Closing Coordinator Agri-Access

Posted 13 Days Ago
Be an Early Applicant
Johnston, IA, USA
In-Office
47K-67K Annually
Junior
Fintech • Financial Services
The Role
Process, close, fund and service real-estate secured transactions. Ensure regulatory and policy compliance, collect and verify documents, order title/appraisals/flood determinations, review title and collateral documents, prepare settlement statements, execute funding and booking, file legal documents, perform post-close reviews, and provide internal/external client support for lending transactions.
Summary Generated by Built In

Empowered to live. Inspired to work.
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.

How we support you:

  • 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!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 


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

The contributions you will make: 

Responsible for the accurate processing, closing, funding and servicing of transactions secured by real estate properties. Ensures closings are completed in accordance with regulations, policies and procedures. 

A typical day: 

Processing and Documentation

  • Follows established organizational policies and procedures to ensure transactions meet legal compliance with lending laws and 
    regulations.
  • Supports several business units, as needed.
  • Collects documents and ensures appropriate due diligence is completed to confirm all underwriting conditions are met.
  • Verifies accuracy of legal descriptions, property ownership and legal access for real estate secured transactions of the organization. 
  • Coordinates with Compeer departments and external companies to order title commitments, appraisals and flood zone determinations. 
  • Follows regulatory guidance as applicable.
  • Reviews title insurance commitments, deeds, real estate title documents, Uniform Commercial Code filings, fixture filings, and 
    other related documents to confirm the organization’s collateral lien position.
  • Confirms legal documents required to close a transaction and parties required to sign each legal document.
  • Independently creates or reviews settlement statements and/or disbursement agreements in accordance with the transaction to 
    ensure the funds are disbursed accurately.
  • Administers funding execution and proper booking and data maintenance.
  • Work with Legal Department and Title Review teams on collateral related documents, such as Consents, Subordinations and Contract Assignments, as needed. Drafts supplemental loan closing documents when necessary.
  • Files legal documents with appropriate government entities to perfect Compeer’s lien position.
  • Answers questions and provides solutions to internal and external clients on matters relating to the organization’s procedures involving closings, legal documents, title insurance, real estate and chattel collateral.

Client Service

  • works closely with internal and external clients to set up, organize, verify and close mortgage loans, short-term loans and large 
    transactions for all business units serving the organization’s clients.
  • Collaborates with sales to service all aspects of client relationships within the lending territory. Assists team members with transactions and loan servicing.
  • Provides exceptional client service, determines client needs and meets those needs to the extent of delegated authority, including 
    disbursement of funds and working within credit underwriting guidelines.
  • Assists Lending Client Coordinators by providing backup to all job functions as needed

Transaction Final Review

  •  Conducts a post-close review of transactions to ensure they were closed in accordance with the organization’s policies and 
    procedures. Reviews all documents related to the transaction.
  • Documents the actions that were taken to ensure the organization has obtained the expected lien position or its equivalent, as required by law and by the organization’s policies and procedures.
  • Remains current with regulatory and compliance procedures to ensure all transactions comply.

The skills and experience we prefer you have: 

  • Associate’s degree in accounting, business administration, legal, agriculture or related field; or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • No prior leadership or management experience required; one year of relevant experience, such as title or legal, preferred.
  • Closing Agent License; Insurance Producer License preferred (or ability to obtain within twelve months (where applicable).
  • Commissioned as a Notary Public for the state (or ability to obtain within three months); may include e-notary.
  • Working knowledge of loan approval processes and requirements, personal property security documents, real estate, legal, banking, security requirements and title insurance.
  • Working knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation.
  • Basic accounting and mathematical skills to calculate data, reconcile funds and determine payoffs.
  • Background in agriculture preferred.
  • Skill in processing complex, detailed information in an accurate and thorough manner.
  • Effective interpersonal, oral and written communication and client service skills.
  • Effective organizational and time management skills.
  • Computer skills, including MS Office applications and programs and/or other systems needed to perform functions of the role (Webex and Video conferencing).
  • Ability to work with a wide variety of internal and external clients.
  • Ability to multi-task with tight deadlines in a fast-paced, team environment
  • Valid driver’s license.

#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.

Base Pay
$47,100$66,600 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

Skills Required

  • Associate's degree in accounting, business administration, legal, agriculture or related field, or equivalent combination of education and experience
  • One year of relevant experience (title or legal experience preferred)
  • Closing Agent License (where applicable)
  • Insurance Producer License or ability to obtain within 12 months (where applicable)
  • Commissioned Notary Public for the state or ability to obtain within three months (may include e-notary)
  • Working knowledge of loan approval processes, personal property security documents, real estate, legal, banking, and title insurance
  • Working knowledge of legal descriptions and collateral documents for document preparation
  • Basic accounting and mathematical skills to calculate data, reconcile funds and determine payoffs
  • Effective interpersonal, oral and written communication and client service skills
  • Effective organizational and time management skills, ability to multi-task with tight deadlines
  • Computer skills, including MS Office applications and video conferencing tools (Webex)
  • Valid driver's license
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The Company
HQ: Sun Prairie, WI
853 Employees
Year Founded: 2017

What We Do

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations. By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services. As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.

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