Financial Officer

Compeer Financial • Fond du Lac, WI

6d • 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 based out of the Fond du Lac, WI location. The contributions you will make: This position manages and grows the loan and lease portfolio through counseling and servicing existing clients while pursuing new loan sales development opportunities with prospective clients. Builds strong client relationships and provides innovative and workable alternatives to solve problems clients face in ongoing agricultural operations. A typical day: Meets with clients on the farm and in the office to discuss their financial needs. Determines which products Compeer offers will meet their needs for loans, leases, crop insurance, life insurance etc. Continually develops solid relationships by bringing valued knowledge and experience to the client to help them manage their agricultural operations more effectively and efficiently. Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business. Monitors farm sales and contacts potential buyers. Maintains prospect files and establishes ongoing prospecting plans and activities. Works with clients to gather and analyze their financial information. Provides a review of the client financial position utilizing internal tools to provide insights to the client. Processes new loan applications, renewal of existing operations for commercial and real estate loans. Processes loan servicing requests including partial releases, change of payment, extensions, and other items. Fields phone calls and attends meeting with clients to discuss agricultural topics. Attends agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes. Attends education events, training events and professional meetings to advance professional and technical skills and keep current on required licenses.

Requirements

• Bachelor’s degree in business administration, agriculture, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Experience in agribusiness/farming industry or similar experience in agriculture credit or closely related field required.
• Current state insurance license to sell crop insurance
• Advanced knowledge of “value added” business and farming concepts.
• Advanced knowledge of loan products and services, as well as credit operations.
• Advanced knowledge of farm production methods, farm products, and farm business management/finance.
• Effective interpersonal, communication, client service and team skills.
• Effective problem solving and decision-making skills.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Ability to network with clients, prospects and key influencers.
• Knowledge of accounting principles with a strong understanding of financial reports, ratio and benchmarks.
• Valid driver’s license.

Responsibilities

• Meets with clients on the farm and in the office to discuss their financial needs.
• Determines which products Compeer offers will meet their needs for loans, leases, crop insurance, life insurance etc.
• Continually develops solid relationships by bringing valued knowledge and experience to the client to help them manage their agricultural operations more effectively and efficiently.
• Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
• Monitors farm sales and contacts potential buyers.
• Maintains prospect files and establishes ongoing prospecting plans and activities.
• Works with clients to gather and analyze their financial information.
• Provides a review of the client financial position utilizing internal tools to provide insights to the client.
• Processes new loan applications, renewal of existing operations for commercial and real estate loans.
• Processes loan servicing requests including partial releases, change of payment, extensions, and other items.
• Fields phone calls and attends meeting with clients to discuss agricultural topics.
• Attends agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes.
• Attends education events, training events and professional meetings to advance professional and technical skills and keep current on required licenses.

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