Loan Processor Agri-Access and Leasing

Compeer Financial; Compeer; Hybrid; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model up to 50%

Flexible schedules including ample in夏

Up to 9% 401k contributions (Compeer +

Medical, dental, vision, HSA/FSA, life

Disability, wellness program & EAP

Vacation, sick leave, holidays, and p-

Learning and development programs

Mentorship programs

Cross-functional committee involvement

Professional membership/certification

Casual/seasonal & intern eligibility

Job summary

Compeer Financial in Illinois, Minnesota and Wisconsin is seeking an detail-oriented loan processor to manage new PCA loans from application through post-close. You will be the client point of contact, ensure accuracy and timely documentation, and coordinate with financial officers to meet deadlines.

The role offers a hybrid work model up to 50% and benefits including medical, dental, vision, and retirement contributions.

Qualifications

• High school diploma or GED required.
• Entry-level experience in loan processing or similar role preferred.
• Strong attention to detail and ability to follow procedures.
• Excellent written and verbal communication skills.
• Proficient in Word, Excel and Outlook; quick to learn new systems.
• Knowledge of farming operations or agriculture is a plus.

Responsibilities

• Process loans from application through post-close activities.
• Serve as client point of contact, delivering high-level service.
• Collaborate with Financial Officers to gather pre-qualification information and meet deadlines.
• Prepare accurate loan documents and monitor closing conditions.
• Ensure regulatory compliance and file integrity throughout loan life cycle.

Skills

Attention to detail

Strong communication

Time management

Team collaboration

Adaptability

Problem solving

MS Word

MS Excel

MS Outlook

Education

High school diploma or GED

Tools

Loan origination systems

Job description

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.

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.

Where you will work:

This position offers a hybrid work option up to 50% and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make:

Facilitates the client journey through the processing of new PCA loans, including all aspects of product delivery before, during and after closing. Serves as a client point of contact, establishing strong relationships through exceptional levels of service. Maintains a high degree of accountability throughout the loan life cycle, including aggregating and organizing all loan documentation, retaining accurate and complete electronic files, completing loan due diligence tasks, preparing loans for booking and completing post-close activities.

A Typical Day

Loan Processing and Client Service

• Serves as a client point of contact, establishing strong relationships through exceptional and consistent service. Proactively identifies client needs and resolves a variety of requests via phone, online and in-person to ensure a positive and consistent experience.
• Collaborates with Financial Officers (FOs) across all Compeer locations to obtain pre-qualification information, including gathering prospect or client information (e.g. drivers' licenses, financials, information pertaining to scope of operations, and entity documentation) necessary to qualify a loan opportunity. Works proactively with FOs across regions in order to meet tight deadlines.
• Prepares accurate operating and term loan documents for new loans, from the point of loan application through loan finalizing to include monitoring of closing conditions, ensuring accuracy.
• Serves as the Deal Champion on all submitted loans by having a broad working knowledge of Association processes and policy.
• Assists in following Territorial Concurrence procedures, ensuring compliance with regulations.
• Ensures accuracy of loan pricing and fees and document any exception approvals; prepares rate lock agreement and monitor closing deadlines.
• Completes loan verification requirements related to loan documents, reviews entity and trust documentation and ensures compliance with applicable regulations. Partners with respective parties to ensure loan conditions are satisfied.

Post Closing Activities

• Approves loan disbursements and book loans.
• Perfects lien position, following up on UCC terminations or other lien releases, obtaining vehicle titles, and ensuring first lien position.
• Obtains assignment of indemnity as required for insurance.
• Maintains accuracy of the chattel tracking system and coordinate with teammates to enhance the client experience.
• Maintains understanding of and ensures compliance with all regulations and procedures associated with loan closing.

The Skills And Experience We Prefer You Have

• High school diploma or GED.
• Entry-level experience in loan processing or similar role.
• Ability to work in a collaborative team environment and adhere to the organization’s mission and vision.
• Ability to initiate, organize and prioritize work.
• Keen eye for detail, which ensures accuracy and compliance in all loan documentation and processing steps.
• Strong communication skills and ability to effectively serve as a liaison between internal and external parties.
• Adaptable to changes to help mitigate risks and seize opportunities for improvement.
• Effective conflict resolution skills with the ability to foster a supportive environment where collaboration leads to problem-solving and innovation.
• Committed to providing excellent client service by prioritizing client needs and working diligently to offer effective and timely solutions.
• Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products.
• General knowledge of farming operations and agriculture preferred.

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

$42,300 - $60,100 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.