Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!
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Position Overview: This position is responsible for the origination of home, recreational land/bare land and home site loans in rural areas and communities. The incumbent maintains acceptable levels of loan unit/volume origination while building strong professional and client relationships and maintaining high client satisfaction results. Combines mortgage and business knowledge with an in-depth understanding of each client’s financial position to provide innovative and workable alternatives to create the best avenue to accomplishing client’s goals. Markets Compeer’s products and services to industry partners and prospective clients based upon their wants and needs. Supports and builds the Compeer Financial brand by developing a referral network of realtors, builders, consumer direct as well as other financial service providers and internal team members. The incumbent services a growing market of hobby farms, rural properties and conforming properties.
Essential Functions:
- Proactively markets and sells credit and related services, establishing new market relationships which contribute toward attainment of Compeer goals and business objectives.
- Creates networking and prospecting strategy that is suitable to servicing each territory and ensure alignment with Compeer’s branding and marketing protocol.
- Maintains positive accomplishments with client relations, community recognition and contributions to the Compeer Financial image as the leading financial institution committed to clients in rural areas.
- Originates loans by proactively seeking applications.
- Gathers income and verifies financials.
- Determines the appropriate loan program and terms to meet the client’s needs.
- Works with the credit and processing teams to secure a credit decision and ultimately a timely closing.
- Maintains client relationships through frequent interactions and periodic sales calls.
- Develops and maintains a significant professional presence throughout the local community.
- Provides formal group presentations and information workshops on current Rural Living Solutions topics and issues.
Minimum Qualifications & Required Knowledge, Skills and Abilities:
- Bachelor’s degree in business administration, finance, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
- 5+ years of related work experience.
- NMLS registration required.
- Demonstrate understanding of mortgage processing, underwriting and closing procedures.
- Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
- Skill in developing and maintaining interpersonal relationships.
- Strong problem solving, decision making and organizational skills.
- Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.
- Strong analytical skills with attention to detail.
- Effective sales skills.
- Solid time management skills.
- Ability to work independently and collaboratively with other teams to achieve goals and represent the business.
- Valid driver’s license.