Financing Officer

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

Open to location:
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 is responsible for supporting the purchase and servicing of investment securities to finance the construction, renovation, and expansion of essential community facilities and businesses in rural communities to further support agriculture and rural America. The incumbent works within a team environment to maintain acceptable levels
of investments purchases while building strong professional and client relationships and maintaining high client satisfaction results. Combines industry expertise and business knowledge with an in-depth understanding of each client's financial position and project to provide a financing package that will lead to a successfully completed project. Collaborates on marketing Mission Financing team products and services to industry partners and prospective clients based upon Compeer abilities using investments as a financing tool.

Supports and builds the Compeer Financial brand by assisting with the development of a referral network of financial advisors, placement agents, government program staff, and other industry professionals within industries served by the Mission Financing business unit.

A typical day:

Relationship Management and Servicing

• Maintains relationships with industry professionals and government program staff who arereferral sources for new investment opportunities or are financing partners for existinginvestments already purchased.
• Monitors construction and disbursement of funds on investments to help ensure a successfully completed project and meet investment approval conditions and any government financingprogram requirements, when applicable.
• Services existing investments, in conjunction with Compeer Credit team members, to monitorcredit quality and compliance with financing covenants.

Investment Purchase Process

• Co-leads the investment purchase process by coordinating internal team members activities related to the purchase, as well as coordinates with multiple outside parties to ensure the investments are issued and purchased timely.
• Coordinates the legal documentation process with external legal parties and internal legalteam members as appropriate for each transaction.
• Co-leads application process related to government guarantee financing programs, if applicable, and provides direction to clients on other government financing programs used to complete the investment transaction.
• Communicates with banks, Farm Credit System institutions, and other potential collaborativeinvestment partners on investment transactions.

Business Development and Networking

• Proactively markets and sells Compeer's ability to purchase investment securities, establishingnew relationships which contribute toward attainment of Compeer goals and objectives.
• Assists with creating a networking and prospecting strategy that is suitable for industriesserved by the business unit to ensure alignment with Compeer's branding and regulatory directives.
• Develops and maintains a significant professional presence throughout the industries served bythe business unit.
• Attends industry events and trade shows to market Compeer's services and show support forindustries served by the business unit.
• Makes proposals and presentations to potential investment projects through writtendocuments, phone communication, or in-person presentations.
• Works with Compeer Credit team to secure a credit decision and timely investment purchase.

Industry and Government Financing Program Expertise

• Builds and maintains expertise within the rural healthcare and senior care industries, as well…