Talent.com
Financing and Credit Officer
Financing and Credit OfficerCompeer Financial • Sun Prairie, WI, United States
Financing and Credit Officer

Financing and Credit Officer

Compeer Financial • Sun Prairie, WI, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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 collaborates with internal sales and credit teams across business units to originate and service financing packages, including those that involve the use of government-sponsored programs or external funding partners. Applies knowledge of governmentally sponsored financing programs from agencies such as USDA Rural Development and the Small Business Administration in order to contribute the preparation, review and submission of program financing applications. Provides support for financial analysis and underwriting on a variety of Compeer and Agri-Access counterparties, including local banks, Farm Credit System entities and other funding partners. Contributes to the closing and servicing processes to ensure compliance with government regulations and reporting requirements as well as requirements specific to the financing agreements.

A typical day :

Industry Knowledge and Application

  • Develops and maintains working knowledge of government guarantee financing programs (e.g., those delivered by USDA Rural Development, the Small Business Administration and federal and state agencies) and applies it to the origination and servicing of financing packages, clearly communicating program requirements and expectations to all participants.
  • Contributes to the education of internal team members, clients / prospects and financing partners about government sponsored financing programs. Prepares and updates reference resources to help stakeholders understand program guidelines, eligibility criteria and requirements.
  • Researches program updates, working with senior team members to summarize and communicate key changes and identify opportunities.
  • Financing Origination Process

  • Contributes to the preparation and submission of government guarantee program financing applications, serving as a contact with government program delivery staff and communicating directly with clients / prospects. Evaluates initial eligibility, flagging issues and ensuring that applications are accurate, complete and align with program guidelines.
  • Resolves routine program-related matters and explains general guidelines, regulations and requirements to team members and outside partners. Escalates or provides support to senior team members in the resolution of complex issues.
  • Reviews financing approval documentation from government agencies to ensure compliance with Compeer conditions and client expectations.
  • Reviews legal documentation prior to closing to ensure compliance with government program approval requirements and identifies discrepancies or issues.
  • Participates in the preparation of investment eligibility and approval requests from regulating bodies and funding bank, when applicable.
  • May market to and participate in the performance of government guarantee packaging services for outside lenders similar to those services provided to internal team members.
  • Financing Servicing Process

  • Works with sales and credit teams in servicing of existing financing to monitor credit quality and compliance with financing covenants and government financing program requirements.
  • When applicable, assists with construction monitoring duties such as draw request review and approvals, construction budget tracking and other general construction monitoring services in compliance with government financing program requirements and in collaboration with other team members.
  • Shares ongoing reporting information with financing partners, bond trustees and other third parties involved to ensure compliance with legal documents and partner requirements.
  • Completes reporting obligations for USDA, SBA and other governmental agencies whose financing programs are utilized.
  • Counterparty Analysis

  • Works jointly with lending officers to determine and request information needed to analyze current and prospective financing partners.
  • Contributes to preparation of credit narratives for Credit Committee approval after communicating with internal and external team members.
  • Assists with the analysis of financial statements and supporting documentation of current and prospective financing partners where recommendations are made to Credit Committee related to approval and limits of approval for counterparty financing institutions.
  • The skills and experience we prefer you have :

  • Bachelor's degree in business administration, finance, economics, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Proficient experience in commercial lending, credit analysis, government guarantee financing program delivery or similar roles.
  • Basic understanding of government guarantee financing programs, including those under USDA Rural Development, the Small Business Administration and other federal and state government programs, needed to educate team members and outside parties about specific government financing programs.
  • General understanding of credit processing and financing servicing activities, accounting principles and practices, credit analysis, credit administration, construction financing monitoring and portfolio management.
  • Collaborative team-player who can succeed in an environment where success is determined as a team.
  • Skill in developing and maintaining interpersonal relationships inside and outside of the organization.
  • Analytical and time management skills with attention to detail.
  • 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

    $66,000 — $111,400 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.

