Financing Officer

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 theconstruction, renovation, and expansion of essential community facilities and businesses in rural communities to furthersupport 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.

A typical day:

Relationship Management and Servicing

• Maintains relationships with industry professionals and government program staff who arereferral sources for new investment opportunities or are financing partners for existinginvestments already purchased.
• Monitors construction and disbursement of funds on investments to help ensure a successfullycompleted project and meet investment approval conditions and any government financingprogram requirements, when applicable.
• Services existing investments, in conjunction with Compeer Credit team members, to monitorcredit quality and compliance with financing covenants.

Investment Purchase Process

• Co-leads the investment purchase process by coordinating internal team members activitiesrelated to the purchase, as well as coordinates with multiple outside parties to ensure theinvestments are issued and purchased timely.
• Coordinates the legal documentation process with external legal parties and internal legalteam members as appropriate for each transaction.
• Co-leads application process related to government guarantee financing programs, ifapplicable, and provides direction to clients on other government financing programs used tocomplete the investment transaction.
• Communicates with banks, Farm Credit System institutions, and other potential collaborativeinvestment partners on investment transactions.

Business Development and Networking

• Proactively markets and sells Compeer's ability to purchase investment securities, establishingnew relationships which contribute toward attainment of Compeer goals and objectives.
• Assists with creating a networking and prospecting strategy that is suitable for industriesserved by the business unit to ensure alignment with Compeer's branding and regulatorydirectives.
• Develops and maintains a significant professional presence throughout the industries served bythe business unit.
• Attends industry events and tradeshows to market Compeer's services and show support forindustries served by the business unit.
• Makes proposals and presentations to potential investment projects through writtendocuments, 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 asany other industries Compeer targets for investment purchases.
• Builds and maintains expertise within the USDA Community Facilities Program and any othergovernment financing programs that provide risk mitigation or value to the types of industriesCompeer targets for investment purchases.

The skills and experience we prefer you have:

• Bachelor's degree in business administration, finance, economics, or related field or an equivalent combinationof 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 andsecurities industries.
• Ability to work independently and collaboratively with other teams to achieve goals and represent the business.

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.