Financial Officer

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

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Position Overview: This position manages and grows the loan and lease portfolio through counseling and servicing existing clients while pursuing new loan sales development opportunities with prospective clients. Builds strong client relationships and provides innovative and workable alternatives to solve problems clients face in ongoing agricultural operations.

Essential Functions:

• Meets with clients on the farm and in the office to discuss their financial needs.
• Determines which products Compeer offers will meet their needs for loans, leases, crop insurance, life insurance etc.
• Continually develops solid relationships by bringing valued knowledge and experience to the client to help them manage their agricultural operations more effectively and efficiently.
• Works with clients to gather and analyze their financial information.
• Provides a review of the client financial position utilizing internal tools to provide insights to the client.
• Processes new loan applications, renewal of existing operations for commercial and real estate loans.
• Processes loan servicing requests including partial releases, change of payment, extensions and other items.
• Fields phone calls and attends meeting with clients to discuss agricultural topics.
• Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
• Monitors farm sales and contacts potential buyers.
• Attends agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes.

Minimum Qualifications & Required Knowledge, Skills & Abilities:

• Bachelor’s degree in business, agriculture, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
• Minimum experience required is based upon size, scope and complexity of the position. Experience in agribusiness/farming industry or similar experience in agriculture credit or closely related field required.
• Current state insurance license to sell crop insurance.
• Advanced knowledge of “value added” business and farming concepts.
• Advanced knowledge of loan products and services, as well as credit operations.
• Advanced knowledge of farm production methods, farm products, and farm business management/finance.
• Effective interpersonal, communication, client service and team skills.
• Effective problem solving and decision making skills.
• Strong problem solving, decision making and organizational skills.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Ability to network with clients, prospects and key influencers.
• Knowledge of accounting principles with a strong understanding of financial reports, ratio and benchmarks.
• Valid driver’s license.

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