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.

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: 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.

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% 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 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 MN-Rochester, MN-Mankato, or IA-Johnston office locations.

The contributions you will make: 

This position supports the Agri-Access lending program through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction analysis and documentation; systems accounting, reporting and monitoring; portfolio servicing; and overall client service and support. Works very closely with Originators, 3rd Party Investors, Direct Borrowers, Relationship Managers, Financial Operations, and other Agri-Access team members throughout all phases of loan/lease cycles including post close servicing, documentation and final exit (payoff, restructure, foreclosure, REO etc.). 

A typical day: 

Client Service Support

• Establishes, develops, and maintains a strong client relationship with internal and external clients and acts as a liaison between Agri-Access and clients or other third-party investors.  
• Answers client questions via email and phone using the highest quality service techniques.   
• Educates partnering institutions and team on program delivery and processes.
• Provides reconciliation and servicing process training to clients as needed.

Servicing Actions

• Monitors borrower/lessee compliance with loan/lease documents.  
• Works with originator or clients on more complex material servicing actions identifying deficiencies in documentation, changes in title, status of account or the borrower. Subject matter expert on assigned accounts.  
• Prioritizes and analyzes incoming material service requests (requiring credit approval) and delegated approval. Material actions include; change of payment dates, change of maturity, payment extension, release of collateral, release of insurance proceeds, consents, easements, substitutions, and release of liabilities.   
• Completes delegated authorities such as conversions and assists with at-risk accounts.   
• Conducts research (internal and external) on a transactional basis per the servicing action.    
• Conducts in-depth review of lending partners unique set of documents and troubleshoots and corrects issues and/or discrepancies.    
• Packages and submits to credit for approval.  
• Corresponds with clients as needed to obtain additional information and relays conditions for approval or denial.  
• Prepares documents for direct serviced loans as needed.  
• Reviews files and closes requests when all conditions are met.

Systems Accounting, Reporting, and Monitoring

• Creates or updates loan/lease data in origination/servicing systems. 
• Inputs, updates, gathers and monitors information to provide reporting as requested (DQ (delinquency), rate reset, maturity, UCC (Uniform Commercial Code) continuations).  
• Performs a variety of accounting procedures related to lender reconciliation, receipts, checks issued, and payoff.  
• Follows-up with team members and clients as needed for outstanding information or other specific campaign data based on the review of reports and systems information.  
• Monitors and audits borrower verifications and the collection and consistency of information. 

The skills and experience we prefer you have: 

• High School Diploma required. Bachelor’s degree in in business administration, accounting, finance or related field preferred.  
• Intermediate-level experience in banking or lending environment.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. 
• Ability to prioritize and organize incoming work load with minimal supervision.  
• Knowledge of complex loan structure, systems and documentation.   
• Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs. 

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 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.