Compeer Financial
Financial Services
SrLendingSpecialist
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr Lending Specialist at Compeer Financial. Skills: Business development, Relationship management, Financial services, Sales. Provide creative solutions. Provide value-added service”
What You'll Achieve.
Generate revenue; Generate volume
Industry & Context.
Advanced problem-solving; Decision making; Negotiating; Analytical skills
What They're Looking For.
Must Have
Bachelor's degree in business or agriculture, Equivalent education and experience, Advanced-level agribusiness/farming experience, Agricultural credit experience, Knowledge of federal and state laws, Understand program offerings by network partners, Expert working knowledge of business development, Expert working knowledge of relationship management, High level of confidentiality, High level of integrity, Advanced problem-solving skills, Advanced decision making skills, Advanced negotiating skills, Advanced organizational skills, Analytical skills, Attention to details, Know and teach accounting principles, Know and teach cashflow management, Listening communication skills, Written communication skills, Verbal communication skills, Computer skills, MS Office applications, Customer relationship management (CRM) programs
Nice to Have
Experience in agricultural credit, Experience in closely related field
What You'll Do.
Provide creative solutions
Provide value-added service
Cross-sell financial services
Participate in development of client solutions
Lead marketing efforts
Act as trusted advisor
Provide subject matter expertise
Influence industry growth
Research prospective clients
Increase opportunities with existing clients
Seek new loan business
Develop relationships with clients
Search for new clients
Meet with prospective clients
Maintain prospect files
Establish prospecting plans
Assist leadership in developing business plans
Assist leadership in delivering business plans
Assist leadership in developing marketing programs
Assist leadership in delivering marketing programs
Create financial solutions
Participate in new product development
Participate in service development
Participate in product promotion campaigns
Represent organization for commercial accounts
Build relationships with existing clients
Develop relationships with existing clients
Bring knowledge to manage operations
Bring experience to manage operations
Provide creative solutions to clients
Cross-sell value-added financial services
Maintain systems for relationship selling
Deliver expert industry knowledge
Deliver world class client service
Support relationship selling structure
Deliver informational services
Gather financial information
Analyze financial information
Process new loan applications
Process renewal of existing operations
Follow up with clients for financials
Request financials from clients
Ensure up to date information
Ensure accurate information
Discuss financial documentation
Collect financial documentation
Enter data into system
Review data in system
Correct data in system
Develop in depth knowledge of offerings
Network at industry meetings
Network at industry conferences
Share knowledge with clients
Share knowledge with prospective clients
Provide education as industry speaker
Collaborate with subject matter experts
Educate clients on product benefits
Educate prospective clients on product benefits
Network with industry leaders
Strengthen relationships
Maintain active involvement in industry groups
Represent Compeer across Rural America
How You'll Work.
Team & Collaboration
Compeer Marketing team; Association subject matter experts
Communication Scope
Listening; Written; Verbal
Full 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 to provide creative, valuable solutions to client problems; and to provide value-added service by cross-selling all of the organization’s financial services to existing clients when a need has been identified. Actively participates in the development and implementation of client solutions. Leads sales and marketing efforts in a specific market and is a trusted advisor. Provides subject matter expertise and influences industry growth for specialized industries. A typical day: Business Development Researches and identifies prospective new clients and increases opportunities for business growth with existing clients. 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 business plan objectives and marketing programs that enable the organization to meet business goals. Focuses on creating valuable financial solutions to client operations while generating revenue and volume for the organization. Participates in the development of new products/services and/or the development of produc
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