Closing Coordinator

Compeer Financial; Fond du Lac (WI); Hybrid; USD 47,100 - 66,600; Full time

Benefits offered by this job

401(k) contributions

Flexible schedules

Medical, dental, vision insurance

Vacation and sick leave

Job summary

Compeer Financial in Fond du Lac, WI, is looking for a team member responsible for processing and closing transactions secured by real estate properties. This hybrid position requires ensuring legal compliance with regulations and coordinating with various departments.

Preferred candidates will have an Associate’s degree in a relevant field and knowledge of loan processes. Benefits include flexible schedules and up to 9% contribution to a 401(k).

Qualifications

• Associate’s degree in accounting, business administration, legal, or agriculture.
• Closing Agent License preferred or ability to obtain within twelve months.
• Working knowledge of loan approval processes and requirements.

Responsibilities

• Process and close transactions secured by real estate properties.
• Ensure transactions meet legal compliance with lending laws.
• Collect documents and confirm underwriting conditions.

Skills

Knowledge of loan approval processes

Basic accounting skills

Mathematical skills

Education

Associate’s degree in accounting or related field

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 provide financial services that support agriculture and rural communities.

How we support you

• Hybrid model – up to 50% work from home
• Flexible schedules, including ample flexibility during the summer months
• Up to 9% contribution to a 401(k) (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AM & 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
• Cross‑functional committee opportunities (e.g., Inclusion Council, emerging professional groups)
• Professional membership/certification reimbursement and more

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

Where you will work

This position offers a hybrid option to allow for occasional remote work, primarily from the Fond du Lac, WI 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

• Follow established policies to ensure transactions meet legal compliance with lending laws and regulations.
• Collect documents and ensure due diligence is completed to confirm all underwriting conditions are met.
• Coordinate with Compeer departments and external companies to order title commitments, appraisals and flood zone determinations.
• Review title insurance commitments, deeds, real estate title documents, UCC filings, fixture filings, and other related documents to confirm the organization’s collateral lien position.
• Independently create or review settlement statements and/or disbursement agreements to ensure accurate fund disbursement.
• Coordinate on‑site and off‑site closings, execute the closing transaction, explain all forms, answer client questions and secure signatures as required.
• Administer funding execution and maintain booking and data accuracy.
• Work with Legal Department and Title Review teams on collateral related documents such as consents, subordinations and contract assignments.
• Collaborate with sales to service all aspects of client relationships within the lending territory.
• Assist Lending Client Coordinators by providing backup to all job functions as needed.
• Conduct a post‑close review of transactions to ensure compliance with policies and procedures.

The skills and experience we prefer

• Associate’s degree in accounting, business administration, legal, agriculture or related field, or an equivalent combination of education and experience.
• 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 for document preparation.
• Basic accounting and mathematical skills to calculate data, reconcile funds and determine payoffs.

Compensation

Base pay range: $47,100 - $66,600 USD. 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.