Team Leader Solutions and Data Management

Compeer Financial; Onalaska (WI); Hybrid; USD 76,000 - 114,000; Full time

Benefits offered by this job

Hybrid work model

401k match

Medical insurance

Dental insurance

Vision insurance

Life & AD&D

Short/Long-term disability

Wellness program

Paid time off

Mentorship

Job summary

Compeer Financial in the United States (WI/IL/MN) is seeking a senior leader to supervise the Home Solutions and Data & Reporting teams. You will oversee system configuration, project prioritization, and coordination across the technology suite for the Compeer Home department.

You will guide business intelligence and reporting, ensure compliance, and lead the mortgage price desk function, while nursing a culture of collaboration and process efficiency.

Qualifications

• Bachelor's degree preferred in business administration, management or related field.
• Prior experience with loan origination systems, appraisal reporting and credit underwriting.
• Prior experience with loan origination suite of products, including setting roadmaps, strategy and direction.
• Advanced-level experience in consumer lending in a financial institution.
• Knowledge of federal and state laws, regulations and compliance requirements for the financial industry.
• Leadership skills to manage remote teams and mentor staff.
• Strong listening and communication skills at all levels of the organization.
• Experience with client service, problem solving and decision making.
• Familiarity with accounting and finance principles and consumer compliance regulations.

Responsibilities

• Hires, develops, motivates, coaches, evaluates, trains and rewards department team members.
• Promotes a positive work environment and leverages team talents to achieve goals.
• Communicates business expectations and goals to the team and oversees results.
• Organizes regular team meetings to stay informed on department topics.
• Manages workloads and prioritization of projects within the Compeer Home solutions and data/reporting teams.
• Develops and maintains efficient processes related to technology updates and system configurations.
• Ensures compliance with industry standards and regulations in reporting and review functions.
• Leads data sourcing for market intelligence and sales leads, and reviews compliance across lending regulations.

Skills

Leadership

Communication skills

Client service

CRM programs

Team management

Education

Bachelor's degree preferred in business administration or related field

Associates' degree with experience

Tools

Loan origination systems

Appraisal reporting systems

MS Office

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.

Where you will work:

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

The contributions you will make:

This position provides supervision and leadership to the Compeer Home Solutions and Data and Reporting teams. Manages the process of system configuration and enhancements, project prioritization, and coordination of priorities on behalf of Compeer Home's technology suite. Oversees business intelligence and reporting, managing day to day analysis of data and reporting for the benefit of the Compeer Home department. Quality controls and reporting on behalf of the department and leads review functions. Provides leadership to mortgage price desk function.

A typical day:

• Hires, develops, motivates, coaches, evaluates, trains and rewards department team members.
• Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
• Communicates business expectations and goals to team and is responsible for team's results.
• Organizes and conducts regular team meetings and calls to remain up to date on department situations or topics.
• Manages team work loads and adjusts as needed in order to remain as efficient as possible.
• Manages project prioritization, execution, and training for the Compeer Home origination suite of products.
• Develops, implements and maintains efficient processes related to technology updates, system configuration, and team training.
• Reviews work completed by the team to ensure that industry standards and regulations are met to assist in reducing the number of exceptions.
• Coordinates and leads team to accurately review investor guidelines to ensure loans sold to Freddie Mac and Farmer Mac meets requirements. In addition,reviewing appropriate samplings of loan transactions for compliance with Farm Credit Administration and Federal and State regulations and guidelines.
• Leads and assists team with sourcing data for the benefit of market intelligence and sales lead generation.
• Reviews reporting to assist team in adherence to compliance of Farm Credit Administration, Consumer lending regulations (B, C, E, G, V, X, Z), Fair Credit Reporting Act, Military Lending Act, Service Member Civil Relief Act, Flood, Right of Recession, Higher Priced Mortgage Loan (HPML), and RESPA Servicing compliance.

The skills and experience we prefer you have:

• Bachelor's degree preferred in business administration, management or related field, or Associates' degree and an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Prior experience with loan origination systems,appraisal reporting (section/township/parcel), andcredit underwriting and title principles.
• Prior experience with loan origination suite of products, including setting roadmaps, strategy and direction.
• Advanced-level experience in consumer lending in a financial institution.
• Knowledge of federal and state (Illinois, Minnesota and Wisconsin) laws, regulations and compliance requirements specific to the financial industry.
• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Client service experience, problem solving, decision making and organizational skills.
• Strong computer skills, including Microsoft Office applications and customer relationship management (CRM) programs.
• Knowledge of accounting and finance principles (amortization schedules, P&I calculations, etc) andconsumer compliance regulation (TRID, RESPA, Fair Lending, ECOA, etc).

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

$75,600 — $114,200 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.