Sales and Credit Coordinator Wholesale

Compeer Financial•Lakeville, MN

36d•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 Mankato, MN; Lakeville, MN; Rochester, MN. The contributions you will make: This position assists Compeer’s internal and external clients by providing support to Diversified Markets Sales and Credit large Ag Lending Credit, RAU, Emerging Markets and Bonds with processing and administrative duties. Ensures the accuracy and completeness of OnBase and database records including, but not limited to probability default (PD), loss given default (LGD), and other business and personal information for risk analysis, while monitoring the credit committee process. Tracks and verifies appropriate approvals and signatures obtained from credit committee, capital markets groups, prior or excess approval, and territorial concurrence.

Requirements

Associate’s degree in business administration, accounting, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
2-4 years of experience, preferably in a financial services industry.
Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
Excellent client service skills.
Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
Solid organizational skills, along with accuracy and attention to detail.
Strong project coordination skills.
High level of initiative.
Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
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

Leveraging the appropriate software applications, accurately tracks and verifies processing, communications and compliance activities in collaboration with relationship managers and analysts, ensuring data integrity and alignment with business objectives.
Updates and reconciles financial ticklers in Salesforce, ensuring the timely reconciliation of compliance documents. Completes monthly audits of outstanding financial reports to maintain accurate records.
Ensures compliance and organizational efficiency by systematically organizing and maintaining client files within e-files and OnBase, adhering to Compeer’s retention schedule for streamlined access and retrieval.
Manages logins and passwords for internal and external personnel across multiple extranet sites, ensuring secure and seamless access.
Supports efficient operations by assisting in the retrieval of documents within e-files and OnBase, facilitating quick access to critical information for business continuity.
Maintains and uses up-to-date service plans, ticklers and work logs to track progress of servicing actions from receipt to completion and ensure proper documentation for the credit approval process.
Stay informed on processes, procedures, and technical competencies, proactively identifying and implementing opportunities for process improvement to enhance business performance.
Provides solutions to the most complex internal and external client inquiries by providing necessary documentation to fulfill credit compliance requirements for ongoing deals
Tracks and communicates the status of required client documentation, fostering timely collaboration and informed decision-making.
Coordinates the distribution of essential information and documents, such as preliminary credit assessments and draft loan agreements, to participants in syndication or capital market transactions.
Utilizes various communication platforms, including email and document management sites, to facilitate this process and gathers feedback to relay to the appropriate relationship managers or credit analysts.
Assists in the preparation and coordination of bank/lender meetings, ensuring all logistics and confirmed attendance are managed effectively for productive engagements.
Ensures compliance through the timely processing and transfer of legal documents to the Legal department, maintaining responsiveness to business needs.
Prepares and distributes concise and secure correspondences and documents for the lender group, ensuring all communications are delivered accurately and promptly.
Collaborates with leadership, relationship managers and credit teams to ensure the timely and accurate preparation of participant documents, supporting streamlined syndication processes.
Compiles and tracks the approval status of other lender partners for approval of servicing requests and credit commitments.
Creates, monitors, manages and maintains our SyndTrak Syndication sites. Establishes user roles and access and coordinates the secure posting, saving and indexing of documents to support efficient syndication operations and client satisfaction.
Collaborates with team members in cross-training initiatives, ensuring all team members are equipped to handle critical tasks and maintain seamless operations during absences.
Monitors the AgriAccess new applications inbox for incoming loan requests for lending partners.
Processes approvals for Diversified Markets Credit large Core Credit, RAU, Emerging Markets and Bonds along with tracking participation approvals from the Capital Markets Group.
Tracks and monitors credit committee follow-up requirements and legal audit requirements.
Assists in processing loans in Salesforce and OnBase, including proper completion of regulatory compliance fields.

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!

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume