Financial Officer

Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the Sun Prairie, WI location.

The contributions you will make: 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.

A typical day: 

• 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.
• 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.
• Maintains prospect files and establishes ongoing prospecting plans and activities.
• 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.
• Attends agricultural meetings, farm open houses/tours, trade shows, extension meetings and other networking events to keep current on agriculture and financial market changes.
• Attends education events, training events and professional meetings to advance professional and technical skills and keep current on required licenses.

The skills and experience we prefer you have: 

• Bachelor’s degree in business administration, agriculture, agribusiness 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.

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.