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

The contributions you will make: 

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

A typical day: 

• Proactively markets and sells credit and related services, establishing new market relationships which contribute toward attainment of Compeer goals and business objectives.
• Creates networking and prospecting strategy that is suitable to servicing each territory and ensure alignment with Compeer’s branding and marketing protocol.
• Maintains positive accomplishments with client relations, community recognition, and contributions to the Compeer Financial image as the leading financial institution committed to clients in rural areas.
• Monitors and appropriately uses discretionary marketing budget throughout the year. 
• Originates loans by proactively seeking applications.
• Gathers income and verifies financials.
• Determines the appropriate loan program and terms to meet the client’s needs.
• Works with the credit and processing teams to secure a credit decision and ultimately a timely closing.
• Acts as a liaison between clients and all Compeer Financial operations members as well as certain third parties.
• Maintains client relationships through frequent interactions and periodic sales calls.
• Discusses loan programs and terms. Addresses all client concerns throughout the process.
• Develops and maintains a significant “professional presence” throughout the local community.
• Provides formal group presentations and information workshops on current Compeer Home topics and issues.
• Maintains active involvement in various related professional groups

The skills and experience we prefer you have: 

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

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.