Program Client Representative

Helping cultivate your growth.

Pro Partners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Paul, MN and Normal, IL. Join us and be part of one of the most important and vital parts of the economy. We are proud to offer career opportunities for team members with varying backgrounds, experiences and interests.

• Up to 9% towards 401k (3% fixed Pro Partners contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

This position offers a hybrid work option up to 50% and is based out of the Normal, IL or St Paul, MN office location.

This position provides high quality client service to support the effective delivery of credit products and services to current and prospective dealer clients for their customers.

• Gathers or seeks clarification when required from dealers to complete loan applications from dealer's customers.
• Coordinates, reviews, and determines documents needed for transactions to perfect Pro Partner's program requirements.
• Coordinates, reviews for acceptance, and tracks the compilation of documents needed for loan originations or renewals.
• Works within system designed workflows and accurately processes customer loan requests in accordance with dealer specific sales finance programs.
• Scans and indexes documents into archival system and workflows.
• Promotes loan processing efficiency by processing customer loan applications from all Pro Partners Financial dealer relationships regardless of dealer affiliation.
• Provides support and works closely with PPF credit team by coordinating information gathering and dealer communication for underwriting larger loans.

• Works closely with Pro Partners Financial relationship management team members to meet client needs in the origination or renewal of transactions including new loans and servicing actions for existing loans.
• Provides exceptional service and a consistent client experience to all clients and customers that aligns with the mission and vision of Pro Partners Financial. The client contact may be by phone, email, and face to face visits. Client or customer requests may entail processing loan applications, loan servicing requests, calculating loan payoffs, verifying loan balances, providing guidance and answers to online banking questions, and answering general dealer program questions.
• Works closely with dealers to on‑board new dealers or new dealer representatives. Provides dealer training for loan application, documentation requirements and new technology. Additional dealer training may include using dealer extranet, submitting loan requests using on‑line loan applications, obtaining electronic signatures, using loan funding applications, and other Pro Partners credit delivery processes and tools to support client experience.
• Engages with Pro Partners Financial relationship team and clients to gain in‑depth knowledge of dealer finance programs. Aligns dealer program criteria with PPF technology and system brand account configuration to support client experience.
• Assists clients in account maintenance corrections. Interacts and coordinates with Pro Partners Financial loan accounting team to correct transactions and maintenance account records.
• Communicates and collaborates with internal team members to meet the needs of Pro Partners Financial and internal and external clients.
• Provides support as needed to other business units/teams within Pro Partners.
• Takes ownership of problems until they are resolved to the client’s satisfaction which includes when to involve or notify others

• Actively promotes Pro Partners Financial (PPF) credit delivery products and services to enhance the client relationship and client…