Sr Lending Specialist

About this role

<div class="content-intro"><p><strong>Empowered to live. Inspired to work. </strong><br>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.</p> <p><strong>How we support you:</strong></p> <ul> <li>Hybrid model – up to 50% work from home</li> <li>Flexible schedules including ample flexibility in the summer months</li> <li>Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)</li> <li>Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP</li> <li>Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off</li> <li>Learning and development programs</li> <li>Mentorship programs</li> <li>Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)</li> <li>Professional membership/certification reimbursement and more!</li> </ul> <p>Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.</p> <p>To learn more about Compeer Financial visit <a href="https://www.compeer.com/careers">www.compeer.com/careers</a>. </p></div><p><strong>Where you will work:</strong> This position offers a hybrid work option, with required business travel, and is based out of any WI Compeer office location.</p> <p><strong>The contributions you will make:</strong> 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.</p> <p><strong>A typical day:</strong> </p> <p>Business Development</p> <ul> <li>Researches and identifies prospective new clients and increases opportunities for business growth with existing clients.</li> <li>Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.</li> <li>Maintains prospect files and establishes ongoing prospecting plans and activities.</li> <li>Assists leadership in developing and delivering business plan objectives and marketing programs that enable the organization to meet business goals.</li> <li>Focuses on creating valuable financial solutions to client operations while generating revenue and volume for the organization.</li> <li>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.</li> </ul> <p>Client Relationship Management</p> <ul> <li>Represents the organization for select moderately complex commercial accounts including some multi-lender relationships.</li> <li>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.</li> <li>Provides creative solutions and cross-sells value-added financial services to existing clients.</li> <li>Maintains and delivers the appropriate systems and structures to support a relationship selling culture.</li> <li>Delivers expert industry knowledge and world class client service.</li> <li>Supports a relationship selling structure.</li> <li>Delivers “value added” informational services to the farming operation.</li> </ul> <p>Portfolio Servicing</p> <ul> <li>Works with client to gather and analyze their financial information.</li> <li>Processes new loan applications, renewal of existing operations for commercial real estate loans.</li> <li>Follows up with client to request financials to ensure up to date accurate information as needed.</li> <li>Discusses and collects required financial documentation with the client and quality of financials reported.</li> <li>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.</li> </ul> <p>Industry Expertise and Community Involvement</p> <ul> <li>Develops in depth knowledge of product and service offerings to benefit association clients.</li> <li>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…