Back to jobs

Capital Markets Coordinator

IL-Naperville; MN-Lakeville

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% and is based out of the Naperville, IL and Lakeville, MN offices.

The contributions you will make: 

This position provides administrative support to the Diversified Markets Group; assisting in the capital markets loan origination process from beginning to end, maintaining portfolio statistics databases, and performing a wide variety of related administrative and office management duties. 

A typical day: 

Loan Support

  • 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.
  • 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.
  • Initiates loan bookings with loan accounting and then tracks, monitors and ensures necessary corrections are made to loan setups, loan coding and patronage information, systems and files.
  • Prepares legal documents supporting loan sales to partner associations and other lenders.
  • Ensures transactions are completed, recorded and maintained efficiently, accurately and in a timely fashion.

Document Management

  • Inputs, maintains and corrects, if necessary, information into portfolio databases and financial systems.
  • Maintains electronic files.

Office Management

  • Schedules office equipment repairs or upgrades when needed.
  • Routes incoming and outgoing mail and shipments to appropriate places.
  • Schedules office equipment repairs or upgrades when needed.
  • Monitors kitchen and office inventories and orders supplies.

Administrative Support

  • Provides assistance to Diversified Markets Group team members.
  • Schedules, follows through on RSVP’s and calendars internal and external meetings, conference calls and catering requests.

The skills and experience we prefer you have: 

  • Associate’s degree in accounting or business administration; or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • 2 years of experience in an office environment.
  • General knowledge of accounting/financial systems and documentation requirements for syndicated loans.
  • Skill in prioritizing and following through on assignments to complete work in a timely manner.
  • Ability to solve problems and identify when to escalate issues.
  • Ability to work collaboratively in a team environment.
  • Skill in filing, organizing and updating records.
  • Skill in verbal and written communications, sufficient to exchange information effectively, efficiently and thoroughly with peers, supervisors, external partners, lenders and legal firms.
  • Skill in typing accurately and efficiently.
  • Skill in scheduling and arranging accommodations for meetings and training.
  • Strong computer skills including MS Office applications (Excel, Word, PowerPoint, Outlook) and intracompany software systems.
  • Working knowledge of general office management.
  • Excellent detail and customer service orientation.
  • Responsible to appropriately protect the confidentiality, security, and integrity of the organization’s systems and data and clients’ data.

#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

$45,900 - $65,000 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.