Loan Specialist (Hybrid)

Compeer Financial


Job Description

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!

Tell me more about this opportunity.

Position Overview:
This position services Compeer Financials internal and external clients by providing accounting services in an assigned area, to include loans and leases, by analyzing requests and creating accounting system entries using appropriate procedures and accounting principles. Ensures a high degree of accuracy and exceptional service. Serves as a knowledge and technical resource to other team members with regard to accounting processes in assigned area.

Essential Functions:

  • Accounting: Completes accounting transactions accurately and timely. Analyzes and creates accounting system entries using the appropriate procedures and accounting principles.
  • Financial Operations Support: Provides technical support for Compeer Financial team members and/or vendors regarding issues with assigned accounting function (loan/lease, or GL clearing account transactions), in accordance with department and organizational policies and procedures. Responds to and resolves complex issues and situations. Works closely with other team members to ensure the issue is completely resolved in an accurate and timely manner so as to minimize potential client concerns. Assists other team members in resolving problems and issues.
  • Reporting: Identifies trends and/or interprets the report information. Creates various spreadsheets for data input and calculations and processes corresponding macros, when necessary.
  • Department Support: Verifies the entries of self and input of other team members to ensure the accuracy of the accounting system database. Creates various documents, forms, processes and/or procedures. May assist in department mailings. May author department information on the Compeer Financial Intranet site. Looks for and recommends process improvement and efficiencies within the department and Compeer Financial. Documents department policies, procedures & processes.

Minimum Qualifications & Required Knowledge, Skills and Abilities:

  • Bachelors degree in accounting, finance or related field; or equivalent.
  • Minimum of 3 years related work experience required, preferably in the financial services industry.
  • Advanced knowledge of accounting principles.
  • Strong, proven interpersonal, communication, client service and team skills.
  • A high degree of accuracy, strong attention to detail, strong analytical skills, ability to problem solve, ability to meet deadlines, and ability to work independently required.
  • Intermediate computer skills including MS Office applications (Word, Excel, Access, Outlook, etc.) and other related accounting and/or reporting writing software applications.
  • Leadership skills and abilities preferred.


Who is Compeer Financial?
Compeer Financial exists to champion the hopes and dreams of rural America. By joining our team, you will help empower those in agriculture and rural communities to achieve their goals and expand their possibilities. We embrace business agility and innovative approaches to serving our clients and communities.

Why join our team?


  • Amazing team members who are passionate about serving agriculture and rural America.
  • Investment in our team members education, growth and development.
  • Engagement in our communities through giving back and volunteerism.
  • Flexible, collaborative and dynamic work environment.
  • Great benefits:
    • Medical, Dental, Vision insurance
    • 401K (3% Compeer contribution & up to an additional 6% match)
    • Paid time off (vacation, sick leave, holidays, volunteer time)

Find out why our team members choose Compeer Financial by watching this video.

How do I apply?
Qualified candidates, please apply online at www.compeer.com/careers.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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