Sales and Credit Coordinator Wholesale

Overview

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer 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
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

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

Where you will work: This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Mankato, MN;
Lakeville, MN;
Rochester, MN.

The contributions you will make: This position assists Compeer’s internal and external clients by providing support to Diversified Markets Sales and Credit large Ag Lending Credit, RAU, Emerging Markets and Bonds with processing and administrative duties. Ensures the accuracy and completeness of OnBase and database records including, but not limited to probability default (PD), loss given default (LGD), and other business and personal information for risk analysis, while monitoring the credit committee process.

Tracks and verifies appropriate approvals and signatures obtained from credit committee, capital markets groups, prior or excess approval, and territorial concurrence.

• Leveraging the appropriate software applications, accurately tracks and verifies processing, communications and compliance activities in collaboration with relationship managers and analysts, ensuring data integrity and alignment with business objectives.
• Updates and reconciles financial ticklers in Salesforce, ensuring the timely reconciliation of compliance documents. Completes monthly audits of outstanding financial reports to maintain accurate records.
• Ensures compliance and organizational efficiency by systematically organizing and maintaining client files within e-files and OnBase, adhering to Compeer’s retention schedule for streamlined access and retrieval.
• Manages logins and passwords for internal and external personnel across multiple extranet sites, ensuring secure and seamless access.
• Supports efficient operations by assisting in the retrieval of documents within e-files and OnBase, facilitating quick access to critical information for business continuity.
• Maintains and uses up-to-date service plans, ticklers and work logs to track progress of servicing actions from receipt to completion and ensure proper documentation for the credit approval process.
• Stay informed on processes, procedures, and technical competencies, proactively identifying and implementing opportunities for process improvement to enhance business performance.
• Provides solutions to the most complex internal and external client inquiries by providing necessary documentation to fulfill credit compliance requirements for ongoing deals
• Tracks and communicates the status of required client documentation, fostering timely collaboration and informed decision-making.
• Coordinates the distribution of essential information and documents, such as preliminary credit assessments and draft loan agreements, to participants in syndication or capital market transactions.
• Utilizes various communication platforms, including email and document management sites, to facilitate this process and gathers feedback to relay to the appropriate relationship managers or credit analysts.
• As…