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Compeer Financial · 1 day ago

Capital Markets Coordinator

Ottawa, IL

Full-time

Hybrid

New Grad, Entry Level

$47K/yr - $67K/yr

Compeer Financial is a member-owned cooperative that provides financial services to support agriculture and rural communities. The Capital Markets Coordinator will offer administrative support to the Diversified Markets Group, assisting in the capital markets loan origination process and maintaining portfolio statistics databases.

FinanceFinancial ServicesRentalRisk Management

Work & Life Balance

No H1B

Responsibilities

Plans and tracks the processing of new loans, renewals and servicing actions

Follows up with internal and external stakeholders for collection of pre- and post-closing documentary requirements

Submits information to appropriate individual for action to be taken, including sales, credit, loan accounting, borrower, lender or legal firm

Independently interprets internal credit summaries and loan documents to perform closing tasks

Initiates loan bookings with loan accounting and then tracks, monitors and ensures necessary corrections are made to loan setups, loan coding and patronage information, systems and files

Prepares legal documents supporting loan sales to partner associations and other lenders

Ensures transactions are completed, recorded and maintained efficiently, accurately and in a timely fashion

Inputs, maintains and corrects, if necessary, information into portfolio databases and financial systems

Routes incoming and outgoing mail and shipments to appropriate places

Monitors kitchen and office inventories and orders supplies

Qualification

Accounting knowledgeFinancial systems knowledgeMicrosoft Office skillsOffice managementCustomer service orientationDetail orientationProblem-solvingVerbal communicationWritten communication

Preferred

Associate's degree in accounting or business administration; OR an equivalent combination of education and experience sufficient to perform the essential functions of the job

Entry-level experience in an office environment

General knowledge of accounting/financial systems and documentation requirements for syndicated loans

Skill in prioritizing and following through on assignments to complete work in a timely manner

Ability to solve problems and identify when to escalate issues

Skill in verbal and written communications, sufficient to exchange information effectively, efficiently and thoroughly with peers, supervisors, external partners, lenders and legal firms

Strong computer skills including Microsoft Office applications (Excel, Word, PowerPoint, Outlook) and intracompany software systems

Working knowledge of general office management

Excellent detail and customer service orientation

Responsible to appropriately protect the confidentiality, security, and integrity of the organization's systems and data and clients' data