independently.
• Ability to adapt to change and balance competing demands with a positive attitude.
• Valid driver’s license.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is based out of the Sun Prairie, WI office location.

The contributions you will make: 

This position provides tax preparation, planning and consulting support for clients and the Tax and Accounting team. Collaboratively builds relationships with clients and offers tax and accounting knowledge and services under the direct mentoring of a Senior Tax Consultant.

A typical day: 

Tax Services

• Performs tax estimates and prepares income tax returns for clients in a timely manner in accordance with the Internal Revenue Service (IRS) code requirements and Compeer policies and procedures and researches and presents tax planning opportunities for client portfolios under the guidance of a Senior Tax Consultant.
• Maintains an established portfolio of tax clients.
• Partners with Senior Tax Consultants during transition meetings.
• Serves as a mentor and resource for tax interns during tax season.
• Plans and organizes workload for maximum efficiency and productivity.
• Collects on delinquent client accounts. 

Accounting Services

• Processes accounting transactions in a timely manner and in accordance with the GAAP and Compeer policies and procedures.
• Provides accurate and timely accounting processing and delivery of financial statements to clients.
• Responsible for less complex accounting accounts, including depreciation, payroll processing, and full-service accounts. 
• Meets multiple deadlines on accounts including completion of processing accounting files in time for tax planning, W-2 and 1099 preparation and year-end tax preparation.
• Assists Compeer team members and clients with accounting questions.

Industry Expertise

• Actively learns all aspects of tax planning and preparation.
• Seeks out and participates in opportunities for self-development of technical knowledge, business management, tax law, or interpersonal skills.
• Provides answers and expertise to Compeer team members and clients related to tax and accounting.
• Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
• Assists Compeer team members on client visits and at community events.
• Develops knowledge in all Compeer products and services.

Sales and Prospecting

• Markets and cross-sells all Compeer products and services to existing clients and prospects.
• Develops relationships with Compeer team members in assigned office or territory to facilitate referrals and new business.

The skills and experience we prefer you have: 

• Bachelor’s degree in accounting or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 1 year of preparing taxes preferred.
•  Progressively gains more knowledge of Compeer’s products, services and farm tax principles.
• Knowledge, technical competency and technological effectiveness in tax planning and preparation that meets client’s needs. 
• Strong written and verbal communication skills.
• High degree of accuracy and organization.
• Exercises a high level of ethical and professional judgement.
• High level of integrity.
• Strong computer skills, including MS Office applications and tax and accounting software.
• Skill in developing and maintaining interpersonal relationships.
• Analytical skills with attention to detail.
• Problem solving, decision making and organizational skills.
• Ability to work evenings and weekends in order to meet deadlines and client expectations.
• Some travel required to conduct on-farm services, attend department meetings and continuing education opportunities.
• Works closely with all team members to effectively meet and/or exceed all client needs.
• Ability to grow client portfolio.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Glencoe, MN office location.

The contributions you will make: 

Responsible for the accurate processing, closing, funding and servicing of transactions secured by real estate properties. Ensures closings are completed in accordance with regulations, policies and procedures.

A typical day: 

Processing and Documentation

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Follows established organizational policies and procedures to ensure transactions meet legal compliance with lending laws and regulations. 
• Collects documents and ensures appropriate due diligence is completed to confirm all underwriting conditions are met. 
• Verifies accuracy of legal descriptions, property ownership and legal access for real estate secured transactions of the organization. 
• Coordinates with Compeer departments and external companies to order title commitments, appraisals and flood zone determinations. Follows regulatory guidance as applicable. 
• Reviews title insurance commitments, deeds, real estate title documents, Uniform Commercial Code filings, fixture filings, and other related documents to confirm the organization’s collateral lien position. Confirms legal documents required to close a transaction and parties required to sign each legal document. 
• Independently creates or reviews settlement statements and/or disbursement agreements in accordance with the transaction to ensure the funds are disbursed accurately. 
• Collaborates with internal and external parties to resolve issues affecting title insurance or exceptions to the organization’s policies and procedures in the context of a specific transaction. 
• Coordinates on-site and off-site closings with internal and external clients and executes the closing transaction with clients by explaining all forms, answering client questions and securing appropriate signatures on all documents, as needed. May perform witness closings. 
• Administers funding execution and proper booking and data maintenance. 
• Works with Legal Department and Title Review teams on collateral related documents, such as Consents, Subordinations and Contract Assignments, as needed. Drafts supplemental loan closing documents when necessary. 
• Files legal documents with appropriate government entities to perfect Compeer’s lien position. 
• Answers questions and provides solutions to internal and external clients on matters relating to the organization’s procedures involving closings, legal documents, title insurance, real estate and chattel collateral. 

