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.

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.