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

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

A typical day: 

Market Research Strategy and Execution

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

Strategic Research and Market Analysis 

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

Communication and Deliverable Development 

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

 Project Support and Collaboration 

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

The skills and experience we prefer you have: 

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

#IND100

#LI-SC1

How we will take care of you:

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

Where you will work: This position offers a hybrid work option up to 50% 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 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.

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

The contributions you will make: 

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

A typical day: 

Event and Tradeshow Management

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

Marketing Team Collaboration

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

The skills and experience we prefer you have: 

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

#IND200

How we will take care of you:

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

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

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

A typical day: 

CRM Strategy and Sales Process Optimization

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

Adoption, Training and Change Management

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

Reporting, Insights and Performance Enablement

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

The skills and experience we prefer you have: 

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

#IND100

How we will take care of you:

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

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 based out of the Sun Prairie, WI office location.

The contributions you will make: 

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

A typical day: 

Application Development, Integration and Support

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

Software Testing

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

Applications Leadership

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

The skills and experience we prefer you have: 

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

#IND100

How we will take care of you:

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

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

The contributions you will make: 

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

A typical day: 

Technical and Operational Leadership

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

Team Management

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

Project and Service Delivery

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

Financial and Vendor Management

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

The skills and experience we prefer you have: 

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

#IND100

How we will take care of you:

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

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.

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

The contributions you will make: 

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

A typical day: 

Tax Services

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

Accounting Services

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

Industry Expertise

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

Sales and Prospecting

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

The skills and experience we prefer you have: 

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

#IND100

How we will take care of you:

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