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 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 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.