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 Mankato, MN; Lakeville, MN; Bloomington, IL or Sun Prairie, WI office.
The contributions you will make:
This position plays a critical role in Compeer’s digital lending strategy, focusing on the origination and servicing of loans for small agricultural clients, as defined by gross farm income. Clients are sourced through inbound opportunities such as marketing-generated leads and online loan applications. Serving as the primary point of contact, this position builds relationships from the first interaction—guiding clients through the lending process and delivering personalized support exclusively through digital channels. Ensures a seamless, consistent experience that fosters trust and drives long-term engagement
A typical day:
Loan Origination and Credit Process
- Serves as the primary loan originator for small clients, guiding them through digital loan applications, renewals and new money requests.
- Recommends appropriate loan structures, terms and products based on client needs and credit parameters.
- Collaborates with credit partners and accurately prepares documentation in systems like Blend, nCino and Salesforce. Ensures timely and compliant processing of all credit requests.
Client Relationship Management
- Acts as the ongoing relationship manager for assigned clients, handling inquiries, resolving issues and identifying growth opportunities.
- Proactively engages with clients to support evolving financial needs and recommends additional services when appropriate.
- Partners with internal business units (e.g., crop insurance, tax & accounting) to support a holistic client experience.
- Maintains accurate records of client interactions, loan activity and service follow-ups.
Lead Generation and Conversion
- Responds to inbound marketing leads and online loan applications, providing timely outreach and needs assessment.
- Conducts follow-up through phone and email to convert digital leads into funded opportunities.
- Supports focused campaigns during key lending or seasonal cycles to drive cross-sell and upsell activity.
- Collaborates with Marketing and other Business Units to ensure lead handoffs and campaign execution are seamless and effective.
- Ensures all client and prospect communications reflect Compeer’s brand, tone and service standards.
Product Knowledge and Internal Collaboration
- Stays current on Compeer’s lending products, pricing, eligibility criteria and competitive advantages.
- Communicates credit and product knowledge clearly to clients in a consultative manner.
- Works closely with Credit, Marketing and Operations teams to continuously improve digital workflows and client satisfaction.
The skills and experience we prefer you have:
- Associate’s degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- Prefer Bachelor’s degree in related field.
- Minimum 7 or more years experience in lending, banking, or digital client service required.
- Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
- In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.
- Comprehensive knowledge of loan products, credit concepts and financial services with the capability to explain complex details and terms clearly to clients.
- Demonstrated success in lead generation, including proactive outreach through calls, emails and client engagement.
- Strong analytical skills for documenting client interactions and preparing detailed reports to support data-driven leadership decisions.
- Proven problem-solving skills with a proactive approach to client service and addressing needs.
- High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.
- High attention to detail with strong organizational skills to manage multiple client interactions and follow-up tasks efficiently.
- Ability to collaborate effectively with cross-functional teams and contribute to achieving organizational goals.
- High level of integrity. Flexible and adaptable to changing situations. Ability to remain objective in balancing business needs and risk.
- Exceptional communication and relationship-building skills in a virtual environment.
- Organized, detail-oriented and skilled at managing multiple client relationships and loan processes concurrently.
- Proficiency in Microsoft Office; familiarity with Salesforce, Blend and nCino is a plus.
#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.
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.
Top Skills
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.
