Sales Support Representative

Job Description

About the Role

Title: Sales Support Representative

Location: Illinois, Minnesota and Wisconsin. United States

Job Description:

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!

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 guides clients or/and partners through the loan approval process, ensuring a seamless and efficient application experience. Delivers exceptional client service while collaborating effectively with internal teams to facilitate successful outcomes. Maintains accurate records and tracks key performance metrics to support continuous improvement and excellent service delivery.

A typical day:

Evaluates the completeness and accuracy of loan applications, ensuring the timeliness of loan and lease applications.

Provides clients with quotes rates, payments and terms for loans and leases. Promptly and accurately addresses client inquiries.

Gathers necessary documentation for loan approval and coordinates with internal teams to facilitate the timely processing of loan applications.

Assists in the preparation of loan files for underwriting, ensuring all required documentation is included.

Collaborates with outside sales in cultivating client engagement by coordinating invitations to events and educational opportunities.

Develops and maintains strong relationships with origination partners, identifying key stakeholder and understanding their roles to effectively collaborate and drive successful outcomes.

Documents client and prospect interactions to ensure comprehensive records.

Reports on standard key performance indicators (KPIs) to support data-driven insights and decision making for leadership.

Maintains a comprehensive understanding of loan processes and procedures as well as loan pricing and regulations. Remains current on loan details and process changes.

Effectively communicates risk management strategies that can be achieved through Compeer products to meet client needs.

The skills and experience we prefer you have:

Associate’s degree in business administration, finance, economics, agribusiness or related field OR an equivalent combination of education and experience sufficient to perform the essential functions of the job.

Comprehensive knowledge of loan and lease products and financial services, with the capability to explain complex details and terms clearly to clients.

In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.

Proficiency in CRM platforms, particularly Salesforce, for tracking interactions, managing client data, and generating KPI reports.

Strong analytical skills for documenting client interactions and preparing detailed reports to support data-driven leadership decisions.

Excellent communication and interpersonal abilities to guide clients through loan processes and build robust client relationships.

High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.

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 may also be eligible for variable compensation and other benefits.

Level 1

$62,700-$89,400 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.