Sr Lending Specialist

Benefits

Additional Information

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 www.compeer.com/careers . Where you will work: This position offers a hybrid work option, with required business travel, and is based out of any WI Compeer office location. The contributions you will make: This position leads and directs the efficient and effective development of client relationships (farmers and ranchers operating in local/regional food systems); to provide creative, valuable solutions to client problems; and to provide value-added service by cross-selling all of the organization's financial services to existing clients when a need has been identified. Actively participates in the development and implementation of client solutions. Leads sales and marketing efforts in a specific market and is a trusted advisor. Provides subject matter expertise and influences industry growth for specialized industries. A typical day: Business Development Researches and identifies prospective new clients and increases opportunities for business growth with existing clients. Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business. Maintains prospect files and establishes ongoing prospecting plans and activities. Assists leadership in developing and delivering business plan objectives and marketing programs that enable the organization to meet business goals. Focuses on creating valuable financial solutions to client operations while generating revenue and volume for the organization. Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed. Client Relationship Management Represents the organization for select moderately complex commercial accounts including some multi-lender relationships. Continually builds and develops solid relationships with existing clients by bringing valued knowledge and experience to help manage the client's agricultural operations more effectively and efficiently. Provides creative solutions and cross-sells value-added financial services to existing clients. Maintains and delivers the appropriate systems and structures to support a relationship selling culture. Delivers expert industry knowledge and world class client service. Supports a relationship selling structure. Delivers "value added" informational services to the farming operation. Portfolio Servicing Works with client to gather and analyze their financial information. Processes new loan applications, renewal of existing operations for commercial real estate loans. Follows up with client to request financials to ensure up to date accurate information as needed. Discusses and collects required financial documentation with the client and quality of financials reported. Uses Compeer systems (Salesforce, SharePoint, etc.) and workflows to accurately enter, review and correct data that has been entered into the system for each loan file from application to closing. Industry Expertise and Community Involvement Develops in depth knowledge of product and service offerings to benefit association clients. Networks and attends industry meetings and conferences to gain knowledge that can be shared with clients and prospective clients. May provide education or share knowledge as an industry speaker as needed. Collaborates with association subject matter experts to expand knowledge and educate product benefits to clients and prospective clients. Networks with other key industry leaders to strengthen relationships. Maintains active involvement in industry professional groups. Represents Compeer across R

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