Financial Officer

About the role

Compeer Financial is a member‑owned cooperative serving Illinois, Minnesota and Wisconsin. This position manages and grows the loan and lease portfolio through counseling and servicing existing clients while pursuing new loan sales development opportunities with prospective clients, building strong client relationships and providing innovative solutions for agricultural operations.

Responsibilities

• Meet with clients on the farm and in the office to discuss financial needs.
• Determine which Compeer products (loans, leases, crop insurance, life insurance, etc.) meet client needs.
• Develop solid relationships by providing valued knowledge and experience to help clients manage agricultural operations more effectively.
• Seek new loan business by developing relationships with existing clients, prospecting for new clients, and meeting with prospective clients.
• Monitor farm sales and contact potential buyers.
• Maintain prospect files and establish ongoing prospecting plans and activities.
• Work with clients to gather and analyze financial information.
• Review client financial position using internal tools and provide insights.
• Process new loan applications, renewals for commercial and real estate loans.
• Process loan servicing requests (partial releases, payment changes, extensions, etc.).
• Field phone calls and attend meetings with clients to discuss agricultural topics.
• Attend agricultural meetings, farm open houses/tours, trade shows, extension meetings, and other networking events.
• Attend education, training, and professional meetings to advance skills and maintain required licenses.

Requirements

• Bachelor’s degree in business administration, agriculture, agribusiness or related field, or equivalent combination of education and experience.
• Experience in agribusiness/farming industry or similar experience in agriculture credit or closely related field.
• Current state insurance license to sell crop insurance.
• Valid driver’s license.

Skills

• Advanced knowledge of “value added” business and farming concepts.
• Advanced knowledge of loan products, services, and credit operations.
• Advanced knowledge of farm production methods, farm products, and farm business management/finance.
• Effective interpersonal, communication, client service, and team skills.
• Effective problem solving and decision‑making skills.
• Strong organizational skills.
• Strong computer skills, including MS Office and CRM programs.
• Strong analytical skills with attention to detail.
• Flexible and adaptable to changing situations.
• Ability to work independently and collaboratively with other teams.
• Ability to network with clients, prospects, and key influencers.
• Knowledge of accounting principles with understanding of financial reports, ratios, and benchmarks.

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, volunteer paid time off.
• Learning and development programs.
• Mentorship programs.
• Cross‑functional committee opportunities (e.g., Inclusion Council, emerging professional groups).
• Professional membership/certification reimbursement.