Document Administrator
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 Bloomington, IL office location.
The contributions you will make:
Prepares and provides transaction documents for loans, leases, servicing actions, third party lending partners and for another Farm Credit Association. Creates closing instructions for the offices to use as a guide to ensure a complete and compliant closing occurs. Works closely with internal teams to respond to document requirements and questions based on approvals and Compeer’s risk tolerance. Certifies a 1st lien on all of said vendors FLCA loans.
A typical day:
Document Preparation and Service
- Produces high quality documents for moderately complex transactions, ensuring accuracy of data. Proofs/edits loan and lease packages and consistently meets tight deadlines. Sets up temporary electronic folders to house applicable loan related documentation.
- Provides exceptional and consistent client service experience that aligns with the mission and vision of Compeer. Supports internal clients with problem solving, resolving questions and issues, at times under stress, to ensure effective working relationships with other team members
- Maintains technical competency and strong knowledge of procedures and regulations in order to provide expertise on moderately complex loan and lease packages.
- Ensures that all of the required legal entity documentation is provided from a client who is a borrower or owner of collateral and that a full analysis is completed to validate authorized signers and the entity’s ability to borrow money and pledge its collateral.
- Follows established organizational policies and procedures to ensure transactions meet legal compliance with lending laws and regulations.
- Provides accurate work products to various internal team members in an efficient, accurate and timely manner.
- Reviews title insurance commitments, deeds, appraisals and other related documents to confirm the organization’s collateral lien position. Confirms legal documents required to close a transaction and parties required to sign each legal document per third party vendor contract.
- Analyzes requests to ensure loan and lease documents reflect the approved and intended closing package.
Compliance and Training
- Certifies a valid 1st lien requirement for all FLCA RE loans prepared for Vendor (FCI).
- Attends monthly training sessions to stay current on organizations operational procedures.
- Reads updates to CPM (policies), EPC (procedures) and stays current with the Organizations Intranet communication tools.
The skills and experience we prefer you have:
- Associate’s degree in business administration, finance, legal, agribusiness, related field, or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- 0-5 years of related work experience. Prefer document preparation or legal.
- Knowledge of document preparation, federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry.
- Demonstrates flexibility in a dynamic, fast-paced workload environment.
- Strong listening, written and verbal communication skills, with the ability to communicate at all levels of the organization.
- Effectively prioritizes responsibilities to meet and exceed established deadlines.
- High level of integrity.
- Strong problem solving, decision making and organizational skills.
- Strong analytical skills with attention to detail.
- Ability to remain objective in balancing business needs and risk.
- Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
- Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
- Valid driver’s license.
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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.
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