Closing Coordinator

About the role

Compeer Financial is a member-owned cooperative serving Illinois, Minnesota and Wisconsin. We bring together team members with diverse backgrounds to provide financial services that support agriculture and rural communities. This role offers a hybrid work model, professional development, and a flexible schedule.

Responsibilities

• Accurately process, close, fund, and service transactions secured by real estate properties.
• Ensure closings comply with regulations, policies, and procedures.
• Collect documents and confirm all underwriting conditions are met.
• Verify accuracy of legal descriptions, property ownership, and legal access for real estate secured transactions.
• Coordinate with Compeer departments and external companies to order title commitments, appraisals, and flood zone determinations.
• Review title insurance commitments, deeds, real estate title documents, UCC filings, and other related documents to confirm collateral lien position.
• Confirm legal documents required to close a transaction and parties required to sign each document.
• Create or review settlement statements and disbursement agreements to ensure accurate fund disbursement.
• Coordinate on-site and off-site closings, explain forms, answer client questions, and secure signatures as needed.
• Administer funding execution, proper booking, and data maintenance.
• File legal documents with government entities to perfect Compeer’s lien position.
• Collaborate with sales to service client relationships within the lending territory.
• Assist team members with transactions and loan servicing; provide backup to Lending Client Coordinators as needed.
• Conduct post-close reviews to ensure transactions comply with policies and procedures.

Requirements

• Associate’s degree in accounting, business administration, legal, agriculture, or related field; or equivalent combination of education and experience.
• Closing Agent License; Insurance Producer License preferred (or ability to obtain within twelve months where applicable).
• Commissioned as a Notary Public for the state (or ability to obtain within three months); may include e-notary.
• Working knowledge of loan approval processes and requirements, personal property security documents, real estate, legal, banking, security requirements, and title insurance.
• Working knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation.
• Basic accounting and mathematical skills to calculate data, reconcile funds, and determine payoffs.

Skills

• Attention to detail in reviewing legal and financial documents.
• Ability to coordinate with internal and external stakeholders.
• Proficiency in interpreting regulatory guidance and compliance requirements.
• Strong communication skills for explaining documents and assisting clients.

Benefits

• Medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability.
• Wellness program and Employee Assistance Program (EAP).
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off.
• Learning and development programs, mentorship programs, and cross-functional committee opportunities (e.g., Inclusion Council, emerging professional groups).
• Professional membership/certification reimbursement.

Pay

Base Pay: $47,100 - $66,600 USD. This role is eligible for variable compensation.

Schedule

Hybrid model – up to 50% work from home. Flexible schedules including ample flexibility in the summer months. This position is primarily based out of the Dodgeville, Prairie du Sac, or Sun Prairie office locations.