Back to jobs

Client Service Representative AgTech-Leasing

MN-Mankato; MN-Lakeville; MN-Rochester

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. Diversity & 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. 

This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN; Lakeville, MN; Rochester, MN offices.

A typical day: 

Client Service and Support

  • Establishes, develops and maintains a strong relationship with internal and external clients and third parties. Acts as a liaison between the organization, clients and third parties.
  • Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.
  • Educates the team, clients and third parties on policies, processes, transactional delivery and servicing.
  • Takes appropriate steps to help identify and prevent fraud.
  • Communicates, collaborates and provides support as needed to other business units and/or teams within Compeer to meet the needs of the organization and internal and external clients.

Loan Processing and Servicing

  • Coordinates and tracks the compilation of documents needed for transactions. Submits information to appropriate team member/department to take further action (i.e. sales, credit, loan accounting, client or third party).
  • Coordinates, reviews and determines documents needed to perfect Compeer’s required lien position on short-term transactions.
  • Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform closing tasks.
  • Initiates loan bookings with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity.
  • Accurately processes receipts, disbursements and maintenance to client accounts; including initiating electronic payments and reconciling payments and disbursements.
  • Scans and indexes documents into archival system.
  • Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
  • Assists financial officers in determining appropriate client products and delivery tools.
  • Actively promotes the organization’s products and services to enhance the relationship and efficiency for the client. Identifies and assesses client needs.
  • Assists sales team with follow up on delinquent accounts.

Miscellaneous Office Support

  • Provides office coverage during normal business hours as necessary.
  • Assists with ordering, receiving and storing office supplies (paper supplies, coffee, pop and Compeer literature) for location.
  • Assists with managing incoming and outgoing mail for office.
  • Assists in processing client office mailings.
  • Coordinates team member checkout equipment.
  • Coordinates team member and/or client events related to office location.
  • Requests checks for donations and events.
  • Acts as the contact for building maintenance and cleaning issues.
  • Keeps current on process and procedure updates, as well as current Compeer Financial news.
  • Supports use of technology, tools and policies of Compeer.
  • Serves on projects and assists in testing systems.
  • May serve as Office Ambassador.

The skills and experience we prefer you have: 

  • High school diploma or GED; secondary education preferred.
  • 0-5 years of client service experience, preferably in a financial institution.
  • Preferred general knowledge of farming operations and agriculture.
  • Preferred general knowledge of basic accounting principles and procedures.
  • Attention to detail and accuracy.
  • Focus on client service.
  • Mathematical skills.
  • Problem solving skills.
  • Strong organizational, listening, written/verbal communication and interpersonal skills.
  • Computer skills, including MS Office applications, salesforce programs and/or other systems needed to perform functions of the role.
  • Flexible and adaptable to changing priorities and situations.
  • Ability to multi-task in a fast-paced environment.
  • Ability to work independently and cooperatively with other team members to service all aspects of client needs.

#LI-SG1

#IND200

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.

 

Base Pay

$41,300 - $58,700 USD

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.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...

i.e. 2600 Jenny Wren Trail

i.e. PO Box, Unit Number, Apartment Number

i.e. Sun Prairie

Select...

i.e. WI

i.e. 53590

i.e. Dane

Select...

A current team member would include full-time, part-time, temporary or interns who presently work at Compeer Financial.

Select...

A previous team member would include full-time, part-time, temporary or interns who have worked at Compeer Financial in the past, but are not presently employed with Compeer Financial.

Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Compeer Financial’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.