Sales Support Representative

This position offers a hybrid work option up to 50% remote and is based out of the Bloomington, IL; Lakeville, MN or Sun Prairie, WI office.

The contributions you will make: 

This position guides clients or/and partners through the loan approval process, ensuring a seamless and efficient application experience.  Delivers exceptional client service while collaborating effectively with internal teams to facilitate successful outcomes.  Maintains accurate records and tracks key performance metrics to support continuous improvement and excellent service delivery.

A typical day: 

Loan and Lease Support

• Evaluates and ensures the completeness and accuracy of loan applications.
• Provides clients with quotes rates, payments and terms for loans and leases.
• Engages with clients to gather necessary documentation for loan approval.
• Coordinates with internal teams facilitate the timely processing of loan applications.
• Updates applicable systems with relevant information and documentation status.
• Assists in the preparation of loan files for underwriting, ensuring all required documentation is included.
• Delivers exceptional client service by promptly and accurately addressing client inquiries.
• Proactively follows up with clients to ensure the timeliness of loan and lease applications.  Adheres to applicable rules, regulations and organizational policies.

Relationship Building and Management

• Collaborates with outside sales in cultivating client engagement by coordinating invitations to events and educational opportunities.
• Develops and maintains strong relationships with origination partners, identifying key stakeholder and understanding their roles to effectively collaborate and drive successful outcomes.
• Nurtures key client/partner relationships through regular check-ins, enhancing the overall partner and client journey.

Reporting and Documentation

• Documents client and prospect interactions to ensure comprehensive records.
• Reports on standard key performance indicators (KPIs) to support data-driven insights and decision making for leadership.
• Optimizes data integrity within Salesforce, maintaining accurate and current lead information to enhance sales effectiveness.

Product Knowledge and Industry Expertise

• Maintains a comprehensive understanding of loan processes and procedures as well as loan pricing and regulations.
• Effectively communicates risk management strategies that can be achieved through Compeer products to meet client needs.
• Understands how Compeer products compare to competitors and develops marketing plans that emphasize our strengths.
• Proactively researches and adopts industry best practices, monitors environment for new competitors and implements approaches to maintain a competitive edge.

The skills and experience we prefer you have: 

• Associate’s degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Prefer Bachelor’s degree in related field.
• 3 or more years’ experience in agribusiness/farming industry or similar experience in agriculture credit or closely related field, preferred.
• Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
•  Comprehensive knowledge of loan and lease products and financial services, with the capability to explain complex details and terms clearly to clients.
• Demonstrated success in lead generation, including proactive outreach through calls, emails, and client engagement.
• In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.
• Proficiency in CRM platforms, particularly Salesforce, for tracking interactions, managing client data, and generating KPI reports.
• Strong analytical skills for documenting client interactions and preparing detailed reports to support data-driven leadership decisions.
•  Excellent communication and interpersonal abilities to guide clients through loan processes and build robust client relationships.
• Proven problem-solving skills with a proactive approach to client service and addressing needs.
• High level of self-motivation and resiliency in order to complete demanding objectives for prospective and existing client interactions.
• In-depth understanding of industry regulations and compliance standards related to loan origination and risk management.
• High attention to detail with strong organizational skills to manage multiple client interactions and follow-up tasks efficiently.
• Ability to collaborate effectively with cross-functional teams and contribute to achieving organizational goals.
• High level of integrity.
• Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.\
• Flexible and adaptable to changing situations.
• Ability to remain objective in balancing business needs and risk.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.