Sr Sales Support Representative

Compeer Financial • Lakeville, MN

8d • Hybrid

About The Position

This position plays a key part in providing sales training to internal and external stakeholders and enhancing relationships with Lender Partners through ongoing engagement, education, and support. In addition, this role may help guide clients or/and partners through the loan approval process, ensuring a seamless and efficient application experience. Delivers exceptional service to Lending Partner client while collaborating effectively with internal teams to facilitate successful outcomes. Maintains accurate records and tracks key performance metrics to support continuous improvement and excellent service delivery.

Requirements

• Bachelors degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum 7 years of experience in sales, business development and/or customer service.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
• Comprehensive knowledge of loan and lease products and financial services, with the capability to explain complex details and terms clearly to clients.
• Demonstrated success in lead generation, including proactive outreach through calls, emails, and client engagement.
• In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.
• Proficiency in CRM platforms, particularly Salesforce, for tracking interactions, managing client data, and generating KPI reports.
• Strong analytical skills for documenting client interactions and preparing detailed reports to support data-driven leadership decisions.
• Excellent communication and interpersonal abilities to guide clients through loan processes and build robust client relationships.
• Proven problem-solving skills with a proactive approach to client service and addressing needs.
• High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.
• In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.
• High attention to detail with strong organizational skills to manage multiple client interactions and follow-up tasks efficiently.
• Ability to collaborate effectively with cross-functional teams and contribute to achieving organizational goals.
• High level of integrity.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Flexible and adaptable to changing situations.
• Ability to remain objective in balancing business needs and risk.

Responsibilities

• Collaborates with outside sales in cultivating client and partner engagement through coordinated events and educational opportunities
• Develops and maintains strong relationships with origination and Lender Partners by identifying key stakeholders, understanding their goals, and ensuring alignment for mutual success.
• Provides targeted sales training to Lender Partners and internal stakeholders, helping them understand Compeer’s products, services, and value proposition.
• Leads partner onboarding sessions, workshops, and refresher trainings to reinforce best practices in loan origination and client engagement.
• Nurtures key partner and client relationships through regular check-ins and tailored support, enhancing the overall client and partner journey.
• Acts as a subject matter expert for Lender Partners, supporting their sales efforts with up-to-date product knowledge, tools, and strategies.
• Evaluates and ensures the completeness and accuracy of loan applications.
• Provides clients with rate quotes, payment options, and terms for loans and leases.
• Engages with clients to gather required documentation for loan approval.
• Collaborates with internal teams to facilitate timely processing of loan applications.
• Updates applicable systems with relevant information and documentation status.
• Assists in the preparation of loan files for underwriting, ensuring all required documentation is included.
• Delivers exceptional client service by promptly and accurately addressing client inquiries.
• Proactively follows up with clients to ensure the timeliness of loan and lease applications.
• Adheres to applicable rules, regulations, and organizational policies.
• Documents client and prospect interactions to ensure comprehensive records.
• Reports on standard key performance indicators (KPIs) to support data-driven insights and decision making for leadership.
• Optimizes data integrity within Salesforce, maintaining accurate and current lead information to enhance sales effectiveness.
• Maintains a comprehensive understanding of loan processes and procedures as well as loan pricing and regulations. Remains current on loan details and process changes.
• Effectively communicates risk management strategies that can be achieved through Compeer products to meet client needs.
• Understands how Compeer products compare to competitors and develops marketing plans that emphasize our strengths.
• Proactively researches and adopts industry best practices, monitors environment for new competitors and implements approaches to maintain a competitive edge.

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