Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the MN-Lakeville, MN-Rochester, MN-Mankato, or IA-Johnston office locations.

The contributions you will make:

Facilitates and advances pool purchases, ensuring Compeer has accurate and complete information. Monitors, guides and delivers comprehensive reports to support integration of the partner lender's data into Compeer's systems. Collects, analyzes and interprets pool purchase data to provide actionable insights that drive the purchase to closing. Additional responsibilities include risk mitigation in approval or denial within delegated authority of servicing actions, transaction analysis and documentation, systems accounting and reporting and monitoring for servicing for Program Finance portfolio.

A typical day:

• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Engages proactively with team members, business units and clients to gather crucial data, driving informed decision-making, li">optimizing li"> effectiveness by li">maintaining li"> thorough documentation of all li">process li"> and changes to ensure transparency in the workflow. 
• li">Collaborates with team members across the business units to li">identify li"> data and system input opportunities for purchase transactions. 
• li">Establishes, li">develops li"> and li">maintains li"> a strong client relationship while being a liaison between Program Finance, clients, direct and in-direct lenders. 
• li">Ensures lending partner servicing requests and pooled purchases are completed successfully. Conveys information clearly and effectively with stakeholders through various channels, including in-person and virtual meetings, phone calls and emails. 
• li">Offers training and support to encourage business unit success. Educates partnering institutions and team on program delivery and processes. 
• li">Keeps abreast of industry best practice, li">identifying li"> and executing efficient and effective practices.
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Reviews and assesses li">appropriate risk li">. Ensures compliance with organizational policies and procedures. 
• li">Reviews and provides analysis of the li">initial li"> data tape and continuous monitoring of information provided to address high level areas that may be concerns that need to be addressed and share with pool team, such as patterns of irregularities in rate reprices, prepayment penalties, late li">fees li"> and documentation differences. 
• li">Collaborates and coordinates communication on a structured feedback loop with originators, li">investors li"> and internal team members to ensure documentation aligns with credit approvals and investor requirements, enhancing transactional accuracy and compliance. 
• li">Provides management team with details of potential risk and recommends potential solutions to decision-makers for li">timely li"> and informed decisions. 
• li">Analyzes business needs and consults with management and team members to review pool purchase requests and li">determine li"> goals, li">timeframe li"> and allocation of resources. 
• li">Ensures accuracy and consistency in borrower verifications by automated data import to reduce manual entry and minimize errors while safeguarding the integrity of the information collected. 
• li">Oversees borrower/lessee compliance with loan and lease agreements, protecting company interests and ensuring contractual adherence. 
• li">Partners with clients on complex servicing actions, li">identifying li"> documentation deficiencies and account status changes, levering li">expertise li"> to streamline solutions and add value. Strategically prioritizes and evaluates material services requests, enhancing operational efficiency and supporting seamless transactions processing. 
• li">Exercises sound judgement in credit decisions, li">optimizing li"> risk management by approving, li">declining li"> or li">escalating li"> as necessary. 
• li">Conducts thorough research on transactional requests, delivering insights that support effective servicing actions and improve client satisfaction. 
• li">Performs comprehensive reviews of lending partners' documents, resolving discrepancies to ensure accuracy and li">maintain li"> strong direct or in-direct relationships. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Communicates effectively with clients to secure necessary information and convey approval conditions, li">facilitating li"> clear and productive interactions. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Guides and leverages data analytics and systems by extracting information from various applications and systems to develop user friendly final outputs. Demonstrates li">proficiency li"> in all necessary operation systems, including loan setup, maintenance, Smartsheet and report analysis to ensure all necessary data points are captured. 
• li">Explores opportunities for integration with other technologies that can support product delivery and improve efficiency, including loan accounting systems, CRM tools or other relevant software. 
• li">Researches and li">determines li">cause li"> of data information transfer. 
• li">Identifies and participates in process/procedure improvements, enhancements and development within the Program Finance division for increased productivity, including but not limited to representation for Compeer business technology changes or improvements. 

The skills and experience we prefer you have:

• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Bachelor's degree in finance, accounting, business administration or related field or an equivalent combination of education and experience. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Advanced-level experience in a financial services environment that includes experience in loan closing, li">servicing li"> and credit analysis.  
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Systems support experience in a financial institution preferred.
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Advanced data, analytical and problem-solving skills needed to interpret complex datasets and li">identify li"> trends. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to work independently, with proven skills in partnership and leadership. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Strong communication li"> and relationship skills, including li">demonstrated li"> effective client service and team skills. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to remain objective in balancing business needs and risk. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to li">identify li"> and highlight discrepancies, document decisions and li">identify li"> patterns.  
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Approaches li">difficult situations li"> with a positive attitude by effectively guiding teams, recommending strategic li">decisions li"> and fostering a motivating and productive work environment. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Excellent management skills and keen for risk evaluation with an ability to communicate effectively with stakeholders. 
• li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}"> li" data-ccp-parastyle-defn="{"ObjectId":"8d7a56e0-a7b7-54f4-a484-015288fb6a82|1","ClassId":1073872969,"Properties":[268442635,"22",469777841,"Times New Roman",469777842,"Times New Roman",469777843,"Times New Roman",469777844,"Times New Roman",469769226,"Times New Roman",469775450,"ul > li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Deep knowledge of loan accounting systems, loan documentation and credit requirements.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.