Jobs at Compeer Financial

Leads discovery and prioritization of AI-enabled product opportunities across client, business, technology, data, security, and risk teams. Designs experiments, validates hypotheses, evaluates AI autonomy and human oversight, and uses qualitative and quantitative evidence to guide investment decisions. Builds opportunity portfolios, develops responsible AI practices, and drives organizational alignment and learning without formal authority.

Develop and support Salesforce applications, integrations, custom Apex code, and Lightning Web Components. Design technical solutions, process flows, and specifications; conduct code reviews and software testing; resolve application defects; optimize system performance; and collaborate with cross-functional teams to meet business requirements.

Directs technology product management strategy across a digital product portfolio. Leads product vision, roadmaps, OKRs, investment prioritization, agile transformation, and cross-functional collaboration with executive, engineering, operations, marketing, and business teams. Builds and mentors high-performing teams, drives product adoption and optimization, manages stakeholder expectations, and aligns technology initiatives with organizational goals in a regulated financial-services environment.

Provides tax preparation, planning, consulting, and accounting services for agricultural and rural-community clients. Prepares tax returns and estimates, researches planning opportunities, maintains client portfolios, processes accounting transactions, prepares financial statements, supports payroll and year-end reporting, and answers tax and accounting questions. The role also mentors interns, develops client relationships, markets financial services, and participates in client visits and educational programs under the guidance of a Senior Tax Consultant.

Provides front-line client service and loan servicing support, including renewals, document coordination, account maintenance, payment processing, reconciliations, compliance documentation, and issue resolution. Supports sales and contact center teams, identifies fraud risks, and maintains accurate client records. Also coordinates office operations, events, supplies, mail, equipment, and building-service requests while serving as an office ambassador.

Leads strategy, execution, optimization, and reporting for personalized, data-driven marketing campaigns across email, SMS, web, and automated customer journeys. Serves as the Salesforce Marketing Cloud subject matter expert, managing segmentation, lead scoring, lifecycle programs, deliverability, compliance, analytics, vendor relationships, and platform adoption. Partners cross-functionally to support demand generation, account-based marketing, events, and customer engagement while mentoring users and establishing scalable marketing automation standards.

Analyzes and improves wholesale finance products, processes, systems, and data. Supports product roadmaps, product development, technology integrations, process rollouts, training, troubleshooting, KPI tracking, reporting, and dashboard development. Partners with business, sales, operations, technology, vendors, and leadership to identify opportunities, solve issues, improve efficiency, enhance client experiences, and support strategic decision-making.

Provides client service and relationship management for a portfolio of crop insurance clients. Supports insurance sales through policy documentation, claims coordination, quotes, reporting, data entry, document management, and cross-selling opportunities. Collaborates with sales teams, underwriters, insurance providers, adjusters, and clients while ensuring compliance, accuracy, and strict deadline adherence. Uses Salesforce, Power BI, ServiceNow, OnBase, Microsoft Office, and insurer systems to manage records and support crop insurance operations.

Provides front-line client service, loan renewal and servicing support, account transaction processing, document coordination, payment reconciliation, and issue resolution. Maintains accurate loan and client records while following policy, compliance, and regulatory requirements. Supports sales and contact center teams, helps identify fraud, and coordinates office operations, events, supplies, mail, and building service requests. Builds relationships with clients, internal teams, and third parties in a hybrid financial-services environment.

Supports infrastructure engineering activities across cloud and on-premises platforms, including documentation, monitoring, automation, lifecycle planning, disaster recovery, incident management, and continuous improvement. The intern assists with reliability, security, resiliency, and modernization initiatives under experienced engineers' guidance while collaborating with security, architecture, application, service management, vendors, and business teams.

Supports IT Operations through service reporting, documentation, asset and configuration management, ticket and service-management processes, operational tracking, and process improvement. The intern gathers and validates data, maintains knowledge articles and procedures, assists with audits and remediation tracking, and collaborates with IT teams, business partners, and vendors. The role also develops technical and professional skills while using AI tools responsibly and protecting confidential information.

Provides frontline client service, loan renewal and servicing support, account transaction processing, document coordination, payment reconciliation, compliance support, and issue resolution. Coordinates office operations, events, supplies, mail, equipment, and building services while supporting sales and contact center teams. Maintains accurate loan and client records, identifies fraud risks, and ensures transactions follow organizational policies and regulatory requirements.

Partners with business-unit leaders on budgeting, forecasting, financial modeling, profitability analysis, management reporting, operating reviews, and strategic decision support. Analyzes financial results, variances, risks, opportunities, and performance metrics; develops recommendations to improve profitability and business outcomes. Guides reporting and planning processes, supports investment and ROI analysis, and communicates financial insights to senior management.

Provides client service and sales support for a crop insurance portfolio. Manages client relationships, policy documentation, claims, reports, data entry, and compliance reviews while assisting the sales team with quotes, appointments, cross-selling, and sales events. Maintains accurate records across insurance, CRM, and document management systems and meets strict reporting deadlines.

Paid internship supporting Compeer Financial’s education and events programming. Responsibilities include maintaining a client-facing Learning Management System, developing reports and e-learning modules, coordinating internal and client events, and assisting with virtual event and webinar production and marketing. The role requires strong communication, organization, attention to detail, initiative, multitasking, teamwork, and proficiency with Microsoft Office.

Provides front-line client service, loan renewal and servicing support, account transaction processing, payment reconciliation, document coordination, compliance support, and office administration. The role resolves client inquiries, maintains accurate loan and account records, supports sales and contact center teams, coordinates office events and supplies, and serves as a liaison among clients, internal teams, and third parties.

Develops and administers complex ETL and ELT data integration solutions using Microsoft Fabric, SQL Server, Lakehouses, Warehouses, pipelines, notebooks, and SSIS. Designs reliable data flows, consumption views, semantic datasets, and enterprise data models; troubleshoots data quality and pipeline issues; supports database administration, backup and recovery, reporting, deployment, and CI/CD. Collaborates with business, analytics, technical, vendor, and reporting teams to deliver secure, scalable, trusted data products.

Processes, coordinates, funds, and services real estate-secured loan transactions. Reviews underwriting conditions, title and collateral documents, settlement statements, lien filings, and closing requirements. Coordinates with internal departments, clients, title companies, appraisers, and other external partners. Conducts closings, explains documents, secures signatures, administers funding, maintains records, supports loan servicing, and completes post-close reviews for regulatory and policy compliance.

Paid communications internship supporting a corporate communications team. Responsibilities include creating intranet and digital message board content, maintaining editorial calendars, assisting with communication plans, developing presentations, reporting metrics, summarizing meetings, and supporting photo and video projects.

Generates and qualifies leads through high-volume outbound calls and inbound inquiries, conducts cross-sell and upsell outreach, and transitions opportunities to sales teams. Maintains Salesforce records, supports marketing campaigns, storefront operations, direct mail, content publishing, and performance reporting. Collaborates with Marketing, Sales Enablement, and business units while contributing to process improvement and client experience consistency.