Loan Processor Agri-Access and Leasing

Location: Central Alberta (Stettler)

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.
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
Mentorship 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.
To learn more about Compeer Financial visit
Where you will work:  This position offers a hybrid work option up to 50% and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.
The contributions you will make:  Facilitates the client journey through the processing of new PCA loans, including all aspects of product delivery before, during and after closing. Serves as a client point of contact, establishing strong relationships through exceptional levels of service. Maintains a high degree of accountability throughout the loan life cycle, including aggregating and organizing all loan documentation, retaining accurate and complete electronic files, completing loan due diligence tasks, preparing loans for booking and completing post-close activities.
A Typical Day  Loan Processing and Client Service   Serves as a client point of contact, establishing strong relationships through exceptional and consistent service. Proactively identifies client needs and resolves a variety of requests via phone, online and in-person to ensure a positive and consistent experience.
Collaborates with Financial Officers (FOs) across all Compeer locations to obtain pre-qualification information, including gathering prospect or client information (e.g. drivers' licenses, financials, information pertaining to scope of operations, and entity documentation) necessary to qualify a loan opportunity. Works proactively with FOs across regions in order to meet tight deadlines.
Prepares accurate operating and term loan documents for new loans, from the point of loan application through loan finalizing to include monitoring of closing conditions, ensuring accuracy.
Serves as the Deal Champion on all submitted loans by having a broad working knowledge of Association processes and policy.
Assists in following Territorial Concurrence procedures, ensuring compliance with regulations.
Ensures accuracy of loan pricing and fees and document any exception approvals; prepares rate lock agreement and monitor closing deadlines.
Completes loan verification requirements related to loan documents, reviews entity and trust documentation and ensures compliance with applicable regulations. Partners with respective parties to ensure loan conditions are satisfied.
Post Closing Activities   Approves loan disbursements and book loans.
Perfects lien position, following up on UCC terminations or other lien releases, obtaining vehicle titles, and ensuring first lien position.
Obtains assignment of indemnity as required for insurance.
Maintains accuracy of the chattel tracking system and coordinate with teammates to enhance the client experience.
Maintains understanding of and ensures compliance with all regulations and procedures…