Sr Dairy Lending Specialist

Compeer Financial; Fond du Lac (WI); Hybrid; USD 119,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

401k match

Medical, dental, vision

HSA/FSA

Life & AD&D insurance

Disability insurance

Wellness program

Parental leave

Volunteer time off

Learning & development

Inclusion Council / diversity groups

Certification reimbursement

Job summary

Compeer Financial, a member-owned cooperative serving Illinois, Minnesota and Wisconsin, seeks a Senior Commercial Loan Officer in Fond du Lac, WI. You will originate, structure, and service loans for agricultural and commercial clients while building lasting relationships.

This hybrid role offers flexible schedules, professional development, and leadership paths within a collaborative team; familiarity with ag business and cross-functional projects is valued, with mentoring opportunities.

Qualifications

• Bachelor’s degree in business administration, agriculture sales, finance, or related field.
• Advanced-level sales, credit or related industry experience.
• Knowledge of federal/state laws, regulations and compliance for the financial industry.
• Experience with loan products and credit operations.
• Knowledge of farm production methods and farm business management/finance.
• Advanced knowledge of sales/marketing and client service principles.
• Strong public speaking and industry knowledge for community/public engagement.

Responsibilities

• Originate, structure and credit mid-size commercial accounts.
• Develop new loan business by building relationships with clients.
• Mentor less experienced team members and support growth.
• Collaborate with Marketing on product campaigns and programs.
• Provide cross-sell opportunities and client education to enhance service.

Skills

Bachelor-level degree

Advanced sales/credit

Laws & compliance

Value-added business

Loan products/credit ops

Farm production knowledge

Sales/marketing & client service

Public speaking

Education

Bachelor’s degree in Business Administration / Ag Sales / Finance

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% remote and is based out of the Fond du Lac, WI office location.

The contributions you will make:

This position is responsible for developing and growing new business through counseling and servicing of existing clients while pursuing new loan sales development opportunities with prospective clients. Builds strong client relationships and provides innovative and workable alternatives to solve problems that client face in ongoing agricultural operations. Provides mentorship and guidance to less experienced team members

A typical day:

• Originates, structures and makes credit recommendation on medium size commercial account transactions.
• Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
• Maintains prospect files and establishes ongoing prospecting plans and activities.
• Assists leadership in developing and delivering Animal Ag business plan objectives and marketing programs that enable the organization to meet business goals.
• Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed.
• Represents the organization for select moderately complex commercial accounts including some multi-lender relationships.
• Provides creative solutions and cross-sells value-added financial services to existing clients.
• Maintains and delivers the appropriate systems and structures to support a relationship selling culture.
• Delivers public relations, client education, and client relations programs to enhance client service levels.
• Works with client to gather and analyze their financial information.
• Processes new loan applications, renewal of existing operations for commercial real estate loans.
• Follows up with client to request financials to ensure up to date accurate information as needed. • Discusses and collects required financial documentation with the client and quality of financials reported.
• Makes frequent formal presentations to various local and regional agricultural groups.

The skills and experience we prefer you have:

• Bachelor’s degree in Business Administration, Ag Sales, Finance or a related agricultural field; or equivalent work experience.
• Advanced-level sales, credit or related industry experience.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry.
• Knowledge of “value added” business and farming concepts.
• Experience with loan products and services, as well as credit operations.
• Knowledge of farm production methods, farm products, and farm business management/finance.
• Advanced knowledge of sales/marketing and client service principles are essential in area of expertise.
• Represents the organization in community/public situations where excellent public speaking, client service skills, and industry knowledge is needed.

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

$118,500 - $180,000 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.