Compeerfinancial
Collateral Services Administrator
WI-Fond du Lac. Posted a month ago
The role
This person ensures the accuracy and enforceability of the organization's collateral. They manage the document lifecycle and assist with the acquisition, maintenance, and release of collateral documents.
What you will do
- Build strong relationships with clients and provide support for collateral and financial information requests.
- Ensure data integrity by identifying and escalating discrepancies.
- Apply identity verification and confidentiality protocols.
- Review, analyze and maintain accurate collateral documents.
- Use digital tools and databases to file, amend and track all collateral documentation.
- Manage document lifecycle from origination/purchase to release.
- Confirm client wire transfers and related requests.
- Maintain current knowledge of financial and UCC industry regulations.
- Participate in professional growth opportunities and industry events.
Required qualifications
- Associate's degree in accounting, business administration, legal, agriculture or related field or equivalent combination of education and experience sufficient to perform the essential functions of th
- Knowledge of titling requirements.
- Ability to processes complex information with consistency and precision.
- Ability to communicate clearly and professionally, both verbally and in writing, across all levels of the organization.
- Strong problem-solving and critical thinking skills.
- Strong organizational and time management skills.
- High level of integrity and the ability to maintain confidentiality of sensitive client and organizational data.
- Demonstrated flexibility and collaboration.
- Proficiency with MS Office (Excel, Word, Outlook, SharePoint) and client database applications.
- Customer service mindset.
Nice to have
- Experience in accounting, business administration, legal or agriculture with exposure to collateral management or document control
- Experience in filing, analyzing and managing Collateral under UCC guidelines
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)
- 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
- Professional membership/certification reimbursement
Before you apply
- Must be authorized to work for any employer in the United States.
- Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
About the company
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. They provide financial services to support agriculture and rural communities.