Collateral Services Administrator

Compeer; Fond du Lac, Northern (WI, KY); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid work up to 50%

Flexible schedules

401k contributions up to 9%

Medical, dental, vision, HSA/FSA

Life & AD&D insurance

Disability insurance

Wellness program

Volunteer time off

Learning & development

Inclusion Council participation

Job summary

Compeer Financial is a member-owned cooperative focusing on agricultural finance, offering a hybrid work model and robust benefits. The role centers on collateral administration, ensuring accuracy and compliance through the life cycle of collateral documents.

You will support lien protection, document control, and file lifecycle management while collaborating across teams in a flexible, growth-oriented environment.

Qualifications

• Associate's degree in accounting, business administration, legal, agriculture or related field or equivalent.
• Experience in accounting, business administration, legal or agriculture with exposure to collateral management or document control preferred.
• Experience in filing, analyzing and managing Collateral under UCC guidelines preferred.
• Knowledge of titling requirements.

Responsibilities

• Collaborate with teams to provide timely and accurate collateral and financial information requests.
• Ensure data integrity and confidentiality while handling sensitive client information.
• Review and maintain collateral documents to protect the organization’s lien position.
• File, amend and track collateral documentation using digital tools and databases.

Skills

Communication

Data integrity

Identity verification

MS Office

Problem solving

Confidentiality

Teamwork

Education

Associate's degree (accounting / business / legal / agriculture)

Tools

MS Office (Excel, Word, Outlook)

SharePoint

Client database applications

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.

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
• 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.

Where you will work:

This position offers a hybrid work option up to 50% and is based out of the Fond du Lac, WI office location.

The contributions you will make:

This position ensures the accuracy and enforceability of the organization’s collateral. Ensures documentand filing requirements are met and maintained from origination through the entire life cycle of a product,including post-paid transactions. Assists with the acquisition, safeguarding, maintenance, monitoring andrelease of collateral documents held as security to fortify the collateral position covering Compeer’sproducts.

A typical day:

• Works collaboratively to build strong relationships with clients and provide timely and accurate support for collateral and financial information requests.
• Creates a positive work environment and demonstrates positiveculture behaviors.
• Delivers consistent, high-quality and professional service thatupholds the organization's commitment to its values and clients.
• Ensures data integrity by identifying and escalating discrepancies toappropriate subject matter experts.
• Applies identity verification and confidentiality protocols with precision in order to ensure data privacy and the safeguarding of personal information.

Collateral & Loan Administration

• Utilizes strong understanding of the Uniform Commercial Code(UCC), multi-state vehicle titling, and FCA and financial regulationsin order to protect the organization's collateral interests.
• Reviews, analyzes and maintains accurate collateral documents toprotect the organization’s lien position.
• Uses digital tools and databases to file, amend and track allcollateral documentation.
• Manages document lifecycle from orignation/purchase to release,ensuring completeness and compliance.
• Confirms client wire transfers and related requests to protectorganizational integrity and mitigate risk.

Industry & Compliance Expertise

• Maintains current knowledge of financial and UCC industryregulations, changes and emerging best practices.
• Participates in professional growth opportunities, training,workgroups and industry events to enhance skill sets and contributeto team effectiveness.

The skills and experience we prefer you have:

• Associate's degree in accounting, business administration, legal, agriculture or related field orequivalent combination of education and experience sufficient to perform the essential functionsof the job.
• Experience in accounting, business administration, legal or agriculture with exposure to collateral management or document control preferred.
• Experience in filing, analyzing and managing Collateral under UCC guidelines preferred.
• Knowledge of titling requirements.
• Ability to processes complex information with consistency and precision.
• Ability to communicate clearly and professionally, both verbally and in writing, across all levels ofthe organization.
• Strong problem-solving and critical thinking skills with demonstrated ability to identify issues,propose solutions and exercise sound judgment in decision-making.
• Strong organizational and time management skills with an aptitude for balancing multiple prioritiesin a fast-paced, deadline-driven environment.
• High level of integrity and the ability to maintain confidentiality of sensitive client andorganizational data.
• Demonstrated flexibility and collaboration, adjusting effectively to new information, priorities orprocedures.
• Proficiency with MS Office (Excel, Word, Outlook, SharePoint) and client database applications.

#IND2 00

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.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Compeer Financial’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.