Sr Dairy Lending Specialist

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

Benefits offered by this job

Hybrid work model

Flexible schedules

401k with company match

Medical, dental, vision insurance

HSA/FSA options

Life & AD&D insurance

Disability insurance

Wellness program

Paid time off

Parental leave

Job summary

Compeer Financial in Wisconsin seeks a seasoned commercial lender to originate and structure mid-size loan opportunities for agricultural and related businesses. You will counsel clients, assess credit, and grow relationships with existing and prospective clients while collaborating with marketing and leadership.

The role offers a hybrid work arrangement in Fond du Lac, with travel as needed to engage local farming communities and regional groups.

Qualifications

• Bachelor's degree in Business Administration, Ag Sales, Finance or 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.

Responsibilities

• Originates, structures, and makes credit recommendations 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.
• 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.

Skills

Sales experience

Credit operations

Public speaking

Client service

Farm finance knowledge

Farm production knowledge

Regulatory compliance knowledge

Education

Bachelor's degree in Business Administration, Ag Sales, Finance or related agricultural field; or equivalent work experience

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
• 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 visitwww.compeer.com/careers.

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.