Sr Dairy Lending Specialist

Compeer Financial • Fond du Lac, WI

6d • $118,500 - $180,000 • 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 is responsible for developing and growing new business through counseling and servicing of 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 that client face in ongoing agricultural operations. Provides mentorship and guidance to less experienced team members.

Requirements

• Bachelor’s degree in Business Administration, Ag Sales, Finance or a related agricultural field; or equivalent work experience.
• Advanced-level sales, credit or related industry experience.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry.
• Knowledge of “value added” business and farming concepts.
• Experience with loan products and services, as well as credit operations.
• Knowledge of farm production methods, farm products, and farm business management/finance.
• Advanced knowledge of sales/marketing and client service principles are essential in area of expertise.
• Represents the organization in community/public situations where excellent public speaking, client service skills, and industry knowledge is needed.
• 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

• Develops and grows new business through counseling and servicing of 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 that client face in ongoing agricultural operations.
• Provides mentorship and guidance to less experienced team members.
• Originates, structures and makes credit recommendation on medium size commercial account transactions.
• Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
• Maintains prospect files and establishes ongoing prospecting plans and activities.
• Assists leadership in developing and delivering Animal Ag business plan objectives and marketing programs that enable the organization to meet business goals.
• Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed.
• Represents the organization for select moderately complex commercial accounts including some multi-lender relationships.
• Provides creative solutions and cross-sells value-added financial services to existing clients.
• Maintains and delivers the appropriate systems and structures to support a relationship selling culture.
• Delivers public relations, client education, and client relations programs to enhance client service levels.
• Works with client to gather and analyze their financial information.
• Processes new loan applications, renewal of existing operations for commercial real estate loans.
• Follows up with client to request financials to ensure up to date accurate information as needed.
• Discusses and collects required financial documentation with the client and quality of financials reported.
• Makes frequent formal presentations to various local and regional agricultural groups.

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: Senior