Skip to main content
Back to jobs

Loan Processor Ag Lending

External
compeerfinancial logoCompeerfinancial · Fond Du Lac, WI
Full-timeOn-site3w ago
ComplianceDocumentation
Cover LetterConnect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role


Benefits

Dental insuranceVision insurance401(k)Paid time offRemote work optionsFlexible scheduleParental leave

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, but is primarily working out of the Sun Prairie, WI, Rochester, MN, or Fond du Lac, WI office location. Remote work eligibility begins after onboarding, with the opportunity to work remotely up to 2 days per week. 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 the Sales Team 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 Sales 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 money movement and books loans. Uses thorough understanding of chattel collateral, 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 associated with loan closing. Office Support Provides back up support to office location, as needed, in order to meet client needs. This includes but is not limited to coverage during business hours. The skills and experience we prefer you have: High school diploma or GED. Entry-level experience in loan processing or similar role. Demonstrated understanding of collateral and perfecting liens. Ability to work in a collaborative team environment and adhere to the organization's mission and vision. Ability to initiate, organize and prioritize work. Keen eye for detail, which ensures accuracy and compliance in all loan documentation and processing steps. Strong communication skills and ability to effectively serve as a liaison between internal and external parties. Adaptable to changes to hel


Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at compeerfinancial? Share your experience

Interested in this role?

Apply on the company's website.

Cover LetterConnect