Collateral Services Administrator

Compeer Financial • Fond du Lac, WI

12h • $42,300 - $60,100 • Hybrid

About The Position

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.
This position ensures the accuracy and enforceability of the organization’s collateral. Ensures document and filing requirements are met and maintained from origination through the entire life cycle of a product, including post-paid transactions. Assists with the acquisition, safeguarding, maintenance, monitoring and release of collateral documents held as security to fortify the collateral position covering Compeer’s products.
This position offers a hybrid work option up to 50% and is based out of the Fond du Lac, WI office location.

Requirements

• Associate's degree in accounting, business administration, legal, agriculture or related field or equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Experience in accounting, business administration, legal or agriculture with exposure to collateral management or document control preferred.
• Experience in filing, analyzing and managing Collateral under UCC guidelines preferred.
• Knowledge of titling requirements.
• Ability to process complex information with consistency and precision.
• Ability to communicate clearly and professionally, both verbally and in writing, across all levels of the organization.
• Strong problem-solving and critical thinking skills with demonstrated ability to identify issues, propose solutions and exercise sound judgment in decision-making.
• Strong organizational and time management skills with an aptitude for balancing multiple priorities in a fast-paced, deadline-driven environment.
• High level of integrity and the ability to maintain confidentiality of sensitive client and organizational data.
• Demonstrated flexibility and collaboration, adjusting effectively to new information, priorities or procedures.
• Proficiency with MS Office (Excel, Word, Outlook, SharePoint) and client database applications.
• Customer service mindset.

Responsibilities

• Works collaboratively to build strong relationships with clients and provide timely and accurate support for collateral and financial information requests.
• Creates a positive work environment and demonstrates positive culture behaviors.
• Delivers consistent, high-quality and professional service that upholds the organization's commitment to its values and clients.
• Ensures data integrity by identifying and escalating discrepancies to appropriate subject matter experts.
• Applies identity verification and confidentiality protocols with precision in order to ensure data privacy and the safeguarding of personal information.
• Utilizes strong understanding of the Uniform Commercial Code (UCC), multi-state vehicle titling, and FCA and financial regulations in order to protect the organization's collateral interests.
• Reviews, analyzes and maintains accurate collateral documents to protect the organization’s lien position.
• Uses digital tools and databases to file, amend and track all collateral documentation.
• Manages document lifecycle from origination/purchase to release, ensuring completeness and compliance.
• Confirms client wire transfers and related requests to protect organizational integrity and mitigate risk.
• Maintains current knowledge of financial and UCC industry regulations, changes and emerging best practices.
• Participates in professional growth opportunities, training, workgroups and industry events to enhance skill sets and contribute to team effectiveness.

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: Mid Level
• Education Level: Associate degree