Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!
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This position supports the Agri-Access lending program through professional, high-quality client service to internal and external clients. Primary responsibilities include transaction analysis and documentation, systems accounting, reporting and monitoring, portfolio servicing and overall client service and support. Works closely with originators, 3rd party investors, direct borrowers, relationship managers, Financial Operations and other Agri-Access team members throughout all phases of loan/lease cycles including post close servicing, documentation and final exit (payoff, restructure, foreclosure, REO etc.).
Essential Functions:
- Works with originator or clients on more complex material servicing actions identifying deficiencies in documentation, changes in title, status of account or the borrower. Subject matter expert on assigned accounts.
- Prioritizes and analyzes incoming material service requests (requiring credit approval) and delegated approval. Material actions include; change of payment dates, change of maturity, payment extension, release of collateral, release of insurance proceeds, consents, easements, substitutions and release of liabilities.
- Completes delegated authorities such as conversions and assists with risk accounts.
- Conducts research (internal and external) on a transactional basis per the servicing action.
- Conducts in-depth review of lending partners unique set of documents and troubleshoots and corrects issues and/or discrepancies.
- Establishes, develops and maintains a strong client relationship with internal and external clients and acts as a liaison between Agri-Access and clients or other third party investors.
- Answers client questions via email and phone using the highest quality service techniques.
- Educates partnering institutions and team on program delivery and processes on program delivery.
- Creates or updates loan/lease data in origination/servicing systems.
- Inputs, updates, gathers and monitors information to provide reporting as requested (delinquency, rate reset, maturity, UCC (Uniform Commercial Code) continuations).
- Performs a variety of accounting procedures related to lender reconciliation, receipts, checks issued, and payoff.
- Processes loan/lease requests in a timely and accurate manner, including initial analysis, data entry, loan/lease documentation interpretation and investor requirements, closes transaction.
Minimum Qualifications & Required Knowledge, Skills and Abilities:
- High school diploma required. Bachelor’s degree in business administration, accounting, finance or related field preferred.
- 5+ years of experience in banking or lending environment.
- Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
- Ability to prioritize and organize incoming work load with minimal supervision.
- Knowledge of complex loan structure, systems and documentation.
- Accuracy and attention to detail essential.
- Solid client service skills.
- Basic agricultural background and terminology.
- Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
- Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
- Valid driver’s license.
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