Sr Lending Specialist

Compeer Financial • Lancaster, AK

2d • Hybrid

About The Position

This position leads and directs the efficient and effective development of client relationships (farmers and ranchers operating in local/regional food systems); to provide creative, valuable solutions to client problems; and to provide value-added service by cross-selling all of the organization’s financial services to existing clients when a need has been identified. Actively participates in the development and implementation of client solutions. Leads sales and marketing efforts in a specific market and is a trusted advisor. Provides subject matter expertise and influences industry growth for specialized industries.

Requirements

• Bachelor’s degree in business, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Advanced-level experience in the agribusiness/farming industry, or similar experience in agricultural credit or closely related field.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Understand the program offerings by network partners like the Farm Service Agency, USDA, SBA, and independent agriculture groups.
• Expert working knowledge of business development and relationship management.
• Highly self-motivated with the ability to work independently.
• High level of confidentiality and integrity.
• Advanced problem-solving skills, decision making, negotiating and organizational skills.
• Strong analytical skills with strength in attention to details.
• Be able to know and teach accounting principles and cashflow management.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• 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

• Researches and identifies prospective new clients and increases opportunities for business growth with existing clients.
• 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 business plan objectives and marketing programs that enable the organization to meet business goals.
• Focuses on creating valuable financial solutions to client operations while generating revenue and volume for the organization.
• 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.
• Continually builds and develops solid relationships with existing clients by bringing valued knowledge and experience to help manage the client’s agricultural operations more effectively and efficiently.
• 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 expert industry knowledge and world class client service.
• Supports a relationship selling structure.
• Delivers “value added” informational services to the farming operation.
• 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.
• Uses Compeer systems (Salesforce, SharePoint, etc.) and workflows to accurately enter, review and correct data that has been entered into the system for each loan file from application to closing.
• Develops in depth knowledge of product and service offerings to benefit association clients.
• Networks and attends industry meetings and conferences to gain knowledge that can be shared with clients and prospective clients.
• May provide education or share knowledge as an industry speaker as needed.
• Collaborates with association subject matter experts to expand knowledge and educate product benefits to clients and prospective clients.
• Networks with other key industry leaders to strengthen relationships.
• Maintains active involvement in industry professional groups.
• Represents Compeer across Rural America.

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: Senior