Client Service

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Works closely with internal and external clients to set up, organize, verify and close mortgage loans, short-term loans and large transactions for all business units serving the organization’s clients. 
• Collaborates with sales to service all aspects of client relationships within the lending territory. Assists team members with transactions and loan servicing. 
• Provides exceptional client service, determines client needs and meets those needs to the extent of delegated authority, including disbursement of funds and working within credit underwriting guidelines. 
• Assists Lending Client Coordinators by providing backup to all job functions as needed.

Transaction Final Review

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Conducts a post-close review of transactions to ensure they were closed in accordance with the organization’s policies and procedures. Reviews all documents related to the transaction. 
• Documents the actions that were taken to ensure the organization has obtained the expected lien position or its equivalent, as required by law and by the organization’s policies and procedures. 
• Remains current with regulatory and compliance procedures to ensure all transactions comply.

The skills and experience we prefer you have: 

• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Associate’s degree in accounting, business administration, legal, agriculture or related field; or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Closing Agent License; Insurance Producer License preferred (or ability to obtain within twelve months).
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Commissioned as a Notary Public for the state (or ability to obtain within three months); may include e-notary. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Working knowledge of loan approval processes and requirements, personal property security documents, real estate, legal, banking, security requirements and title insurance. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Working knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation.
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Basic accounting and mathematical skills to calculate data, reconcile funds and determine payoffs.
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Skill in processing complex, detailed information in an accurate and thorough manner. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Effective interpersonal, oral and written communication and client service skills. 
• li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Computer skills, including Microsoft Office applications and programs and/or other systems needed to perform functions of the role (Webex and Video conferencing). 

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is based out of any Compeer Office Location.

The contributions you will make: 

Leads, develops and executes integrated copy/content plans and tactics that support the organization’s business strategy and strengthens the brand externally. Works with related subject matter experts throughout Compeer Financial to identify desired business outcomes and implement complex marketing strategies to achieve success. 

A typical day: 

Copy and Content Planning and Execution

• Leads the development and implementation of integrated content plans for external audiences and supports them through 
  implementation.
• Writes copy, identifies goals and objectives, develops key messages, outlines strategy and tactics and sets evaluation methods.
• Initiates and leads cross-functional meetings to identify copy and content needs and opportunities; solidifies key messages, tactics 
  and timelines.
• Serves as a project manager to ensure copy and content initiatives are completed on time and as planned.
• Executes tactics including developing talking points and writing and recording content for newsletters, letters, articles, websites, 
  social media, presentations, ad copy, radio and video scripts.
• Monitors initiatives and evaluates for efficacy. Provides reports and updates to key stakeholders, including team leaders and the 
  Executive Leadership Team.
• Provides clear communications on complex issues and topics.
• Assists Marketing Business Partners across industries and product lines on content strategies to support their marketing business 
  plans.
• Actively pursues new and innovative ways to communicate with various audiences, including podcasts, multi-media, mobile 
  messaging, written materials, advertorials etc.
• Promotes ag advocacy through telling client success stories.
• Manages communication channels as assigned, collaborating with internal teams to address all content needs.
• Leverages AI-enabled tools and advanced prompt strategies to enhance content ideation, drafting, personalization and performance optimization, while ensuring alignment with brand standards, regulatory requirements and responsible AI governance.
• Serves as a resource for emerging AI best practices in content development.

Business Relationships

• Serves as a partner to senior level leadership to appropriately position messages for external audiences; executes on initiatives 
  with a high degree of leadership visibility.
• Collaborates with internal stakeholders and subject matter experts to identify copy needs, target audiences, objectives and 
  messaging.
• Establishes and works to strengthen external relationships to help further the Compeer brand and develop copy objectives.
• Works with agencies as needed to obtain insights and accomplish goals.

The skills and experience we prefer you have: 

• Bachelor’s degree in communications, journalism, English, marketing or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum of 7 years of communications, advertising, graphic design, marketing or other applicable experience. Experience in agriculture or finance industries beneficial.
• Ability to analyze issues and situations to recommend appropriate solutions.
• Ability to convey complex information to various audience types using written and verbal communication skills.
• Advanced understanding of a wide range of complex concepts and topics with the ability to get up to speed quickly when faced with new or unfamiliar situations.
• Ability to influence and gain the support of others.
• Focus on solutions and positive outcomes.
• Generates new ideas with a continued focus on improvement.
• Evaluates the best course of action and make decisions at the appropriate speed, and involve the appropriate stakeholders as needed.
• Thorough knowledge of communication strategy, planning, tactics and best practices.
• Interest in emerging communication trends and techniques.
• Handles multiple projects at once and consistently meet deadlines.
• Strong interpersonal skills and ability to work within all levels of the organization; looks for common ground and builds cooperation even in difficult circumstances.
• Establishes and maintains cooperative working relationships with internal and external partners.
• Works independently and is a self-starter.
• Proficient in MS office and Adobe Creative Suite.
• Valid Driver’s License

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

This position offers a hybrid work option up to 50% remote and is based out of the Waite Park, MN office location.

