Team Leader Capital Markets Coordinator

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.

Where you will work: 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 developing and driving best practices, managing workload, training and monitoring performance across the team of Capital Markets Coordinators. This leader participates in the ongoing design of processes to improve efficiencies and meet Capital Markets goals. Assists in the Capital Markets loan origination process from beginning to end.

A typical day:

• Communicates business expectations performance standards to a decentralized team and is responsible for quality control of team's work product.
• Selects, develops, motivates, mentors, evaluates and rewards department team members.
• Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
• Drives continuous process improvement within the team, developing best practices.
• Plans and tracks the processing of new loans, renewals and servicing actions.
• Follows up with internal and external stakeholders for collection of pre- and post-closing documentary requirements.
• Coordinates and ensures completion of documentation throughout the loan process while maintaining relationships with internal management team, outside lenders and legal firms.
• Submits information to appropriate individual for action to be taken, including sales, credit, loan accounting, borrower, lender or legal firm.
• Independently interprets internal credit summaries and loan documents to perform closing tasks.
• Facilitates knowledge sharing sessions to keep the team updated on industry trends, best practices, and changes in regulations.
• Encourages a culture of continuous improvement by promoting learning opportunities and staying updated on the latest tools, technologies, and methodologies relevant to capital markets.

The skills and experience we prefer you have:

• Bachelor's degree in business administration, management, finance or accounting or an equivalent combination of education and experience.
• Solid related experience in operations, client service, documentation management or accounting support in the financial services industry.
• Management experience.
• Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.
• Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
• Skill in developing and maintaining interpersonal relationships.
• High level of initiative.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
• Solid knowledge of accounting/financial systems and documentation requirements for syndicated loans.
• Ability to solve problems and identify when to escalate issues.
• Advanced organizational skills.

#IND100

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.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.