Financing Officer

Compeer Financial • Bloomington, MN

1d • Hybrid

About The Position

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 . 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.

Requirements

• 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.
• Experience in commercial lending, credit analysis, or similar roles, required.
• Knowledge of federal and state laws, regulations and compliance requirements specific to the financial and securities industries.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.

Responsibilities

• Relationship Management and Servicing Maintains relationships with industry professionals and government program staff who are referral sources for new investment opportunities or are financing partners for existing investments 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 financing program requirements, when applicable.
• Services existing investments, in conjunction with Compeer Credit team members, to monitor credit 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 legal team 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 collaborative investment partners on investment transactions.
• Business Development and Networking Proactively markets and sells Compeer’s ability to purchase investment securities, establishing new relationships which contribute toward attainment of Compeer goals and objectives.
• Assists with creating a networking and prospecting strategy that is suitable for industries served 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 by the business unit.
• Attends industry events and tradeshows to market Compeer’s services and show support for industries served by the business unit.
• Makes proposals and presentations to potential investment projects through written documents, 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 as any other industries Compeer targets for investment purchases.
• Builds and maintains expertise within the USDA Community Facilities Program and any other government financing programs that provide risk mitigation or value to the types of industries Compeer targets for investment purchases.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level