The contributions you will make: 

This position is responsible for the management and servicing of high risk asset portfolio’s across an assigned region or territory. Evaluates, underwrites and makes credit decisions for commercial, traditional, investor, and consumer loan requests originated by Compeer team members and decides if the characteristics of the credit package present an acceptable level of credit risk for the organization. Provides relationship based financial solutions for farmers, investors, and rural consumers in area of expertise within delegated authority. May be assigned a specific industry or subject matter on which to focus. 

A typical day: 

Credit Analysis and Decision Making

• Analyzes financial and supporting information submitted for formal and informal lending and servicing requests.
• Identifies, communicates, and assists in the collection of financial information required to process lending and servicing requests.
• Approves, declines, or escalates credit decision to higher authority levels as required.
• Determines appropriate level of analysis and due diligence required based on credit risk
• Determines appropriate account classification and probability of default rating.
• Effectively communicates the credit decision, terms, conditions, and findings through a formal narrative write-up.
• Establishes loan conditions and closing requirements for approved actions.
• Answers questions and provides direction on any credit related issues that arise during the processing, closing, and servicing of lending transactions.
• Serves as a resource to credit team members regarding policies, procedures, and credit related matters.

Credit Counseling

• Partners with team members to provide credit counsel and financial solution options for clients.
• Determines how to structure credits to meet internal lending requirements, client expectations, and the organizations growth objectives.
• Meets with clients to provide quantitative assessments of financial performance in relation to internal lending standards.
• Monitors assigned credit leasing portfolio and assists Farm Credit Leasing Special Assets and Compeer Risk Asset units as required in servicing delinquent and stressed accounts.
• Establishes servicing plans and other monitoring requirements for financially stressed accounts

Collection Services

• Conducts and participates in complex negotiations for collecting or correcting non-performing accounts.
• Approves or denies restructuring applications, standstill agreements and re-amortizations.
• Counsels and convinces clients to agree on a workable solution.
• Approves sending account to attorney to file litigation.
• Inspects security to determine condition and approves partial release of security.
• Discusses collection strategies with peers, legal counsel, and various research companies to develop the best collection strategy
• Manages the collections of loans for contract entity by collecting loan payoffs and negotiating settlements.
• Manages legal activities related to strategy, litigation, proceedings and hearings

Subject Matter Expert

• Acts as Compeer’s representative for activities and business transactions in assigned industry or line of business.
• Keeps knowledge up to date with industry trends and procedures.
• Attends off site training events to keep current as necessary.

The skills and experience we prefer you have: 

• Bachelor’s degree in agriculture, finance, accounting, or related field; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• 5+ years of experience in agriculture and business/finance.
• Oral and written communication skills sufficient to discuss a variety of job-related topics and effectively communicate complex topics to a variety of audiences.
• Skill in analyzing information to formulate logical and objective conclusions.
• Skill in utilizing Word/Excel/PowerPoint/Outlook to increase efficiency and/or effectiveness.
• Skill in utilizing a systematic approach to problem solving. 
• Solid knowledge of loan analysis and sound credit administration principles. 
• Skill in negotiating acceptable and favorable terms and conditions related to loan collections. 
• Solid knowledge of Borrower Rights related to loan servicing. 
• Working knowledge of real estate marketing related to acquired property management. 
• Extensive Credit Underwriting experience. 
• Basic accounting knowledge. 
• Ability to establish and maintain a network of internal and external agricultural influencers and professionals

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Where you will work:

This position offers a hybrid work option up to 50% remote and is based out of the MN-Rochester office location.

The contributions you will make: 

This position performs tax planning, tax preparation services and is responsible for signing client tax returns. Manages the delivery of tax and accounting products and services. Promotes and markets tax and accounting products and services to clients and eligible prospects.

A typical day: 

• Performs tax projections and works with clients to develop strategic tax plans in accordance with Compeer policies and procedures and Internal Revenue Service (IRS) code requirements.
• Provides tax and accounting consulting services on a wide range of issues affecting clients.
• Prepares and signs income tax returns for individual, partnership and corporate clients.
• Prepares payroll tax, 1099, W2 and related forms and reports.
• Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
• Assists Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services.

The skills and experience we prefer you have: 

• Bachelor’s degree in accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced experience in tax planning and preparation.
• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
  • Will consider those currently enrolled in certification program.
• Ability to earn certification by passing the Farm Credit Services Tax Exam.

#IND100

#LI-RM1

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.