    [job_alerts.create_a_job]

    Credit Officer • Sun Prairie, WI, United States

    [internal_linking.related_jobs]
    Teller

    Teller

    Associated Bank - Corp • Fitchburg, WI, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Universal Banker

    Senior Universal Banker

    CFS • Sun Prairie, WI, US
    [job_card.full_time]
    Relationship-Focused Opportunity with Growth Potential.Are you a customer service professional looking to elevate your career in banking? A highly respected financial institution, consistently reco...[show_more]
    [last_updated.last_updated_30] • [promoted]
    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection • Deforest, Wisconsin, US
    [job_card.full_time] +1
    Customs and Border Protection Officer (CBPO).A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Customs an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Financial Advisor

    Associate Financial Advisor

    Edward Jones • Stoughton, Wisconsin, United States
    [job_card.full_time]
    Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Mortgage Loan Officer

    Mortgage Loan Officer

    The QTI Group • Windsor, WI, United States
    [job_card.full_time]
    The QTI Group is excited to partner with a top-ranked Credit Union to hire their next Mortgage Loan Officer.This role will be responsible for marketing and originating loans that meet regulatory an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Restaurant Delivery - Receive 100% of Customer Tips

    Restaurant Delivery - Receive 100% of Customer Tips

    DoorDash • Portage, WI, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative

    Sales Representative

    Globe Life Family Heritage Division • Madison, WI, US
    [job_card.full_time]
    Globe Life Family Heritage Division Sales Professional.Looking to make an impact in a thriving work environment? If you’re a highly motivated self-starter, then come join Globe Life Family Heritage...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Call Center Loan Officer

    Call Center Loan Officer

    Fairway Independent Mortgage • Madison, WI, United States
    [job_card.full_time]
    Be part of a team that's committed to making a difference.We believe in our work and our customers.Office Location (if not fully remote) : . S Biltmore Lane , Madison, Wisconsin 53718.Are you ready fo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Madison, Wisconsin
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Loan Officer

    Mortgage Loan Officer

    Bell Bank • Madison, WI, United States
    [job_card.full_time]
    Under minimum supervision, this position will market and originate mortgage loans that meet regulatory and investors guidelines to be sold on the secondary mortgage market.Gather all information ne...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Madison, WI, US
    [job_card.part_time]
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Actuary - Small Commercial

    Lead Actuary - Small Commercial

    Sentry Insurance • Madison, WI, United States
    [job_card.full_time]
    Sentry is seeking a strategic and visionary Lead Actuary to spearhead new initiatives within Small Commercial.This role will serve as the cornerstone for actuarial leadership, driving excellence ac...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bilingual Senior Universal Banker (Personal Banker)

    Bilingual Senior Universal Banker (Personal Banker)

    Summit Credit Union • Sun Prairie, WI, United States
    [job_card.full_time]
    Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments.Provides education and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sr Finance Analyst

    Sr Finance Analyst

    CBRE • Madison, WI, United States
    [job_card.full_time]
    Remote - US - Remote - US - United States of America, Sunrise - Florida - United States of America.As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepar...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Finance Business Partner

    Finance Business Partner

    University of Wisconsin Hospitals and Clinics Authority • Madison, WI, United States
    [job_card.full_time]
    This is a full-time, hybrid position that is scheduled to work Monday through Friday from 8 : 00 a.Hours may vary based on the operational needs of the department. This position will be primarily remo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Med Aide / Caregiver at Heritage House of Portage

    Med Aide / Caregiver at Heritage House of Portage

    Encore Senior Living • Portage, WI, United States
    [job_card.full_time] +1
    Shift : Part Time, 2PM-10PM -Weekend.Third Shift : Part Time, 10PM-6AM -Weekends.Where Lives & Careers Flourish!.As a result, Encore team members tend to reciprocate with their personal commitment an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Chief Lending Officer

    Chief Lending Officer

    Confidential Company • Oregon, WI, United States
    [job_card.full_time]
    This range is provided by Confidential Company.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. The Chief Lending Officer (CLO) will serve as a s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Analyst, Finance Operations

    Senior Analyst, Finance Operations

    Cardinal Health • Madison, WI, United States
    [job_card.full_time]
    What Finance Operations contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares an...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]