Compeer Financial · 1 month ago
Financing and Credit Officer
Sun Prairie, WI
Full-time
Hybrid
Mid Level
$66K/yr - $111K/yrCompeer Financial is a member-owned cooperative that provides financial services to support agriculture and rural communities. The Financing and Credit Officer will collaborate with internal sales and credit teams to originate and service financing packages, utilizing government-sponsored programs and ensuring compliance with regulations.
FinanceFinancial ServicesRentalRisk Management
No H1B
Responsibilities
Develops and maintains working knowledge of government guarantee financing programs (e.g., those delivered by USDA Rural Development, the Small Business Administration and federal and state agencies) and applies it to the origination and servicing of financing packages, clearly communicating program requirements and expectations to all participants
Contributes to the education of internal team members, clients/prospects and financing partners about government sponsored financing programs. Prepares and updates reference resources to help stakeholders understand program guidelines, eligibility criteria and requirements
Researches program updates, working with senior team members to summarize and communicate key changes and identify opportunities
Contributes to the preparation and submission of government guarantee program financing applications, serving as a contact with government program delivery staff and communicating directly with clients/prospects. Evaluates initial eligibility, flagging issues and ensuring that applications are accurate, complete and align with program guidelines
Resolves routine program-related matters and explains general guidelines, regulations and requirements to team members and outside partners. Escalates or provides support to senior team members in the resolution of complex issues
Reviews financing approval documentation from government agencies to ensure compliance with Compeer conditions and client expectations
Reviews legal documentation prior to closing to ensure compliance with government program approval requirements and identifies discrepancies or issues
Participates in the preparation of investment eligibility and approval requests from regulating bodies and funding bank, when applicable
May market to and participate in the performance of government guarantee packaging services for outside lenders similar to those services provided to internal team members
Works with sales and credit teams in servicing of existing financing to monitor credit quality and compliance with financing covenants and government financing program requirements
When applicable, assists with construction monitoring duties such as draw request review and approvals, construction budget tracking and other general construction monitoring services in compliance with government financing program requirements and in collaboration with other team members
Shares ongoing reporting information with financing partners, bond trustees and other third parties involved to ensure compliance with legal documents and partner requirements
Completes reporting obligations for USDA, SBA and other governmental agencies whose financing programs are utilized
Works jointly with lending officers to determine and request information needed to analyze current and prospective financing partners
Contributes to preparation of credit narratives for Credit Committee approval after communicating with internal and external team members
Assists with the analysis of financial statements and supporting documentation of current and prospective financing partners where recommendations are made to Credit Committee related to approval and limits of approval for counterparty financing institutions
Qualification
Required
Bachelor's degree in business administration, finance, economics, or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job
Proficient experience in commercial lending, credit analysis, government guarantee financing program delivery or similar roles
Basic understanding of government guarantee financing programs, including those under USDA Rural Development, the Small Business Administration and other federal and state government programs, needed to educate team members and outside parties about specific government financing programs
General understanding of credit processing and financing servicing activities, accounting principles and practices, credit analysis, credit administration, construction financing monitoring and portfolio management
Collaborative team-player who can succeed in an environment where success is determined as a team
Skill in developing and maintaining interpersonal relationships inside and outside of the organization
Analytical and time management skills with attention to detail
Benefits
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. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Company
Compeer Financial
Compeer Financial offers loan, rental, risk management, and other financial services to 144 counties in Illinois, Minnesota, and Wisconsin.
Founded in 1916
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$300M2025-11-20Undisclosed· $300M
Leadership Team
Jase Wagner
Chief Executive Officer
Jim Roberge
Chief Diversified Markets Officer
Recent News
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2025-12-02
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