This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN office.

The contributions you will make: 

This position assists Compeer's internal and external clients by providing support to Diversified Markets Sales and Credit large Ag Lending Credit, RAU, Emerging Markets and Bonds with processing and administrative duties.  Ensures the accuracy and completeness of OnBase and database records including, but not limited to probability default (PD), loss given default (LGD), and other business and personal information for risk analysis, while monitoring the credit committee process.  Tracks and verifies appropriate approvals and signatures obtained from credit committee, capital markets groups, prior or excess approval, and territorial concurrence.

A typical day: 

Administrative Support

• Leveraging the appropriate software applications, accurately tracks and verifies processing, communications and compliance activities in collaboration with relationship managers and analysts, ensuring data integrity and alignment with business objectives.
• Updates and reconciles financial ticklers in Salesforce, ensuring the timely reconciliation of compliance documents. Completes monthly audits of outstanding financial reports to maintain accurate records.
• Ensures compliance and organizational efficiency by systematically organizing and maintaining client files within e-files and OnBase, adhering to Compeer's retention schedule for streamlined access and retrieval.
• Manages logins and passwords for internal and external personnel across multiple extranet sites, ensuring secure and seamless access.
• Supports efficient operations by assisting in the retrieval of documents within e-files and OnBase, facilitating quick access to critical information for business continuity.
• Maintains and uses up-to-date service plans, ticklers and work logs to track progress of servicing actions from receipt to completion and ensure proper documentation for the credit approval process.
• Stay informed on processes, procedures, and technical competencies, proactively identifying and implementing opportunities for process improvement to enhance business performance.
• Provides solutions to the most complex internal and external client inquiries by providing necessary documentation to fulfill credit compliance requirements for ongoing deals.

Processing Support

• Tracks and communicates the status of required client documentation, fostering timely collaboration and informed decision-making.
• Coordinates the distribution of essential information and documents, such as preliminary credit assessments and draft loan agreements, to participants in syndication or capital market transactions.
• Utilizes various communication platforms, including email and document management sites, to facilitate this process and gathers feedback to relay to the appropriate relationship managers or credit analysts.
• Assists in the preparation and coordination of bank/lender meetings, ensuring all logistics and confirmed attendance are managed effectively for productive engagements.
• Ensures compliance through the timely processing and transfer of legal documents to the Legal department, maintaining responsiveness to business needs.
• Prepares and distributes concise and secure correspondences and documents for the lender group, ensuring all communications are delivered accurately and promptly.

Loan Participation Coordination

• Collaborates with leadership, relationship managers and credit teams to ensure the timely and accurate preparation of participant documents, supporting streamlined syndication processes.
• Compiles and tracks the approval status of other lender partners for approval of servicing requests and credit commitments.
• Creates, monitors, manages and maintains our SyndTrak Syndication sites. Establishes user roles and access and coordinates the secure posting, saving and indexing of documents to support efficient syndication operations and client satisfaction.

Team Support

• Collaborates with team members in cross-training initiatives, ensuring all team members are equipped to handle critical tasks and maintain seamless operations during absences.
• Monitors the AgriAccess new applications inbox for incoming loan requests for lending partners.
• Processes approvals for Diversified Markets Credit large Core Credit, RAU, Emerging Markets and Bonds along with tracking participation approvals from the Capital Markets Group.
• Tracks and monitors credit committee follow-up requirements and legal audit requirements.

The skills and experience we prefer you have: 

• Associate's degree in business administration, accounting, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• 2-4 years of experience, preferably in a financial services industry.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Excellent client service skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Solid organizational skills, along with accuracy and attention to detail.
• Strong project coordination skills.
• High level of initiative.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.

#IND200

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.

To apply please click on APPLY TO THIS POSITION