Team Leader Solutions and Data Management

Compeer Financial; Rochester (MN); Hybrid; USD 76,000 - 114,000; Full time

Benefits offered by this job

Hybrid work model

Flexible schedules

401k match

Medical, dental, vision insurance

Life & AD&D insurance

Disability insurance

Wellness program

Employee assistance program (EAP)

Vacation & holidays

Job summary

Compeer Financial seeks a senior leader to supervise the Home Solutions and Data and Reporting teams, overseeing system configuration, project prioritization and the technology suite. You will manage BI and day-to-day reporting for the department and lead compliance reviews of mortgage-related workflows.

You will guide the pricing desk and regulatory reporting, coaching remote staff and collaborating with cross-functional partners to ensure efficient, compliant operations.

Qualifications

• 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), and credit 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 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 and CRM programs.
• Knowledge of accounting and finance principles and consumer compliance regulation (TRID, RESPA, Fair Lending, ECOA, etc).

Responsibilities

• 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 to remain efficient.
• 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 industry standards and regulations are met to assist in reducing exceptions.
• Coordinates and leads team to review investor guidelines to ensure loans sold to Freddie Mac and Farmer Mac meet requirements; review sampling of loan transactions for compliance with Farm Credit Administration and regulations.
• Leads and assists team with sourcing data for market intelligence and sales lead generation.
• Reviews reporting to ensure compliance with Farm Credit Administration, Consumer lending regulations, Fair Credit Reporting Act, Military Lending Act, HPML, RESPA Servicing compliance.

Skills

Leadership

Team management

Communication

Microsoft Office

CRM software

Data analysis

Mortgage pricing

Regulatory compliance

Project prioritization

Remote team leadership

Education

Bachelor's degree in business, management or related field

Associates' degree + related experience

Tools

Microsoft Office

CRM systems

Loan origination system 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 visit www.compeer.com/careers.

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), and credit 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) and consumer 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.

Click here to view federal employment laws applicable for applicants.