Compeer Financial · 1 month ago
Closing Coordinator
Sun Prairie, WI
Full-time
Hybrid
Entry, Mid Level
$51K/yr - $65K/yrCompeer Financial is a member-owned cooperative focused on providing financial services to agriculture and rural communities. The Closing Coordinator facilitates the coordination of Diversified Specialty accounts, ensuring transactions are documented and closed in compliance with regulations and laws.
FinanceFinancial ServicesRentalRisk Management
No H1B
Responsibilities
Monitors and coordinates the entire loan/lease transaction. Manages and controls processing of loan/lease transactions upon receipt of opportunity
Follows established organizational policies and procedures to ensure transactions are compliant with laws and regulations
Identifies, prepares and/or requests the drafting of supplemental transaction documents, when necessary
Reviews loan narratives, term sheets, title insurance documentation, legal documents, Uniform Commercial Code filings, fixture filings and other related documents to confirm the organization’s required collateral lien position
Collaborates with internal and external parties to request and obtain required documents, ensuring all issues such as conditions precedent, title exceptions are addressed to follow policies and procedures, in the context of a specific transaction
Coordinates on-site and off-site closings with internal and external clients which may be outside of Compeer’s territory. Executes closing transactions with clients by reviewing all documents, answering client questions and securing appropriate signatures on all documents
Answers questions and provides solutions to sales and other team members on matters relating to the organization’s procedures involving closings, legal documents, title insurance, real estate and chattel collateral
Collaborates with sales and/or other team members to service client relationships, including but not limited to servicing actions and movement of money (cash management)
Provides world-class client service, determines client needs and meets those needs to the extent of delegated authority, including disbursement of funds and working within credit underwriting guidelines
Assists with networking and building relationships with clients, supports the Team Relationship Model and is a trusted partner
Completes, reviews, tracks and updates daily, monthly and yearly reports. Monitors post-close items and email boxes per Compeer’s guidelines
Provides backup office coverage when needed
Qualification
Required
Associate's degree in accounting, business administration, legal, agriculture or related field; OR related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job
Closing Agent License; Insurance Producer License preferred (or ability to obtain within twelve months (where applicable)
Ability to be commissioned as a Notary Public for the state within 45 days of hire
Knowledge of commercial industry terminology and transactions including processes and requirements, personal property security documents, real estate, legal, banking, security requirements and title insurance
Knowledge of legal descriptions and collateral documents to gather appropriate information for document preparation
Accounting and mathematical skills to calculate data, reconcile funds and determine payoffs
Skills in processing complex, detailed information in an accurate and thorough manner
Effective interpersonal, oral and written communication and client service skills
Effective organizational and time management skills
Skill in utilizing Microsoft Office applications (Word, Excel, and Outlook, etc.) and client databases to increase efficiency and/or effectiveness
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
globallegalchronicle.com
2025-12-02
Business Wire
2025-11-14
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2025-10-22
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