Capital Markets Coordinator

Compeer Financial • Ottawa, IL

2d • Hybrid

About The Position

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 up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin. The contributions you will make: This position provides administrative support to the Diversified Markets Group; assisting in the capital markets loan origination process from beginning to end, maintaining portfolio statistics databases, and performing a wide variety of related administrative and office management duties.

Requirements

• Associate’s degree in accounting or business administration; OR an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Entry-level experience in an office environment.
• General knowledge of accounting/financial systems and documentation requirements for syndicated loans.
• Skill in prioritizing and following through on assignments to complete work in a timely manner.
• Ability to solve problems and identify when to escalate issues.
• Skill in verbal and written communications, sufficient to exchange information effectively, efficiently and thoroughly with peers, supervisors, external partners, lenders and legal firms.
• Strong computer skills including Microsoft Office applications (Excel, Word, PowerPoint, Outlook) and intracompany software systems.
• Working knowledge of general office management.
• Excellent detail and customer service orientation.
• Responsible to appropriately protect the confidentiality, security, and integrity of the organization’s systems and data and clients’ data.
• Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Responsibilities

• Plans and tracks the processing of new loans, renewals and servicing actions.
• Follows up with internal and external stakeholders for collection of pre- and post-closing documentary requirements.
• Submits information to appropriate individual for action to be taken, including sales, credit, loan accounting, borrower, lender or legal firm.
• Independently interprets internal credit summaries and loan documents to perform closing tasks.
• Initiates loan bookings with loan accounting and then tracks, monitors and ensures necessary corrections are made to loan setups, loan coding and patronage information, systems and files.
• Prepares legal documents supporting loan sales to partner associations and other lenders.
• Ensures transactions are completed, recorded and maintained efficiently, accurately and in a timely fashion.
• Inputs, maintains and corrects, if necessary, information into portfolio databases and financial systems.
• Routes incoming and outgoing mail and shipments to appropriate places.
• Monitors kitchen and office inventories and orders supplies.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees